Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Developed Markets / Equities

US stocks pare gains

December 14, 2017
US stocks pare gains

Federal Reserve raises interest rates, 2018 economic growth outlook

Asia / Equities

Asia stocks rise

December 14, 2017
Asia stocks rise

Investors undeterred by looming Europe and US central bank decisions

Global / Currencies

Major currencies strengthen

December 14, 2017
Major currencies strengthen

The greenback weakens after interest rates increase

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
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
China / GDP

‘Goldilocks’ effect largely achieved

December 13, 2017
‘Goldilocks’ effect largely achieved

The Chinese economy will likely conclude the year with 6.8% real GDP growth – despite higher interest rates. Inflation is largely contained even though a tremendous amount of liquidity is locked up b...

Singapore / GDP

Singapore in 2018/19: Better times

December 12, 2017
Singapore in 2018/19: Better times

We expect headline GDP growth for Singapore to hover around 3% in the next two years, thanks to a broad-based recovery; the Straits Times Index could rise to 3,688 by end-2018, representing 10% total...

Global / Insights

Economics, Currencies & Rates Research

December 11, 2017
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...

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...

China / Consumer Goods

China Dairy: Downstream is key

November 30, 2017
China Dairy: Downstream is key

China dairies in the downstream segment that have exposure to fast-growing product lines will be leading the industry’s growth. In this deep dive, we look at the industry’s dynamics, potential M&A ac...

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.

Global / Equities

Net inflows into US-listed ETFs dip

December 11, 2017
Net inflows into US-listed ETFs dip

The US equity market ended on a high note last week on improved prospects for tax reform and better-than-expected jobs report, but net inflows into US-listed ETFs dipped. For more, check out our Week...

Global / Equities

Investors flock to ETFs despite uncertainty surrounding Fly...

December 04, 2017
Investors flock to ETFs despite uncertainty surrounding Flynn, tax-cut plan

Net inflows into smart-beta ETFs fuelled strong weekly inflows into US-listed ETFs. The US ETF marketplace closed with US$3,357.72b in total AUM. For more, check out or Weekly Global ETF Commentary.

Global / Equities

Going along for the ride

November 27, 2017
Going along for the ride

In the past week, Wall Street logged its best performance since early October and equity exchange-traded funds (ETFs) went along for the ride. For more, check out our Weekly Global ETF Commentary.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
India / Inflation

India’s inflation tests past 4% target; production softens

December 13, 2017
India’s inflation tests past 4% target; production softens

India’s CPI inflation rose to a 15-month high of 4.9% in November; incoming data suggests December’s reading will surge past 5% vs the central bank’s target of 4%. The central bank will be cautious o...

Philippines / Rates

Philippines: Fitch plays catch-up

December 11, 2017
Philippines: Fitch plays catch-up

Fitch Ratings upgraded the Philippines’ sovereign credit rating to ‘BBB’, with a stable outlook, on Monday. We concur with Fitch’s assessment that the economy has put up “strong and consistent macroe...

India / Rates

RBI − a long pause likely

December 07, 2017
RBI − a long pause likely

We are of the view that the Reserve Bank of India (RBI) is unlikely to tighten policy in a hurry, but recognises that the balance of risk is tilted toward tightening.

Global / Currencies

The Fed hikes rates and sees an extended ‘Goldilocks’ perio

December 14, 2017
The Fed hikes rates and sees an extended ‘Goldilocks’ period

In lowering its forecasts for inflation and raising its outlook for US GDP growth, the Federal Reserve is flagging that it expects an extended ‘Goldilocks’ period, which should be well taken by Asian...

US / Rates

Steady FOMC

December 14, 2017
Steady FOMC

The US has made an impressively smooth recovery from the depths of the 2008/09 crisis, thanks to the Federal Reserve’s steady hand. We don’t expect the Fed to change its tone or direction appreciably...

Global / GDP

This Week: Moves by central banks, US CPI, and China’s new ...

December 11, 2017
This Week: Moves by central banks, US CPI, and China’s new yuan loans

We’ll be focusing on moves by the Federal Reserve and European Central Bank, inflation in the US, and China’s new yuan loans, which may jump on year-end demand.

Featured Publications

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...

China / Consumer Goods

China Dairy: Downstream is key

November 30, 2017
China Dairy: Downstream is key

China dairies in the downstream segment that have exposure to fast-growing product lines will be leading the industry’s growth. In this deep dive, we look at the industry’s dynamics, potential M&A ac...

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.