Our Nowcast estimates show solid Q2 growth in China, India, and Singapore. With the Fed likely to hike twice more in 2018, further USD rally looks inevitable, entailing a revision of our FX forecasts
Our top-two picks for the World Cup are Germany and Brazil. Top ranking in football is the playground of middle- and upper-income economies. When ranking falls below 50, income and performance link f...
We believe concerns over the credit environment for developers will continue to weigh on market sentiment for the sector. Our Picks: Shimao (813), CIFI (884)
Astra Agro (AALI), Lonsum ( LSIP), Bumitama (BAL), First Resources (FR), Wilmar (WIL) and TSH Resources (TSH) remain our top BUY
We maintain our Overweight rating on the counter, given its attractive valuation with average 2018 PE of 8.8x and its generous 2018 dividend yield of 5.5%. Our top picks are ANAN and ORI
For this and other ideas, please check out the Singapore Stock Pulse. Your go-to morning essential that inspires you with investment and trading ideas daily.
Stocks to watch: CRRC Corp, China Jinmao Holdings, Xinjiang Goldwind-H, CNOOC, Tongda Group, China New Higher Education, China Taiping, China Southern Airlines, China Shenhua Energy
Our Picks: Kin Yat Holdings (638 HK) and Shenzhen Neptunus Interlong Bio-tech (8329 HK)
Stronger USD, higher Sibors/SORs; watch Turkey elections
The central banks of Taiwan and Thailand are expected to keep rates on hold while Philippines’ Bangko Sentral ng Philipinas could hike 25bps in decisions this week.
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
Australia stocks hit new 10-year high
Concerns over the outlook for global trade and growth linger
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.
DBS Chief Investment Officer Hou Wey Fook shares how to navigate markets in 3Q18
In the near-term, USD/CAD is moving toward an overbought posture; but the longer-term still shows CAD weakness
The euro suffers a nasty knock lower
Demand for new private homes projected to remain above historical average
We believe removing legislative obstacles is the first step that the government needs to establish a modern REIT regime. Also, we believe that relaxation of policy and taxation is more conducive to g...
We believe that there is a level playing field across the financial, logistics and aviation sectors now whereas the playing field is tilted in favour of digital challengers in the retail and land tra...