Federal Reserve meeting minutes show concerns over the persistently low inflation
Geopolitical tensions take a backseat; economic data in focus
Stubbornly low inflation rekindles debate on the timing for future policy moves
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
But the rally's sustainability depends on investigations on Capitol Hill, geopolitical uncertainties
Dampened sentiment pulled S&P 500 lower last week
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
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
Korean President Moon Jae-in’s government is pushing ahead with domestic policies to boost incomes and reduce inequality, in line with his campaign pledges. But we see some risks ahead.
From what’s driving it to what authorities may do. It also poses a headwind for exports and manufacturing growth but we believe other factors can mitigate the impact.
The USD has not been able to appreciate in spite of three Fed hikes since December 2016. But the USD could find support soon.
Sim Lian reportedly placed a bid of S$970m for the collective sale of Tampines Court. We believe this is a leap of faith for the property developer.
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.
While the Indonesian government’s reforms have been positive for the country’s economy, we think that the labour force’s productivity needs to be upped for Indonesia to catch up with India and the Ph...
The global economy is back on a stable track, with a very favourable outlook in the Eurozone, in particular.
For the week ended 10 August, US-listed ETFs garnered US$5,038.59m net inflows, which were distributed over most asset classes. For more details, see our Weekly Global ETF Commentary.
US-listed ETFs saw another week of strong flows, with weekly flows fairly evenly distributed over asset classes. For more details, see our Weekly Global ETF Commentary.
The minutes of the Reserve Bank of India’s August policy meeting show a balanced view on inflation and a neutral policy outlook; with little to suggest that a rate easing cycle has set in.
The Bank of Japan expects inflation to rear its head in 2H17, but we suspect it may fall short of the central bank’s expectations, and that quantitative easing is here to stay.
Indonesia’s actual revenue target for next year is 20% higher than this year’s projected revenues, and will be hard to achieve given how revenue collection has fared in the past couple of years.
The EUR is fighting to hold on to gains this year, while the USD is pushing hard to recover from the year’s low.
The EUR/USD touched a low of US$1.1686 but ended at US$1.1733 on Tuesday. Unless it recovers back above US$1.1780, the EUR/USD is set to correct lower.
Eurozone industrial growth moderated in June, a payback from May figures. Nonetheless, 2Q17 performance was an improvement over both 1Q17 and FY16.
Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.
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 ...
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.