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Global / Insights

Economics, Currencies & Rates Research

January 22, 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: China’s growth and currency play

January 19, 2018
Weekly Wrap: China’s growth and currency play

The latest batch of data signified that China is taking strong momentum into 2018. Meanwhile, it is making headway with its renminbi internationalisation via the petro-CNY approach.

China / Currencies

Petro-CNY: Timing, reach, geopolitics, implications

January 19, 2018
Petro-CNY: Timing, reach, geopolitics, implications

Some may argue the whole Chinese yuan (CNY) internationalisation agenda is an elusive concept. But the fact is that it is proceeding swiftly.

China / Real Estate

Mild recovery in sales

January 16, 2018
Mild recovery in sales

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.

China / Real Estate

Weekly new launches and sell-through hit new highs

January 03, 2018
Weekly new launches and sell-through hit new highs

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.

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...

Global / Equities

Scaling new heights

January 17, 2018
Scaling new heights

While 2017 will be a year to remember, we think that the pace of economic growth in 2018 will support further market gains.

Global / Equities

Equities extend their gains; Japan sees largest inflows

January 15, 2018
Equities extend their gains; Japan sees largest inflows

Global markets extended their gains; Japan led developed countries with the most inflows for its ETFs. For more, check out or Weekly Global ETF Commentary.

Global / Equities

Bond ETFs had record year; trend could continue as rates ri...

January 08, 2018
Bond ETFs had record year; trend could continue as rates rise

2017’s bond ETF flows reached US$126bn, a record for the industry, helping bond ETFs account for 20% of total ETF assets. For more, check out or Weekly Global ETF Commentary.

Economics Daily

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India / GDP

Trade deficit widens on commodities

January 16, 2018
Trade deficit widens on commodities

India’s December trade numbers were a mixed bag. Whilst exports fared better on nominal terms, a strong jump in imports saw the trade deficit deteriorate sharply. The cumulative April-December goods ...

India / Rates

Firm inflation triggers policy debate

January 15, 2018
Firm inflation triggers policy debate

With inflation in India hovering at a 15-month high – amid signs of economic recovery – the Reserve Bank of India will have to extremely careful in its guidance on the direction of rates, inflation, ...

China / Currencies

Why has the PBOC changed the RMB fixing formula?

January 10, 2018
Why has the PBOC changed the RMB fixing formula?

The removal of the ‘adjustment factor’ is in large part due to more balanced cross-border flow and also signifies that the government’s growing discomfort with the RMB’s recent ascent against the gre...

Global / GDP

This Week: Policy action from Europe, Japan, and Malaysia

January 22, 2018
This Week: Policy action from Europe, Japan, and Malaysia

While no action is expected from the European Central Bank, Bank of Japan, and Bank Negara Malaysia, the policy language and guidance will be of considerable interest.

Global / Currencies

The Euro faces downside risks this week

January 22, 2018
The Euro faces downside risks this week

The currency will be looking to break out of last week’s tight US$1.22-$1.23 range, with risks skewed to the downside. For more on currencies and rates, check out our Overnight Wrap and the Day Ahead

US / Rates

Steady FOMC

December 14, 2017
Steady FOMC

The US has made an impressively smooth recovery from the depths of the 2008/09 crisis, thanks to the Federal Reserve’s steady hand. We don’t expect the Fed to change its tone or direction appreciably...

Market Movers

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Developed Markets / Equities

US stocks rise to all-time highs

January 22, 2018
US stocks rise to all-time highs

Investors shrug off shutdown jitters to continue the record run

Asia / Equities

Most Asia indices close higher

January 22, 2018
Most Asia indices close higher

But Australia and South Korea decline

Global / Currencies

The euro advances

January 22, 2018
The euro advances

Optimism reigns over Angela Merkel's political breakthrough after months of stalemate

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

2018: The Bull Ain't Done

December 15, 2017
2018: The Bull Ain't Done

The Chief Investment Office brings you the investment outlook and strategy for 2018

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Global / Equities

Video: Desperately seeking value in 3Q17

July 27, 2017
Video: Desperately seeking value in 3Q17

DBS Chief Investment Officer Lim Say Boon discusses the frustrating outlook for global equities

Featured Publications

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...

China / Consumer Goods

China Dairy: Downstream is key

November 30, 2017
China Dairy: Downstream is key

China dairies in the downstream segment that have exposure to fast-growing product lines will be leading the industry’s growth. In this deep dive, we look at the industry’s dynamics, potential M&A ac...

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.