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Asia / Equities

Asian shares extend gains

May 26, 2017
Asian shares extend gains

South Korea touches all time high; China shrugs off Moody’s first downgrade since 1989

Developed Markets / Equities

US rise to fresh records again

May 26, 2017
US rise to fresh records again

The S&P 500 Index completes its rebound from the biggest sell-off of the year a week ago

Global / Currencies

The dollar pares earlier losses to finish higher

May 26, 2017
The dollar pares earlier losses to finish higher

Tumbling crude oil prices weigh on commodity-driven currencies

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

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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Europe / Rates

The European Central Bank is not ready to hike rates

May 23, 2017
The European Central Bank is not ready to hike rates

The ECB is unlikely to tighten monetary policy quickly; inflation – as well as memories of premature hikes in 2008 and 2011 – will stay their hand.

China / GDP

A reality check for China

May 16, 2017
A reality check for China

While China’s economy is not about to fall off a cliff, measures such as income growth per capita and industrial production are slowing – a result of deleveraging. Careful management of the deleverag...

India / Rates

Is a rate cut in the offing?

May 16, 2017
Is a rate cut in the offing?

The recent path that inflation is taking is at odds with the Reserve Bank of India’s cautious policy stance.

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...

Hong Kong / Real Estate

No substantial impact likely from tighter lending rules

May 22, 2017
No substantial impact likely from tighter lending rules

With solid demand from local end-users, any near-term impact of tightened lending rules on the market should not be substantial. We do not expect any meaningful market correction in the coming few mo...

Hong Kong / Real Estate

The sky’s the limit for Central real estate

May 17, 2017
The sky’s the limit for Central real estate

Henderson Land’s winning bid for the Murray Road site is the most expensive land deal ever in Hong Kong; the strong result reflects the market's optimism over the long-term outlook of Central’s offic...

Global / Equities

Weekly Global ETF Commentary

May 22, 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

International markets preferred by investors

May 11, 2017
International markets preferred by investors

Despite jitters over oil, China, and Trump, global equities made gains in April. In the ETF space, international fixed income showed the largest percentage increase, thanks to cheaper valuations.

Global / Equities

Weekly Global ETF Commentary

May 08, 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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Indonesia / GDP

Current account deficit is unlikely to stay at 1% of GDP

May 26, 2017
Current account deficit is unlikely to stay at 1% of GDP

At this juncture, we expect full-year C/A deficit to come in at 1.9% of GDP.

Singapore / GDP

Singapore’s manufacturing rally could be nearing its end

May 26, 2017
Singapore’s manufacturing rally could be nearing its end

Signs are emerging that Singapore’s manufacturing rally may be near its end, with the most recent set of high-frequency data suggesting that industrial output is slowing.

India / GDP

Employment remained resilient to India’s banknote ban

May 26, 2017
Employment remained resilient to India’s banknote ban

Just as India’s 4Q16 growth surprised to the upside despite the November 2016 banknote ban, employment trends were similarly positive.

US / Rates

A gradual approach to shrinking Fed balance sheet to reduce...

May 25, 2017
A gradual approach to shrinking Fed balance sheet to reduce tantrum risk

And we are of the view that shrinking the balance sheet should not have much impact on USD interest rates for quite some time.

US / GDP

We’re still waiting for a more credible US budget plan

May 25, 2017
We’re still waiting for a more credible US budget plan

We have yet to factor any Trump stimulus into our outlook for the US economy. Until a more credible budget plan is seen, we’re inclined to keep things that way.

Global / Currencies

ECB rhetoric is still ruling trade in the dollar and the EU

May 25, 2017
ECB rhetoric is still ruling trade in the dollar and the EUR

The market remains obsessed with a change in the ECB’s language at its next governing council meeting on 8 June, in particular, its guidance on its exit strategy from its ultra-loose monetary policy.

Featured Publications

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...

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.