Economics and Macro Strategy
The Indonesian government announced an increase of non-subsidized fuel effective immediately on October 10 by an average 16%.
The ongoing market sell-off does not represent a healthy cleaning out of positions. Market uncertainty will persist, in our view.
The government has rejected tenders from developers for the Mansfield Road residential site as their bids failed to meet the desired reserve price.
Developers' share prices could react negatively, thus we prefer diversified plays like CAPL and FPL.
We retain our Neutral view on the sector as we believe the sector’s current valuation and pick companies with sustainable earnings growth: Vanke (2202 HK) and CR Land (1109 HK).
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The benchmark Straits Times Index (STI) has fallen 3.1% since our last update on 18 September.
US equity ETFs had an inflow of $1.95 billion, fixed income had $6.17 billion of withdrawals, international equities garnered $318.6 million and international fixed income had inflows of $182.4 milli...
There are nuanced opportunities across the SGD curves.
Rising rates and dollar, China-US trade friction, high oil prices and geopolitical unease have resulted in a broader sell-off.
Hang Seng Index slump alongside weakening CNY. Hong Kong’s banks raised the prime rate shortly after the Fed Fund rate hike.
Stress from CNY-CNH gap widening
There is room for real rates to rise in Asia due to tighter monetary policy.
With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...
Wealth Dailies rounds up overnight markets with Market Snapshot, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack
Investors are fretting over the US-China trade war’s impact, Italian debt crisis, and rising rates
But its FX report seen as China's final warning
The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
As the world’s biggest buyer of oil, China may view the settlement of oil in Chinese yuan as a natural course of development.
We continue to believe that Asian equities are poised for further outperformance; we prefer exposure to Hong Kong/China and emerging ASEAN.
We are keeping the annual GDP growth forecasts unchanged
While Italy's Budget has been priced in, there are two things on the horizon that can spur a reaction
The world’s third-largest economy has not seen negative growth since 1Q15
We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.
Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.