Market Movers

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Asia / Equities

Asian markets fall

August 21, 2017
Asian markets fall

Investors stay cautious on Trump concerns, Spain terror attack

Developed Markets / Equities

US stocks end lower

August 21, 2017
US stocks end lower

Concerns remain over Trump's ability to deliver on economic plans

Global / Currencies

The dollar endures see-saw trading

August 21, 2017
The dollar endures see-saw trading

Investors grapple with Donald Trump's economic agenda and Steve Bannon's White House exit

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 / Insights

Robust jobs and earnings buoy US equities

August 07, 2017
Robust jobs and earnings buoy US equities

But the rally's sustainability depends on investigations on Capitol Hill, geopolitical uncertainties

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

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

Insights and Analysis

  • Economics
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  • Economics
  • Industry
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South Korea / GDP

Assessing Moon’s first 100 days in office

August 17, 2017
Assessing Moon’s first 100 days in office

Korean President Moon Jae-in’s government is pushing ahead with domestic policies to boost incomes and reduce inequality, in line with his campaign pledges. But we see some risks ahead.

India / Currencies

Strong INR raises questions

August 07, 2017
Strong INR raises questions

From what’s driving it to what authorities may do. It also poses a headwind for exports and manufacturing growth but we believe other factors can mitigate the impact.

Global / Currencies

USD is becoming oversold

August 01, 2017
USD is becoming oversold

The USD has not been able to appreciate in spite of three Fed hikes since December 2016. But the USD could find support soon.

Singapore / Real Estate

Third time lucky for Tampines Court?

August 16, 2017
Third time lucky for Tampines Court?

Sim Lian reportedly placed a bid of S$970m for the collective sale of Tampines Court. We believe this is a leap of faith for the property developer.

China / Real Estate

Prices recover amid slower sales

August 01, 2017
Prices recover amid slower 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.

Indonesia / Financial

Indonesia needs to catch up

July 31, 2017
Indonesia needs to catch up

While the Indonesian government’s reforms have been positive for the country’s economy, we think that the labour force’s productivity needs to be upped for Indonesia to catch up with India and the Ph...

Global / Equities

Keep calm and carry on

August 16, 2017
Keep calm and carry on

The global economy is back on a stable track, with a very favourable outlook in the Eurozone, in particular.

Global / Equities

US-listed ETFs log net inflows despite volatility

August 14, 2017
US-listed ETFs log net inflows despite volatility

For the week ended 10 August, US-listed ETFs garnered US$5,038.59m net inflows, which were distributed over most asset classes. For more details, see our Weekly Global ETF Commentary.

Global / Equities

Another week of strong flows

August 07, 2017
Another week of strong flows

US-listed ETFs saw another week of strong flows, with weekly flows fairly evenly distributed over asset classes. For more details, see our Weekly Global ETF Commentary.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Thailand / GDP

Private investment drags on GDP

August 21, 2017
Private investment drags on GDP

Stronger-than-expected export growth and aggressive fiscal policies may not be enough to pull up Thailand’s 2Q17 GDP growth, with private investment likely to come in negative once again.

Taiwan / GDP

Taiwan upgrades 2017 growth forecast

August 21, 2017
Taiwan upgrades 2017 growth forecast

The Taiwanese government now expects the economy to grow 2.11% in 2017, up from 2.05%. For 2018, it forecasts growth of 2.27%, the third consecutive year of acceleration.

Indonesia / Rates

Bank Indonesia will likely to focus on stability

August 21, 2017
Bank Indonesia will likely to focus on stability

The recent political noise on the external front, which put pressure on risky assets, may push the central bank to maintain its focus on market stability above everything else.

Global / Currencies

Will Jackson Hole break the deadlock between the USD and th...

August 21, 2017
Will Jackson Hole break the deadlock between the USD and the EUR?

The scope for the USD to recover will depend on whether ECB President Mario Draghi disappoints in pushing for ECB’s monetary policy to converge with the Federal Reserve’s.

US / Rates

Risky assets looking for correction

August 18, 2017
Risky assets looking for correction

Risk aversion may push yields lower, but 10-year US Treasury yields below 2% may not be fundamentally justified.

Europe / Rates

A gradual and long-drawn taper

August 18, 2017
A gradual and long-drawn taper

The minutes of the European Central Bank’s July review demonstrated the governing council’s caution on inflation, tempering tightening expectations and causing the EUR to lose ground.

Featured Publications

Thailand / Utilities

Thai Power: Excess Supply Lingers

July 17, 2017
Thai Power: Excess Supply Lingers

Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.

China / Consumer Goods

China Pork: A meaty task to meet demand

July 04, 2017
China Pork: A meaty task to meet demand

Rising incomes and urbanisation would drive Chinese consumers towards a diet based more heavily on animal protein. We take a look at the pork industry, which would be enjoying both steady growth and ...

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.