Investors mull US-China trade talks; Australia releases its budget report
The rupiah sinks to its weakest since 2015, on economic growth concerns
Stocks struggle for direction after Trump scraps Iran nuclear deal
Investors are increasingly buying protection for downside risks
Global investors are seeking cheaper exposures to equities
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication
DBS Chief Investment Officer Lim Say Boon discusses the frustrating outlook for global equities
Neither feast nor famine - that is the frustrating outlook for global equities
The global market recovery continues unabated despite a string of weak data points out of China, EU, and the US; we think the market is betting on China stimulus to save the day.
Economics and Macro Strategy
The Japanese economy has emerged from the natural disasters last autumn but the return to positive growth has been disappointing. We have trimmed our 2019 GDP growth forecast to 0.7% from 1.0%.
Suburban malls showed better reversionary growth and should continue to outperform prime shopping centres for 2019.
Ability of internet companies attracting users a key importance for retailers as offline investments continue to drag down margins.
Local developers snapped up land sold by the Hong Kong government for residential or commercial use as China-based developers become less active in land banking in the city.
Global markets continue to be rattled by capricious comments from China and the US before the Xi-Trump summit.
US-listed ETFs showed inflows of $7.1 billion. Equities received $4.2 billion as fixed income had an inflow of $2.9 billion and international equities gained $2.3 billion.
US-listed ETFs had inflows of $5.5 billion with equities receiving $6.0 billion whereas fixed income had outflows of $1.4 billion.
Manufacturing PMI contracted for a second straight month in January alongside a declining industrial profit.
#10 Long S-REITS as a defensive play.
#9 Short CNY
Non-call risk and Asian AT1 bonds, Singapore's 2019 budget
The advancement of Chinese smartphone makers could be attributed to structural factors, such as technology/product maturity, price competitiveness and marketing success.
Having accounted for 30-40% of global growth in recent decades, a slowing of the Chinese economy perhaps matters the most for global trade.\n.
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.