Insights and Analysis

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India / GDP

Quick fixes threaten macro-stability

September 20, 2017
Quick fixes threaten macro-stability

As India’s growth slows, the market is likely to crank up calls for stimulus. But we think that the costs of targeting faster growth via fiscal or monetary policy are likely to outweigh the benefits.

Taiwan / GDP

Taiwan and ASEAN: A step closer

September 19, 2017
Taiwan and ASEAN: A step closer

There is plenty of room for Taiwan to diversify from China to Southeast Asia; we assess the opportunities and risks in the ASEAN market – looking at growth prospects, labour resources, and macroecono...

Global / GDP

Q4 Outlook: Enduring myths

September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.

China / Real Estate

Encouraging rise in traffic to sales offices

September 20, 2017
Encouraging rise in traffic to sales offices

Guangzhou, Foshan, and Zhongshan are reporting more interest from potential home-buyers; we have developers CIFI, Yuzhou, KWG, Yanlord, and Yuexiu on our radar.

Thailand / Real Estate

Prime locations are still pulling in buyers

September 20, 2017
Prime locations are still pulling in buyers

After a relatively flat take-up rate of new condominiums during the first eight months of the year, there has been more activity recently, especially for projects in prime locations.

Indonesia / Telecommunications

Mobile operators cut rates in fight for customers

September 20, 2017
Mobile operators cut rates in fight for customers

Telkomsel has launched aggressive data pricing in Java while lowering voice pricing outside Java.

Singapore / Equities

Our dividend pick FLT has outperformed the market by 12.5%

September 22, 2017
Our dividend pick FLT has outperformed the market by 12.5%

Frasers Logistics & Industrial Trust has returned 14% (including dividends) since its inclusion on 20 March versus the Straits Times Index’s 1.5%. For more top stories on Singapore’s market, see Sing...

Hong Kong / Equities

Time to take some chips off the table?

September 19, 2017
Time to take some chips off the table?

We are seeing some signs that the Hong Kong market is losing steam, and some risks are growing. Investors should take profit in automakers and Chinese consumer stocks.

Global / Equities

Not all ETFs are thriving

September 18, 2017
Not all ETFs are thriving

Exchange-traded funds (ETFs) are gathering assets at a record pace but not all are thriving, with a record 42 ETFs scheduled to close in September. For more, see our Weekly Global ETF Commentary.

Economics Daily

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India / GDP

Is India putting the brakes on fiscal consolidation?

September 22, 2017
Is India putting the brakes on fiscal consolidation?

Indian press is reporting that a fiscal stimulus package is under consideration. With revenues lagging behind, this would mean the government is choosing to prioritise growth over fiscal discipline.

Japan / GDP

Keeping rates steady amid political worries

September 22, 2017
Keeping rates steady amid political worries

The Bank of Japan – and the market – are now focusing the Federal Reserve’s monetary tightening and North Korean tensions, as well as the possibility of a snap election in Japan.

Indonesia / Rates

Will the outcome of the FOMC meeting change Bank Indonesia’...

September 22, 2017
Will the outcome of the FOMC meeting change Bank Indonesia’s tone?

We reckon that a cut of 25 basis points is likely on Friday, given the BI’s dovish tendency of late. But it will be interesting to see if BI may alter its tone following the meeting of the Federal Op...

Europe / Currencies

EUR bulls wary of German election outcome

September 22, 2017
EUR bulls wary of German election outcome

The EUR/USD picked up ahead of this weekend’s federal elections in Germany, but the upside is limited, with all parties likely to fall short of a majority and likely gains by the far-right opposition

US / Currencies

Trump tax cut would bolster USD recovery

September 21, 2017
Trump tax cut would bolster USD recovery

The US Federal Reserve’s decision to start unwinding its balance sheet from October was a boost for the USD, which is now looking for a corporate tax cut to be announced next week.

Europe / GDP

Wage growth shows signs of life

September 21, 2017
Wage growth shows signs of life

There’s narrowing labour slack in the Eurozone as seasonally adjusted wage growth rose 1.8% year-on-year in 2Q17, the strongest pace in two years.

Market Movers

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Developed Markets / Equities

US stocks fall from records

September 22, 2017
US stocks fall from records

Investors chew on the impact of the Federal Reserve's decisions

Asia / Equities

Asian shares tread water

September 22, 2017
Asian shares tread water

Investors weigh China's downgrade, Fed's rate decision

Global / Currencies

The dollar slips, yen weakens

September 22, 2017
The dollar slips, yen weakens

Repositioning after the Fed's announcement weighs on the greenback

Global / Insights

DBS Chief Investment Office Collection

September 14, 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

Yen is still the last shoe to fall

September 07, 2017
Yen is still the last shoe to fall

It has tried the 108s seven times, but this time it might be different

Global / Insights

Investors Hedge Downside Risks with Gold

September 04, 2017
Investors Hedge Downside Risks with Gold

Gold on the rise amid dollar weakness, "dovish" Fed, and lingering geopolitical uncertainties

Europe / Equity Tactical

The tide could be changing for Royal Dutch Shell

September 22, 2017
The tide could be changing for Royal Dutch Shell

For the first time in months, Royal Dutch Shell PLC (RDSA) has risen for three straight weeks.

Europe / FX Tactical

A weaker Merkel mandate can shake out EUR longs

September 22, 2017
A weaker Merkel mandate can shake out EUR longs

Germany's federal elections are in focus

Japan / FX Tactical

USD/JPY pulls higher into BOJ's meeting

September 21, 2017
USD/JPY pulls higher into BOJ's meeting

Policy looks steady ahead of BOJ Governor Haruhiko Kuroda's term expiring next April

Featured Publications

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Global / GDP

Q4 Outlook: Enduring myths

September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.

Global / Oil and Gas

Oil price: Rebalancing underway

August 25, 2017
Oil price: Rebalancing underway

We have lowered our 2017 Brent crude oil price forecast by US$5 per barrel due to higher-than-expected US shale production. But we remain positive on rebalancing in 2H17 and into 2018.