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Global / Currencies

Erroneous order sends gold plummeting

June 27, 2017
Erroneous order sends gold plummeting

The dollar, pound, and euro end flat

Developed Markets / Equities

Tech slide in US continues

June 27, 2017
Tech slide in US continues

Wall Street fails to sustain global equities rally

Asia / Equities

Asian equities rise

June 27, 2017
Asian equities rise

China continues to outperform amid investor optimism

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

Global / Insights

How much can a bull bear?

June 19, 2017
How much can a bull bear?

Brace for further market volatility as geopolitical uncertainties ratchet up

Global / Insights

Political Risks Rise, Stocks Flat-Line

June 12, 2017
Political Risks Rise, Stocks Flat-Line

Global equities continue to grind sideways amid policy and political uncertainties

Global / Equities

The markets needed a correction; they will get it

May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Global / Equities

Have global equities hit stall speed?

May 12, 2017
Have global equities hit stall speed?

DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.

Global / Equities

The NEXT 100 days of the Donald, Part 2

May 08, 2017
The NEXT 100 days of the Donald, Part 2

DBS Chief Investment Officer Lim Say Boon discusses how global equities will fare outside the US

Insights and Analysis

  • Economics
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  • Economics
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Vietnam / GDP

Stability is key

June 27, 2017
Stability is key

Concerns are rising that Vietnam may be aiming for faster growth at the expense of stability; policymakers could do worse than to accept slower growth in return for sustainability.

India / GDP

India gets ready for goods-and-services tax

June 23, 2017
India gets ready for goods-and-services tax

The impact of the GST is expected to be mixed in the near term but beneficial in the medium- to long-term; this reform will be a litmus test for the government as the economy begins another phase of ...

Thailand / GDP

The deleveraging drag

June 23, 2017
The deleveraging drag

Deleveraging will restrain private consumption in Thailand. Given that private consumption makes up about half of GDP, one should expect real GDP growth to remain at about 3.5% per year in the medium...

China / Real Estate

Further tightening of liquidity ahead

June 20, 2017
Further tightening of liquidity ahead

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

Further hikes in interest rates

June 06, 2017
Further hikes in interest rates

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 / Real Estate

Hotels are on the road to recovery

June 06, 2017
Hotels are on the road to recovery

In the first four months of the year, there were 14.34m mainland Chinese visitors, up 3.3% y-o-y, reversing the downtrend in the previous two years.

Global / Equities

Weekly Global ETF Commentary

June 27, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

China / Equities

A-shares win MSCI Index inclusion

June 21, 2017
A-shares win MSCI Index inclusion

While the move is a major step forward for Beijing as it attempts to liberalise its financial markets, the short-term impact on capital inflows will be more symbolic than substantive.

Global / Equities

Weekly Global ETF Commentary

June 19, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Economics Daily

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India / GDP

Keeping an eye on India’s rain

June 27, 2017
Keeping an eye on India’s rain

Sowing activity is progressing well in India, as cumulative rainfall marks an improvement over last year’s.

Thailand / GDP

Plenty of excess capacity

June 27, 2017
Plenty of excess capacity

We don’t see any reason to be more upbeat on GDP growth outlook in the near term until we see stronger growth in the manufacturing sector – and an alleviation of excess capacity.

Singapore / GDP

Singapore’s inflation spiked up and industrial output moder...

June 27, 2017
Singapore’s inflation spiked up and industrial output moderated

Core inflation remains fairly high, and while electronics output remains a bright spot, we expect production growth to run sideways in the coming months before declining at the latter part of the yea...

Global / Currencies

Short-term momentum is still weak for most currencies

June 27, 2017
Short-term momentum is still weak for most currencies

Sentiment remains weak for most currencies in the short term, with the commodity currencies and THB the only ones to buck this trend.

US / Rates

There’s little impetus for a strong trend in US Treasurys

June 27, 2017
There’s little impetus for a strong trend in US Treasurys

From a broader perspective, not much has changed in US Treasurys and – with little on the US data calendar – there isn’t much impetus for the market to trend strongly in either direction.

US / GDP

There’s no stopping the US housing market of late

June 27, 2017
There’s no stopping the US housing market of late

Wage growth of 2.5% per year juxtaposed against home-price growth of 6% per year is a collision waiting to happen. At least one of the three – sales, prices or wages – has to give way soon.

Featured Publications

Global / GDP

Q3: Forging ahead

June 08, 2017
Q3: Forging ahead

Everything in the economy is back to normal. Best plan on one hike per quarter through mid-2019, with the risk that the Federal Reserve has to up the pace before then.

Indonesia / Financials

Indonesian multi-finance companies: Bridging gaps with the ...

May 25, 2017
Indonesian multi-finance companies: Bridging gaps with the underbanked

The opportunity to reach out to Indonesia’s vast unbanked population may lie with the country’s multi-finance companies; we take a look at the key players, the potential for growth, and what lies ahe...

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...