Market Focus - Western firms will shift focus to emerging markets due to stalled growth in America and Europe [1] - The majority of growth in the coming years is expected in Asia, the Middle East, and Africa [1]

Inflation Overview - Singapore's inflation in November remained steady at 1.2%, missing estimates of 1.3%, as higher service prices were offset by a decline in electricity costs [1] - Core inflation also came in at 1.2%, compared to expectations of 1.3% [1] Economic Performance - Non-oil exports surged 11.6% year on year in November, exceeding estimates of a 7% rise [2] - Singapore's economy grew at 4.2% in the third quarter, beating expectations of 4% expansion [2] GDP Forecast - The ministry of trade and industry upgraded the full-year GDP forecast to "around 4%" and projected 1%-3% growth for 2026, a significant revision from earlier warnings of potential zero growth [3] - The trade ministry noted that the global environment has proven more resilient than anticipated, with strong manufacturing and export demand in the third quarter [3] Monetary Policy - The Monetary Authority of Singapore (MAS) has maintained its monetary policy steady for the last two meetings after easing it in January and April due to global economic threats [4]

It's been a very strong year for the markets, by the way. A very strong year for Bank of America in the markets. The economy has done well, not as well, perhaps, as the markets might indicate.Do you think the economy is in better shape because the markets are really over predicting what's going on. Look, as you look at our team, we have a great research team. As you know, David, their projection for 26 is a strong economy, 2.4% U.S. GDP growth.And that's strong not only on a relative basis to trend above 2% ...

Key Takeaways Forecasters believe the economy grew at a fast pace in the third quarter, though the report was delayed by the government shutdown and the data is getting stale. Beneath all the turmoil, economists believe the economy continued to expand in the third quarter, powered by the main engine of economic growth: consumer spending. Related Education Real Gross Domestic Product (Real GDP): How to Calculate It, vs. Nominal What Are Tariffs and How Do They Affect You? "Available data suggest that the eco ...

Key Takeaways November CPI rose 2.7% year over year, below expectations, easing pressure on Federal Reserve policy meeting.AS expects 21.5% earnings growth next year, with current-year earnings estimates up 10.7% in the past 60 days.ROKU's current-year earnings growth tops 100%, and its earnings estimates jumped 83.3% over the past 60 days.The Federal Reserve cut interest rates in December but signaled only one rate cut in 2026, given that inflation remains high. However, a soft inflation reading for Novemb ...

Core Insights - Private investment in India is expected to increase in 2026, driven by strong domestic consumption, reduced GST rates, government reforms, low inflation, and low interest rates [1][14] - The upcoming budget is anticipated to prioritize public capital expenditure, which may further stimulate private investment [14] Economic Indicators - Capacity utilization has risen to approximately 75%, indicating steady economic activity and supporting a potential increase in private capital expenditure [8][14] - Private capital expenditure increased by 11% to ₹9.4 lakh crore in FY25 compared to the previous year, with order books for capital goods companies surging by 20.7% [9][14] - New project announcements reached ₹14.6 lakh crore in the first half of FY26, up from ₹7.8 lakh crore in the same period the previous year [9][14] Sectoral Insights - Sectors such as fast-moving consumer goods, consumer durables, renewables, electronics, and electric vehicles are expected to see heightened investment due to sustained domestic demand [1][14] - The robust order book position of capital goods companies is likely to support continued capital expenditure growth, particularly in semiconductors, electronics, electrical equipment, EV components, and basic metals [10][14] Government Policies - Recent policy changes include a revamp of GST, new labor codes, modifications to the rural employment guarantee scheme, insurance reforms, and the opening of nuclear power to private sector participation [2][14] - Central government capital expenditure increased by 32% to ₹6.2 trillion in the April-October period compared to ₹4.7 trillion in the same period the previous year [11][14] Inflation and Monetary Policy - The RBI cut the policy repo rate by 25 basis points to 5.25%, totaling a reduction of 125 basis points in 2025, which, along with softer retail inflation averaging 2.3% in 2025, is expected to support demand and investment [5][14] - Gross fixed capital formation rose by 7.3% in the second quarter of FY26, slightly lower than the 7.8% growth in the previous quarter [10][14]

Tourists look past Guyana. It's ready to change their minds. The world's fastest-growing economy is using its oil wealth to develop its ecotourism options. https://t.co/tM4FDfZL7L ...

Lackluster growth in Asia and low inflation justified rate cuts, writes @Moss_Eco. The same prescription may not work in 2026 (via @opinion) https://t.co/JtQblAXIK2 ...

The great artificial intelligence boom that’s fueling US economic growth now depends heavily on credit markets to finance the investments. Utilities are among the key borrowers https://t.co/mqsa6NY9uF ...

Tourists look past Guyana. It's ready to change their minds. The world's fastest-growing economy is using its oil wealth to develop its ecotourism options. https://t.co/xcSlPVB40s ...