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Global / Insights

Economics, Currencies & Rates Research

April 20, 2018
Economics, Currencies & Rates Research

DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...

India / Rates

India’s RBI Minutes strike a hawkish tone

April 20, 2018
India’s RBI Minutes strike a hawkish tone

The tone of the Reserve Bank of India’s minutes has turned distinctly hawkish, raising the odds that a shift in policy stance could happen in June.

Global / GDP

Weekly: China-US trade dynamic and “dark matter”

April 20, 2018
Weekly: China-US trade dynamic and “dark matter”

Over the past few decades, trade has become increasingly dominated by services, technology, and knowledge, rendering the usual discussion on goods trade deficits moot. We take a look at the changing ...

China / Real Estate

Emerging supply in the Kau To area

March 09, 2018
Emerging supply in the Kau To area

The development activity in the Kau To area signals that it will become a major source of luxury home supply in the New Territories in the next couple of years.

Asia / Basic Materials

Impact of metal tariffs smaller than expected?

March 09, 2018
Impact of metal tariffs smaller than expected?

With the possibility of further exclusions, the impact of the new metal tariffs by the US on the global steel market should be smaller than estimated.

China / Real Estate

Stability remains the key agenda

March 07, 2018
Stability remains the key agenda

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.

Global / Equities

Stocks gain despite geopolitical risks

April 16, 2018
Stocks gain despite geopolitical risks

Global stock markets closed higher after a choppy trading week, with US-listed ETFs gaining inflows. For more, check out our Weekly Global ETF Commentary.

Global / Equities

Embrace today’s problems with enthusiasm

April 11, 2018
Embrace today’s problems with enthusiasm

Regardless of headlines, volatility, and trade barbs, we think it is too early to suggest that we are approaching a recession or the end of the bull markets.

Global / Equities

Global markets recover; tech stocks falter

April 02, 2018
Global markets recover; tech stocks falter

The five most valuable tech stocks have lost about US$280bn in stock market value in the past two weeks even as markets rebounded. For more, check out our Weekly Global ETF Commentary.

Economics Daily

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Asia / GDP

This Week: China’s 1Q GDP in focus

April 16, 2018
This Week: China’s 1Q GDP in focus

As per our Nowcasting model, China’s real GDP grew by over 7% in 1Q. But ingredients for a slowdown in 2Q are in place, given the soft March figures.

India / Rates

Indian policy rates maintain a steady course

April 05, 2018
Indian policy rates maintain a steady course

In a surprising move, India’s central bank took a very dovish view on the inflation path for the year while keeping benchmark rates unchanged on Thursday.

Taiwan / GDP

Taiwan largely spared from US tariffs on China

April 04, 2018
Taiwan largely spared from US tariffs on China

The repercussions on Taiwan, a main supplier of electronic components to China, should be smaller than initially feared. We will be watching this space.

Global / Currencies

GBP a “sell the fact” on BOE hike; curve steepening risks i...

April 19, 2018
GBP a “sell the fact” on BOE hike; curve steepening risks in India

The rally in the British pound, the best performer this year, is starting to show signs of fatigue. Meanwhile, Indian 10Y bonds are retaining recent losses. For more on currencies and rates, check ou...

Europe / GDP

Eurozone politics, US tariffs, and the ECB

March 05, 2018
Eurozone politics, US tariffs, and the ECB

Concerns over the results of the Italian elections, a potential trade war with the US, and the strength of the Euro could keep investors on edge this week.

US / Rates

US Yields: The big 3%

February 12, 2018
US Yields: The big 3%

The big 3% looms for 10Y US Treasurys – seen by many as a key technical resistance level that is unlikely to be breached. However, we prefer to view 3% as a neutral level for 10Y yields.

Market Movers

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Developed Markets / Equities

US stocks decline

April 20, 2018
US stocks decline

Technology shares came under pressure from trade and earnings concerns

Asia / Equities

Asia equities climb

April 20, 2018
Asia equities climb

Materials stocks rally in China, Australia

Global / Currencies

Swiss franc weakens past 1.20 per euro

April 20, 2018
Swiss franc weakens past 1.20 per euro

It would be for the first time since the Swiss National Bank removed its cap on the currency

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

2018: The Bull Ain't Done

December 15, 2017
2018: The Bull Ain't Done

The Chief Investment Office brings you the investment outlook and strategy for 2018

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

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...