Economics and Macro Strategy
The Indonesian second presidential debate on energy, food, and infrastructure was held on 17 Feb 2019.
Despite external headwinds, the government continued to focus on strengthening Singapore’s security, enhancing economic transformation, and fostering an inclusive society.
Office plays and developers with sizeable exposure to the Greater Bay Area (GBA) set to benefit from strong potential of the economic region.
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.
Muted market reaction following Budget 2019 as focus continues to be on possible US-China trade deal and 4Q result season.
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.
Hear from DBS' Singapore economist Irvin Seah on the key takeaways from the 2019 Budget.
China’s exports rebounded substantially in January. But usual volatility around the floating Lunar New Year holiday is a fact.
Manufacturing PMI contracted for a second straight month in January alongside a declining industrial profit.
BI to remain on the sideline; USD bulls step back for now
Last year’s sharp price correction has brought back value-seeking investors to Asia, as bets on some resolution of trade wars and expectation of more policy stimulus in China rise.
The advancement of Chinese smartphone makers could be attributed to structural factors, such as technology/product maturity, price competitiveness and marketing success.
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
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.