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Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

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

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

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

Insights and Analysis

  • Economics
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  • Equities
  • Economics
  • Industry
  • Equities
Taiwan / GDP

Taiwan: Growth outlook lowered on higher trade tensions

September 18, 2018
Taiwan: Growth outlook lowered on higher trade tensions

America has imposed tariffs on an additional USD200bn of Chinese exports to its shores, on top of the USD50bn imposed in July-August. The ripple effect of the expanded tariff list, while larger, will...

Global / Economics & Strategy

Research Library

September 18, 2018
Research Library

Economics and Macro Strategy

Asia / GDP

Notes from Shenzhen: Rerouting and restructuring

September 14, 2018
Notes from Shenzhen: Rerouting and restructuring

We have come back from Shenzhen somewhat comforted by China’s electronics manufacturers’ industry-leading capabilities and astute management skills.

Singapore / Real Estate

SG Property: New launches to pick up after hungry ghost mon...

September 17, 2018
SG Property: New launches to pick up after hungry ghost month

We visited two new property previews, Mayfair Gardens and Jui Residences, during the weekend. Both previews had very different themes and a sizeable crowd at each one.

China / Real Estate

China REIT: To support securitisation of SOE assets for del...

September 14, 2018
China REIT: To support securitisation of SOE assets for deleverage

SOE landlords to benefit: CR Land (1109.HK), Yuexiu Property (123.HK), Joy City (207.HK), and COLI (688.HK).

Asia / Basic Materials

Steel: Prices set to fall as China eases winter production ...

September 12, 2018
Steel: Prices set to fall as China eases winter production cuts

China is considering allowing its northern provinces to individually decide on heavy industry output cuts to rein in emissions during the winter, ditching an earlier plan for blanket cuts.

Global / Equities

Weekly Global ETF Commentary

September 17, 2018
Weekly Global ETF Commentary

US-listed ETFs had inflows of $4.2 billion with equities at $535.4 million and fixed income at $3.3 billion.

Global / Equities

Weekly Global ETF Commentary

September 10, 2018
Weekly Global ETF Commentary

Inflows into US listed ETFs drew in $3.2 billion, down from $9.8 billion of the previous week. All global stock market ETF indices slumped during the week as well.

Global / Equities

Weekly Global ETF Commentary

September 03, 2018
Weekly Global ETF Commentary

All global stock market indices gained during the week on a US trade Mexico trade deal.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Hong Kong / Rates

Hong Kong chart book - Get ready for rate hike

September 12, 2018
Hong Kong chart book - Get ready for rate hike

Local interest rates are set to rocket amid HKMA’s interventions.

China / Rates

China chart book - CNY has stabilised, for now

September 11, 2018
China chart book - CNY has stabilised, for now

CNY exchange rate stabilised for now, thanks to the reintroduction of countercyclical factor and reserve requirement on FX forward transaction.

South Korea / Rates

South Korea chart book – Pre-emptively dovish

September 05, 2018
South Korea chart book – Pre-emptively dovish

We no longer expect any rate hike from the Bank of Korea within this year.

Global / FX

Macro Strategy

September 18, 2018
Macro Strategy

Trade war turns ugly for Asian currencies; more bearish flattening in the Indian yield curve

Global / GDP

Chart of the Week: US inflation on a mild uptrend

September 17, 2018
Chart of the Week: US inflation on a mild uptrend

Labour market continues to tighten and wages are picking up, which ought to push up inflation.

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Featured Publications

Global / Oil and Gas

2030 Energy Mix: Marching Towards A Cleaner Future

August 20, 2018
2030 Energy Mix: Marching Towards A Cleaner Future

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.

Global / Equities

DBS Asian Insights Conference 2018 Jubilee Edition

August 16, 2018
DBS Asian Insights Conference 2018 Jubilee Edition

Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.

Asia / Technology

Internet of Things: The Pillar of Artificial Intelligence

June 25, 2018
Internet of Things: The Pillar of Artificial Intelligence

Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.