Insights and Analysis

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Global / GDP

Weekly Wrap: Asia’s financing fault lines

February 15, 2018
Weekly Wrap: Asia’s financing fault lines

If dollar funding conditions were to tighten during the course of this year, the fixed income and exchange rate markets of India, Indonesia, and Malaysia will face the brunt of adjustment.

Global / Insights

Economics, Currencies & Rates Research

February 14, 2018
Economics, Currencies & Rates Research

DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...

Global / GDP

Weekly Wrap: Buckle up

February 09, 2018
Weekly Wrap: Buckle up

As global markets face the fact that interest rates are finally creeping up, volatility will also spike. Get ready for an unpleasantly bumpy ride.

China / Consumer Goods

Encouraging technology upgrade

February 14, 2018
Encouraging technology upgrade

The Chinese government’s latest electric vehicle subsidy scheme encourages automakers to accelerate their technology upgrade. This is set to benefit electric vehicle makers with strong technolo...

China / Real Estate

New loans come in above expectations

February 14, 2018
New loans come in above expectations

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.

Southeast Asia / Commodities

Normalising stockpile – price pressure may ease in 1Q18

February 12, 2018
Normalising stockpile – price pressure may ease in 1Q18

We are maintaining our list of top picks, as they have strong upstream divisions to take advantage of the recovery in CPO prices for the rest of the year. Find out which firms made our list.

Singapore / Equities

Seeking safe harbour

February 15, 2018
Seeking safe harbour

Our Singapore Model Portfolio picks were not spared the downswing in global equities. Our current active stocks returned an average 5.2% to outperform the STI by 4.8%. Find out which stocks we still ...

Singapore / Equities

Developers post best January private home sales in four yea...

February 15, 2018
Developers post best January private home sales in four years.

The market expects 11,000-14,000 private homes to be transacted in the primary market this year - up from last year's 10,566 units. For more, check out today’s Singapore Wired Daily.

Singapore / Equities

Opportunity, not a calamity

February 14, 2018
Opportunity, not a calamity

We think that the recent correction is an opportunity to scoop up some oversold names; find out what our picks are.

Economics Daily

  • Asia
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Malaysia / GDP

Malaysia: Another stunning performance

February 14, 2018
Malaysia: Another stunning performance

The economy grew 5.9% YoY in 4Q17 despite a high base last year. We expect GDP growth to moderate to 5.0% in 2018 given the high base and a normalisation in global economic conditions.

Japan / GDP

Japan: Weak 4Q17 but …

February 14, 2018
Japan: Weak 4Q17 but …

The economy grew 0.5% (QoQ saar) in 4Q17, the weakest pace in eight quarters. But key leading indicators suggest that growth will rebound in 1Q18.

Singapore / GDP

Singapore: Towards normalisation

February 14, 2018
Singapore: Towards normalisation

We expect GDP growth to moderate to 3.0% in 2018. More importantly, the economy has shifted from a recovery towards a normalised growth path.

US / Rates

A whiff of US inflation

February 15, 2018
A whiff of US inflation

The uptick in CPI data suggests inflationary pressures may finally be materialising. While a single data point does not make a trend, 10Y yields may breach 3% if inflation gathers steam going forward

US / Rates

US Yields: The big 3%

February 12, 2018
US Yields: The big 3%

The big 3% looms for 10Y US Treasurys – seen by many as a key technical resistance level that is unlikely to be breached. However, we prefer to view 3% as a neutral level for 10Y yields.

Global / GDP

This Week: Japan’s and Malaysia’s GDP; inflation in India; ...

February 12, 2018
This Week: Japan’s and Malaysia’s GDP; inflation in India; and rates

We will be paying attention to economic growth, inflation, and interest rates – amid market volatility – this week.

Market Movers

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Developed Markets / Equities

US stocks extend rebound

February 15, 2018
US stocks extend rebound

Economic data firm up expectations that Fed will keep rate hikes gradual

Asia / Equities

Most Asia stocks rise

February 15, 2018
Most Asia stocks rise

Hong Kong shares post biggest daily gain since May 2016, but Australia languishes

Global / Currencies

The yen reaches its strongest in 15 months

February 15, 2018
The yen reaches its strongest in 15 months

JPY’s trade-weighted index is still 3% below its multi-year average

Global / Insights

DBS Chief Investment Office Collection 2018

February 15, 2018
DBS Chief Investment Office Collection 2018

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 / Insights

DBS Chief Investment Office Collection

December 21, 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 / Equities

US equities: what to pick up now?

February 15, 2018
US equities: what to pick up now?

The current bout of weakness presents an opportunity for investors to gain exposure to sectors which we favour in the US

Global / FX Tactical

Looking to unwind EUR's Macron-led gains

February 15, 2018
Looking to unwind EUR's Macron-led gains

Latest US inflation data has the soft USD theme back in play

Global / FX Tactical

JPY gains but it's in the script

February 14, 2018
JPY gains but it's in the script

It has broken the trendline support, drawn from September 2012's low of 78.02, at 108.08

Featured Publications

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...

Hong Kong / Consumer Services

Hong Kong Hotels: Time to check in

December 05, 2017
Hong Kong Hotels: Time to check in

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...