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Global / Currencies

Euro Gains Strength

April 24, 2017
Euro Gains Strength

Market is in relief as anti-establishment risk lessens in France

Asia / Equities

US Equities Fall ahead of French Vote

April 24, 2017
US Equities Fall ahead of French Vote

But stocks end above session lows after Trump promises a tax reform plan this week

Developed Markets / Equities

US Equities Fall ahead of French Vote

April 24, 2017
US Equities Fall ahead of French Vote

But stocks end above session lows after Trump promises a tax reform plan this week

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Be Alert, Not Alarmed over Geopolitical Risks

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

Global / Insights

This Time, Geopolitics Matter to Markets

April 10, 2017
This Time, Geopolitics Matter to Markets

Any escalation of US-Russia tensions will likely give equities markets the "new driver" they were looking for - to trade lower

Global / Insights

Trump’s Popularity Slumps, Stocks Drift

April 03, 2017
Trump’s Popularity Slumps, Stocks Drift

Brace for more sideways drift to lower asset prices in coming weeks

China / Equities

Chinese Equities Could Remain Volatile

April 20, 2017
Chinese Equities Could Remain Volatile

This could carry on until policymakers resolve the conflict between the desire for growth and the need to contain debt, says DBS Chief Investment Officer Lim Say Boon

US / Currencies

Do Trump's Quips Matter for the Dollar?

April 13, 2017
Do Trump's Quips Matter for the Dollar?

You cannot invest on Trump's quirks and quips; he could just as well say something else tomorrow, says DBS Chief Investment Officer Lim Say Boon

Global / Equities

Geopolitics: The Trigger for Correction

April 12, 2017
Geopolitics: The Trigger for Correction

Donald Trump's "mercurial" decision-making style will create geopolitical uncertainties that will weigh on market sentiment, says DBS Chief Investment Officer Lim Say Boon

Insights and Analysis

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Taiwan / GDP

Trump’s Policies and Taiwan, Revisited

April 20, 2017
Trump’s Policies and Taiwan, Revisited

We discuss the implications of US President Donald Trump’s policies for Taiwan in four major topics – trade, investment, government policies, and financial markets.

Indonesia / Currencies

A Stronger Rupiah Is Positive for Indonesia

April 20, 2017
A Stronger Rupiah Is Positive for Indonesia

We believe that a gradual strengthening of the Indonesian rupiah will boost investment; expect Bank Indonesia to continue accommodating a gradual strengthening of the currency.

China / Currencies

Room to Loosen Controls

April 13, 2017
Room to Loosen Controls

Now that outflows have stabilised, China should have more room to loosen controls on its currency. But any lifting of capital restrictions will likely be gradual.

China / Basic Material

China’s Steel Sector: Supply Reform

April 24, 2017
China’s Steel Sector: Supply Reform

Should China manage to balance state support for restructuring and the most efficient and effective market mechanisms, it could potentially establish the most competitive steel mills in the world.

China / Real Estate

Selling Prices Trend Down

April 18, 2017
Selling Prices Trend Down

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.

Southeast Asia / Consumer Goods

What if the EU Were to Stop Importing Palm Oil?

April 17, 2017
What if the EU Were to Stop Importing Palm Oil?

Amid talk of a trade spat, we believe there is unlikely to be a complete halt on Indonesian palm oil exports to Europe. However, trade restrictions will have inflationary consequences on prices and c...

Global / Equities

Weekly Global ETF Commentary

April 24, 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

Weekly Global ETF Commentary

April 17, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

April 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.

Economics Daily

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Singapore / Inflation

Inflation Is Marching Northwards

April 24, 2017
Inflation Is Marching Northwards

Singapore’s headline consumer price index inflation figure for March is likely to register 0.9% year-on-year. And we believe inflation will continue to rise in the coming months.

Japan / GDP

BOJ May Upgrade Growth Outlook…

April 24, 2017
BOJ May Upgrade Growth Outlook…

… But trim inflation forecast this week. And it remains too early to expect the Japanese central bank to start the process of quantitative easing exit.

Thailand / GDP

Strong Import Growth to Bode Well for Exports

April 24, 2017
Strong Import Growth to Bode Well for Exports

Most of the lift in Thailand’s imports for March is likely to have come from shipment of intermediate goods (17% in the year-to-date), which will be positive for the outlook of exports.

US / GDP

The US Housing Party Won’t End Soon

April 24, 2017
The US Housing Party Won’t End Soon

Average US home prices are back above their pre-Lehman peaks. And with 15-year mortgage rates at 3.03% – barely above zero after adjusting for inflation – few expect the housing party to end anytime ...

Europe / GDP

French Elections Deliver Expected Results

April 24, 2017
French Elections Deliver Expected Results

The euro briefly jumped to a five-month high as fears over a euro-sceptic winner eased. Markets are likely to closely watch the rhetoric over the next fortnight, especially as the two candidates’ bel...

Global / Currencies

Relieved with French Election Outcome

April 24, 2017
Relieved with French Election Outcome

Markets are hopeful following the French election results but are wary of Trump’s tax plan announcement on Wednesday.

Featured Publications

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.