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Global / Equities

US stocks rebound

June 29, 2017
US stocks rebound

They see their biggest gain in two months thanks to a risk-on mood

Global / Currencies

The pound, loonie soar

June 29, 2017
The pound, loonie soar

Hawkish central bankers roil markets

Asia / Equities

Asian markets lose ground

June 29, 2017
Asian markets lose ground

South Korean shares retreat from an all-time high

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

Global / Insights

How much can a bull bear?

June 19, 2017
How much can a bull bear?

Brace for further market volatility as geopolitical uncertainties ratchet up

Global / Insights

Political Risks Rise, Stocks Flat-Line

June 12, 2017
Political Risks Rise, Stocks Flat-Line

Global equities continue to grind sideways amid policy and political uncertainties

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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  • Economics
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Vietnam / GDP

Stability is key

June 27, 2017
Stability is key

Concerns are rising that Vietnam may be aiming for faster growth at the expense of stability; policymakers could do worse than to accept slower growth in return for sustainability.

India / GDP

India gets ready for goods-and-services tax

June 23, 2017
India gets ready for goods-and-services tax

The impact of the GST is expected to be mixed in the near term but beneficial in the medium- to long-term; this reform will be a litmus test for the government as the economy begins another phase of ...

Thailand / GDP

The deleveraging drag

June 23, 2017
The deleveraging drag

Deleveraging will restrain private consumption in Thailand. Given that private consumption makes up about half of GDP, one should expect real GDP growth to remain at about 3.5% per year in the medium...

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.

China / Real Estate

Further tightening of liquidity ahead

June 20, 2017
Further tightening of liquidity ahead

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.

China / Real Estate

Further hikes in interest rates

June 06, 2017
Further hikes in interest rates

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

Weekly Global ETF Commentary

June 27, 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.

China / Equities

A-shares win MSCI Index inclusion

June 21, 2017
A-shares win MSCI Index inclusion

While the move is a major step forward for Beijing as it attempts to liberalise its financial markets, the short-term impact on capital inflows will be more symbolic than substantive.

Global / Equities

Weekly Global ETF Commentary

June 19, 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

  • Asia
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  • Asia
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Vietnam / GDP

Watch out for bad debt in Vietnam

June 29, 2017
Watch out for bad debt in Vietnam

Vietnam’s rapid credit expansion may be a key factor behind the better GDP numbers expected in 2Q17, but rapid credit expansion is typically accompanied by rising bad debt.

India / GDP

Handout to lift consumption ahead of GST rollout

June 29, 2017
Handout to lift consumption ahead of GST rollout

India’s good and services tax rollout will begin this weekend, as will higher allowances for public sector employees. The latter should help offset softer spending due to the former.

Thailand / GDP

Consumption to remain stuck

June 29, 2017
Consumption to remain stuck

With Thais trying to slash their collective debt, household consumption growth will be a drag on the broader economy. We think real annual GDP growth will remain at about 3.5% over the next few years

Global / Rates

The beginning of the end of low interest rates?

June 29, 2017
The beginning of the end of low interest rates?

Central banks – from the Fed and the ECB to the Bank of Canada – are starting to signal the end of low interest rates. All eyes might be on this during the upcoming G20 Summit scheduled for 7-8 July.

Global / Currencies

Draghi’s optimism lifted EUR but bulls are cautious

June 28, 2017
Draghi’s optimism lifted EUR but bulls are cautious

Although upside momentum in the EUR/USD remains intact, some market participants have turned cautious after Tuesday’s strong 1.4% appreciation.

Europe / Rates

Markets are running ahead of themselves expecting an ECB ta...

June 28, 2017
Markets are running ahead of themselves expecting an ECB taper

European Central Bank President Mario Draghi fuelled expectations for a quantitative-easing taper in comments overnight. But we think it’s premature to expect tapering to happen this year.

Featured Publications

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.

Indonesia / Financials

Indonesian multi-finance companies: Bridging gaps with the ...

May 25, 2017
Indonesian multi-finance companies: Bridging gaps with the underbanked

The opportunity to reach out to Indonesia’s vast unbanked population may lie with the country’s multi-finance companies; we take a look at the key players, the potential for growth, and what lies ahe...

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...