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Developed Markets / Equities

US indices top records – again

July 20, 2017
US indices top records – again

Second straight day of records for S&P 500, Nasdaq

Global / Currencies

The dollar recovers

July 20, 2017
The dollar recovers

But the euro stalls before ECB policy decision

Asia / Equities

Asian stocks rise

July 20, 2017
Asian stocks rise

Korea's Kospi Index hits a fresh record

Global / Insights

Dovish Fed Boosts US Equities

July 17, 2017
Dovish Fed Boosts US Equities

The S&P 500 Index continued to push higher as the latest comments from the Federal Reserve gave a boost to sentiments

Global / Insights

Strong Jobs Data Buoy US Equities

July 10, 2017
Strong Jobs Data Buoy US Equities

Strong jobs data gave the S&P 500 Index a lift, but headwinds remain

Global / Insights

The end of monetary accommodation in the Euro Area?

July 03, 2017
The end of monetary accommodation in the Euro Area?

We agree with Federal Reserve chair Janet Yellen - investors should brace for further weakness in US 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

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

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China / Rates

Bond Connect sees solid demand

July 17, 2017
Bond Connect sees solid demand

The Bond Connect programme, which was launched on 3 July, has been seeing solid demand; the RMB16bn bond issue by Agricultural Development Bank of China was ten times oversubscribed

Taiwan / GDP

A temporary pause

July 11, 2017
A temporary pause

Taiwan’s economy will likely strengthen in the second half as new consumer electronics are introduced later in the year; we expect growth of 2.5% this year and 2.3% next year with upside risks to the...

Global / Currencies

Has the EUR peaked?

July 04, 2017
Has the EUR peaked?

The market may be too hasty in expecting the ECB to step up its exit from quantitative easing. We continue to see EUR/USD consolidating within its post-QE range of US$1.04-$1.16.

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 ...

China / Real Estate

June sales in key cities likely to have slowed

June 27, 2017
June sales in key cities likely to have slowed

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

The US ETF market passed the US$3t mark

July 17, 2017
The US ETF market passed the US$3t mark

Partly thanks to Janet Yellen’s dovish remarks, US-listed ETFs posted net inflows of US$8,249.61m in the past week. For more details, see our Weekly Global ETF Commentary.

Global / Equities

Weekly Global ETF Commentary

July 10, 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.

Global / Equities

Central banks are spoiling the party

July 07, 2017
Central banks are spoiling the party

Last month’s market correction reflected the US Federal Reserve's recent interest rate hikes as well as central banks’ rhetoric on the need to eventually normalise policies. High valuations aren’t he...

Economics Daily

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India / Rates

RBI revives discussion on new liquidity tool

July 20, 2017
RBI revives discussion on new liquidity tool

To counter the risk to liquidity from strong foreign portfolio inflows, the Reserve Bank of India has reportedly revived discussions on a new liquidity tool – Standing Deposit Facility.

Malaysia / Rates

Monetary policy to remain accommodative

July 20, 2017
Monetary policy to remain accommodative

Easing inflation and an improving growth outlook have given Malaysia’s central bank a sweet spot to maintain an accommodative monetary policy.

Malaysia / Inflation

Inflation will continue to moderate

July 19, 2017
Inflation will continue to moderate

Easing price pressures in Malaysia have also kept pressure off the central bank, allowing it to maintain an accommodative monetary policy for the rest of the year.

Europe / Rates

ECB will be choosing words carefully

July 20, 2017
ECB will be choosing words carefully

Thursday’s policy meeting gives the European Central Bank another opportunity to temper the taper expectations that arose out of comments made last month.

Global / Rates

Anticipation ahead of central bank meetings

July 20, 2017
Anticipation ahead of central bank meetings

Markets are looking to the European and Japanese central banks’ meetings, watching for any changes in policy stance. Expectations are especially high for the European Central Bank.

US / GDP

Cooling the ever-volatile and sizzling housing market

July 20, 2017
Cooling the ever-volatile and sizzling housing market

The US housing market is sizzling; sales, starts, and permits are all rising at 3-5 times the pace of GDP growth overall and 20-30 times the growth of the working-age population. Can this last?

Featured Publications

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.

Malaysia / Industrials

Malaysia construction: Chinese contractors - friend or foe?

June 02, 2017
Malaysia construction: Chinese contractors - friend or foe?

Chinese participation in Malaysia’s construction space has been the most apparent in the building sector; we think that small contractors which have the most exposure to private-sector condominium pr...