Insights and Analysis

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South Korea / GDP

Is the Optimism Justified?

March 29, 2017
Is the Optimism Justified?

Korea’s financial markets have remained resilient despite the political turmoil that started in late 2016. While we think that there may be fiscal stimulus after a new government takes office, we thi...

India / Rates

Monetary Policy on Cruise Control

March 27, 2017
Monetary Policy on Cruise Control

After shifting to a neutral stance for monetary policy, India’s central bank may be pulling the brakes on the easing cycle that started in early 2015.

Thailand / GDP

Narrower Current Account Surplus a Plus

March 21, 2017
Narrower Current Account Surplus a Plus

We expect Thailand’s current account surplus to narrow to 7.2% and 6.5% of GDP in 2017 and 2018 from 11.4% in 2016. A narrowing of the surplus should be seen as a positive sign.

Singapore / Real Estate

Focus on Mapletree’s REITs

March 30, 2017
Focus on Mapletree’s REITs

We believe that Mapletree’s group of real estate investment trusts are poised for a good year, thanks to a recovering industrial sector and their financial strength.

China / Real Estate

Inventory Starting to Build in Key Cities

March 30, 2017
Inventory Starting to Build in Key Cities

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier-I to -III cities; as well as an overview of the share performance of sector players.

Indonesia / Consumer Goods

Oversupply Returning?

March 29, 2017
Oversupply Returning?

Broiler prices have been declining since January, perhaps because of excessive imports in 2015. For now, we are maintaining our forecasts and targets for firms in the industry.

Singapore / Equities

Singapore Wired Daily

March 30, 2017
Singapore Wired Daily

A daily digest of our market view, along with key highlights and our analysis on news stories affecting investor sentiment.

Global / Equities

Weekly Global ETF Commentary

March 27, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Singapore / Equities

Singapore Model Portfolio

March 22, 2017
Singapore Model Portfolio

This aims to help traders build a portfolio of Singapore stocks for their clients, based on their risk profile. Stock picks are based on sectoral, fundamental and technical analysis.

Economics Daily

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Thailand / GDP

Forecasting Higher GDP, Lower Inflation

March 30, 2017
Forecasting Higher GDP, Lower Inflation

Coupled with an expansionary fiscal policy, stronger export growth is seen to be driving Thailand’s overall GDP growth momentum.

Vietnam / GDP

Not as Bad as It Looks

March 30, 2017
Not as Bad as It Looks

Vietnam’s 1Q17 GDP growth surprised on the downside while inflation peaked. But we do not expect any monetary policy action by the central bank in the coming months. Find out why.

South Korea / GDP

Jobs Weakness to Hold

March 30, 2017
Jobs Weakness to Hold

South Korea’s unemployment rate has been on a steady increase since 2013. The outlook remains challenging this year too.

Global / Currencies

Euro Down, Dollar Up on Banks’ Stance

March 30, 2017
Euro Down, Dollar Up on Banks’ Stance

The market may have underestimated the Fed’s resolve to normalise monetary policy, just as it underestimated the ECB’s will to keep its policy loose this year.

US / Rates

More Than Complacent

March 30, 2017
More Than Complacent

Market expectations of three US Federal Reserve hikes in the next 21 months are beyond complacent. We expect three more hikes this year, and four next year.

Europe / Rates

Attention Split Between ECB and Brexit

March 30, 2017
Attention Split Between ECB and Brexit

Focus overnight was split between rumoured European Central Bank comments and the UK officially triggering Article 50. Read on for our analysis on both events.

Market Movers

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Developed Markets / Equities

US Stocks Creep Higher

March 30, 2017
US Stocks Creep Higher

Low trading volume caps gains in US equities; European and UK shares rally despite Brexit

Asia / Equities

Asian Equities End Mixed

March 30, 2017
Asian Equities End Mixed

Investors weigh Brexit plans amid positive US economy data

Global / Currencies

Sterling Pares Losses

March 30, 2017
Sterling Pares Losses

The pound hit a one-week low as Brexit kicks off

Global / Insights

DBS Chief Investment Office Collection

March 29, 2017
DBS Chief Investment Office Collection

The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions

Global / FX Currents

WTI Crude Oil: Uncertainty Continues

March 28, 2017
WTI Crude Oil: Uncertainty Continues

Stand aside to monitor if support at 45.33 holds.

Global / Insights

Trump Health Care Bill Fails to Launch

March 27, 2017
Trump Health Care Bill Fails to Launch

Major doubts are cast on the administration's ability to push through other initiatives

Global / Equities

ETF/Equity Tactical: Chevron, CSOP FTSE China A50 ETF

March 30, 2017
ETF/Equity Tactical: Chevron, CSOP FTSE China A50 ETF

Chevron shares are at a crucial converged support and the slide seems to be losing steam

Global / FX Chartist's Diary

EUR/GBP: Resolving Triangle to Set Direction Free

March 30, 2017
EUR/GBP: Resolving Triangle to Set Direction Free

Triangle patterns can often be deceiving and misleading.

Global / Equities

Equity Tactical: Royal Dutch Shell, Celgene, BYD Co

March 29, 2017
Equity Tactical: Royal Dutch Shell, Celgene, BYD Co

An opportunity for tactical longs has emerged in Royal Dutch Shell's recent retreat

Featured Publications

China / Consumer Services

China Senior Housing: An Attractive Trap

March 13, 2017
China Senior Housing: An Attractive Trap

Contrary to common belief that there is an undersupply of senior housing in China, we believe there will likely be oversupply in the near future. Developers will need to shift their mindset to one of...

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Singapore / Real Estate

Rocky Road Ahead

March 07, 2017
Rocky Road Ahead

The property market in 2017 will remain a tenants’ market as a higher supply of new real estate will pose a risk to most subsectors. It will be another year of moderation for the Singapore property m...