Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Global / GDP

Weekly: Nowcast Update; FX forecast revision

June 22, 2018
Weekly: Nowcast Update; FX forecast revision

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

Global / Economics & Strategy

Research Library

June 22, 2018
Research Library

Research Library

Global / GDP

Weekly: World Cup, Economies, and Markets

June 14, 2018
Weekly: World Cup, Economies, and Markets

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...

Singapore / Real Estate

Orchard Road home prices to hit S$4,000 psf?

June 14, 2018
Orchard Road home prices to hit S$4,000 psf?

Assuming a 10% balcony bonus, the break-even levels for Shun Tak’s prime residential sites are c.S$3000 psf.This implies that these projects could potentially be launched at S$4,000 psf.

Singapore / Real Estate

Wingtai-Keppel Land goes head-to-head with Oxley in Distric...

June 05, 2018
Wingtai-Keppel Land goes head-to-head with Oxley in District 19

Affinity at Serangoon and The Garden Residences were launched for sale over the weekend in District 19. As the build-up to the launch was widely anticipated, both have decent sales to date.

China / Real Estate

Intensified concerns on credit environment

May 30, 2018
Intensified concerns on credit environment

The recent suspension of Country Garden’s issuance of Panda bonds intensified market concerns on onshore liquidity. Concerns on the credit environment may dampen sentiment towards the sector as well.

Global / Equities

Weekly Global ETF Commentary

June 19, 2018
Weekly Global ETF Commentary

Most ETF stocks fall due to unrest over the possibility of a US-China trade war.

Global / Equities

Weekly Global ETF commentary

June 11, 2018
Weekly Global ETF commentary

All the ETF sectors that mostly gained were led by consumer discretionary sector (XLY), financial (XLF), aerospace and defence (XAR), Industrials (XLI) and technology (XLK)

Global / Equities

Weekly Global ETF Commentary

June 04, 2018
Weekly Global ETF Commentary

U.S.-listed ETFs continue to attract net inflows of $4,451.01 million during the last week of May. The U.S. ETF marketplace closed at $3,574.98 billion in total AUM.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Hong Kong / Rates

The Hibor overshoot

June 18, 2018
The Hibor overshoot

Tighter HKD liquidity is expected as G3 central banks pull back on stimuli.

Singapore / Rates

SGS: RV vs IRS

May 31, 2018
SGS: RV vs IRS

SGS are cheap compared to swaps.

Singapore / Rates

SGS : How rich is the 5Y?

May 15, 2018
SGS : How rich is the 5Y?

The 5Y tenor of the SGS curve has been rich since the 2008/09 crisis

Singapore / FX

Macro Strategy

June 22, 2018
Macro Strategy

Stronger USD, higher Sibors/SORs; watch Turkey elections

Global / GDP

This Week: Prospect of 2nd BSP hike

June 18, 2018
This Week: Prospect of 2nd BSP hike

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.

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

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...

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

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

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

Global / Outlook

3Q17: Desperately seeking value

June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

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...