INSIGHTS & RESEARCH

Real-time intelligence. From 3,587+ sources.

114,658 articles indexed and enriched with sentiment analysis, company tagging, and sector classification. Updated continuously from wire services, financial press, and regulatory filings.

114,658Articles indexed
3587+Sources
186Country insights
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COUNTRY DESKS

Macro intelligence. 186 countries.

EGEgypt

Growth: the economy re-accelerated to 4.4% in 2025 from 2.4% in 2024 (World Bank actuals). We adopt the IMF WEO baseline of 4.2% for 2026 and 4.8% for 2027 without material deviation: the drivers are ...

NEUTRAL | Banks: The sector (E£798.8bn aggregate market cap across 12 listed names — note: EGX capitalisations are EGP-denominated) benefits from high nominal rates and sovereign-securities carrybut the same rates cap private credit growth. Directional sector revenue data was not available this cycleso we rate NEUTRAL pending quantitative backing; the easing cycle is the swing factor to watch. NEUTRAL | Real Estate: EGP-denominated hard assets remain the domestic inflation hedge of choice (E£352.1bn across 30 names)
Updated Jul 16
HKHong Kong

GDP: C&SD 2025 full-year +3.5%; Q4 2025 +3.8% YoY (two-year high). IMF WEO 2026 +2.4%, similar 2027-2028. Growth drivers: tourism normalisation, cross-boundary retail, offshore RMB settlement. Moneta...

NEUTRAL | Banks (HSBCStanChartBoC HK): NIM peak; Asia growth pivot supporting; credit cost watch on property exposure. CAUTIOUS | Real Estate / REITs: Office vacancy elevated; residential stabilising but slow. Link REIT
Updated Apr 20
SGSingapore

GDP: IMF WEO 2024 +5.3%; 2025 +5.0%; Q1 2026 +4.6% YoY (-0.3% qoq). IMF WEO 2026 3.5%, stepping down to 2.7% in 2027. MAS flagged "above-trend pace of 2025 likely to moderate in 2026". Monetary polic...

POSITIVE | Banks: DBSOCBCUOB NIMs managed; wealth-management franchise growing; strong capital. POSITIVE | Tech Services / SaaS: Regional AI-capex hub; data-centre investment. Sea Ltd
Updated Apr 20
ILIL

GDP: BoI Research 2025 +2.8%; 2026 forecast revised down to +3.8% (from +5.2% January projection) on geopolitical uncertainty. 2027 +5.5% (up from +4.3%) assuming post-war rebound. IMF WEO 2026 3.5%. ...

POSITIVE | Tech / Cybersecurity: Global AI capex + cybersecurity demand; startups valuation resilient. Check PointCyberArkSentinelOne. NEUTRAL | Banks: Leumi
Updated Apr 20
IEIE

GDP: IMF WEO 2025 12.3% (multinational-driven volatility); Modified Domestic Demand (MDD) is the preferred measure, Q4 2025 +4.9% YoY with strong consumption (+2.9%) and ICT investment jumps. IMF WEO ...

POSITIVE | Tech Services (MNC): MicrosoftGoogleMeta
Updated Apr 20
ZASouth Africa

GDP: IMF WEO 2024 0.5%; SARB raised 2025 forecast to 1.3% (from 1.2%), maintained 2026 at 1.4%. IMF WEO 2026 baseline 1.0%. Structural growth constraints: electricity supply (improved vs 2022-2023), l...

NEUTRAL | Mining & Materials: PGMs softness offset by gold and iron-ore prices. Key names: AngloGold FieldsImpala. POSITIVE | Banks / Financials: High repo rate supports NIMs; credit quality managing load-shedding legacy. CAUTIOUS | Retail / Consumer: Fuel inflation + unemployment constrain household budget. Shoprite
Updated Apr 20
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