Market Movers

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Asia / Equities

Most Asian equities rise

July 25, 2017
Most Asian equities rise

But Australian stocks deepen declines

Global / Currencies

The dollar rebounds

July 25, 2017
The dollar rebounds

Investors eye Federal Reserve meeting for signal

Developed Markets / Equities

US stocks end mixed

July 25, 2017
US stocks end mixed

Nasdaq hits record high, but Dow and S&P 500 fall

Global / Insights

Monetary Accommodation and Upbeat Earnings Boost Equities

July 24, 2017
Monetary Accommodation and Upbeat Earnings Boost Equities

Global equities grinded higher amid ongoing monetary accommodation and upbeat corporate earnings

Global / Insights

Dovish Fed Boosts US Equities

July 17, 2017
Dovish Fed Boosts US Equities

The S&P 500 Index continued to push higher as the latest comments from the Federal Reserve gave a boost to sentiments

Global / Insights

Strong Jobs Data Buoy US Equities

July 10, 2017
Strong Jobs Data Buoy US Equities

Strong jobs data gave the S&P 500 Index a lift, but headwinds remain

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 / 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.

Insights and Analysis

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  • Economics
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China / Rates

Bond Connect sees solid demand

July 17, 2017
Bond Connect sees solid demand

The Bond Connect programme, which was launched on 3 July, has been seeing solid demand; the RMB16bn bond issue by Agricultural Development Bank of China was ten times oversubscribed

Taiwan / GDP

A temporary pause

July 11, 2017
A temporary pause

Taiwan’s economy will likely strengthen in the second half as new consumer electronics are introduced later in the year; we expect growth of 2.5% this year and 2.3% next year with upside risks to the...

Global / Currencies

Has the EUR peaked?

July 04, 2017
Has the EUR peaked?

The market may be too hasty in expecting the ECB to step up its exit from quantitative easing. We continue to see EUR/USD consolidating within its post-QE range of US$1.04-$1.16.

Thailand / Utilities

Thai Power: Excess Supply Lingers

July 17, 2017
Thai Power: Excess Supply Lingers

Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.

China / Consumer Goods

China Pork: A meaty task to meet demand

July 04, 2017
China Pork: A meaty task to meet demand

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 ...

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.

Global / Equities

The US ETF market continues to hold above the US$3t mark

July 24, 2017
The US ETF market continues to hold above the US$3t mark

US-listed exchange-traded funds (ETFs) had another week of solid inflows, with US fixed income ETFs leading weekly inflows. For more details, see our Weekly Global ETF Commentary.

Global / Equities

The US ETF market passed the US$3t mark

July 17, 2017
The US ETF market passed the US$3t mark

Partly thanks to Janet Yellen’s dovish remarks, US-listed ETFs posted net inflows of US$8,249.61m in the past week. For more details, see our Weekly Global ETF Commentary.

Global / Equities

Weekly Global ETF Commentary

July 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

  • Asia
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Singapore / Currencies

SGD to adjust down

July 25, 2017
SGD to adjust down

The SGD nominal effective exchange rate is a bit too high, having entered the strongest quartile of its zero appreciation policy band. It should fall back into the quartile above its mid-point.

India / GDP

Shift in export-destination mix

July 25, 2017
Shift in export-destination mix

The diversification in goods trade will put India in good stead but some of this is offset by the risk to service trade receipts and moderating remittances, which pose a risk to the external sector m...

Taiwan / GDP

Growth has regained momentum since June

July 25, 2017
Growth has regained momentum since June

Taiwan’s leading indicators, including export orders and the short-term liquidity M1B, suggest that economic activities will gain further momentum in the months ahead.

Europe / Rates

Markets cannot ignore ECB guidance

July 25, 2017
Markets cannot ignore ECB guidance

Eurozone purchasing managers’ indices demonstrate the underlying divergence between growth and inflation dynamics, and why the European Central Bank is being cautious on tapering.

US / GDP

1Q17 “slowdown” was simply random noise

July 25, 2017
1Q17 “slowdown” was simply random noise

Even the lowest estimates for 2Q17 US GDP growth put the number at a solid 2.4%. It seems falling inflation is the only reason the US won’t be hiking rates in September, but that should be transitory

Global / Currencies

Can EUR strengthen further?

July 24, 2017
Can EUR strengthen further?

Pay attention to price action to key events this week which could see the EUR/USD starting to look for a new consolidation range.

Featured Publications

Thailand / Utilities

Thai Power: Excess Supply Lingers

July 17, 2017
Thai Power: Excess Supply Lingers

Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.

China / Consumer Goods

China Pork: A meaty task to meet demand

July 04, 2017
China Pork: A meaty task to meet demand

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 ...

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.