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Developed Markets / Equities

US equities gain strength

August 17, 2017
US equities gain strength

Federal Reserve meeting minutes show concerns over the persistently low inflation

Asia / Equities

Asian shares end mixed

August 17, 2017
Asian shares end mixed

Geopolitical tensions take a backseat; economic data in focus

Global / Currencies

US dollar falls after Fed minutes release

August 17, 2017
US dollar falls after Fed minutes release

Stubbornly low inflation rekindles debate on the timing for future policy moves

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 / Insights

Robust jobs and earnings buoy US equities

August 07, 2017
Robust jobs and earnings buoy US equities

But the rally's sustainability depends on investigations on Capitol Hill, geopolitical uncertainties

Global / Insights

US tech shares suffer new sell-down

July 31, 2017
US tech shares suffer new sell-down

Dampened sentiment pulled S&P 500 lower last week

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

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

Insights and Analysis

  • Economics
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  • Economics
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South Korea / GDP

Assessing Moon’s first 100 days in office

August 17, 2017
Assessing Moon’s first 100 days in office

Korean President Moon Jae-in’s government is pushing ahead with domestic policies to boost incomes and reduce inequality, in line with his campaign pledges. But we see some risks ahead.

India / Currencies

Strong INR raises questions

August 07, 2017
Strong INR raises questions

From what’s driving it to what authorities may do. It also poses a headwind for exports and manufacturing growth but we believe other factors can mitigate the impact.

Global / Currencies

USD is becoming oversold

August 01, 2017
USD is becoming oversold

The USD has not been able to appreciate in spite of three Fed hikes since December 2016. But the USD could find support soon.

Singapore / Real Estate

Third time lucky for Tampines Court?

August 16, 2017
Third time lucky for Tampines Court?

Sim Lian reportedly placed a bid of S$970m for the collective sale of Tampines Court. We believe this is a leap of faith for the property developer.

China / Real Estate

Prices recover amid slower sales

August 01, 2017
Prices recover amid slower sales

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.

Indonesia / Financial

Indonesia needs to catch up

July 31, 2017
Indonesia needs to catch up

While the Indonesian government’s reforms have been positive for the country’s economy, we think that the labour force’s productivity needs to be upped for Indonesia to catch up with India and the Ph...

Global / Equities

Keep calm and carry on

August 16, 2017
Keep calm and carry on

The global economy is back on a stable track, with a very favourable outlook in the Eurozone, in particular.

Global / Equities

US-listed ETFs log net inflows despite volatility

August 14, 2017
US-listed ETFs log net inflows despite volatility

For the week ended 10 August, US-listed ETFs garnered US$5,038.59m net inflows, which were distributed over most asset classes. For more details, see our Weekly Global ETF Commentary.

Global / Equities

Another week of strong flows

August 07, 2017
Another week of strong flows

US-listed ETFs saw another week of strong flows, with weekly flows fairly evenly distributed over asset classes. For more details, see our Weekly Global ETF Commentary.

Economics Daily

  • Asia
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India / Rates

Balance at the RBI

August 17, 2017
Balance at the RBI

The minutes of the Reserve Bank of India’s August policy meeting show a balanced view on inflation and a neutral policy outlook; with little to suggest that a rate easing cycle has set in.

Japan / Inflation

Inflation may continue to disappoint

August 17, 2017
Inflation may continue to disappoint

The Bank of Japan expects inflation to rear its head in 2H17, but we suspect it may fall short of the central bank’s expectations, and that quantitative easing is here to stay.

Indonesia / GDP

Is 2018 budget too ambitious?

August 17, 2017
Is 2018 budget too ambitious?

Indonesia’s actual revenue target for next year is 20% higher than this year’s projected revenues, and will be hard to achieve given how revenue collection has fared in the past couple of years.

Global / Currencies

USD, EUR struggle into central bank meetings

August 17, 2017
USD, EUR struggle into central bank meetings

The EUR is fighting to hold on to gains this year, while the USD is pushing hard to recover from the year’s low.

Global / Currencies

EUR/USD is still looking to correct lower

August 16, 2017
EUR/USD is still looking to correct lower

The EUR/USD touched a low of US$1.1686 but ended at US$1.1733 on Tuesday. Unless it recovers back above US$1.1780, the EUR/USD is set to correct lower.

Europe / GDP

Broad-based pullback in industrial production

August 16, 2017
Broad-based pullback in industrial production

Eurozone industrial growth moderated in June, a payback from May figures. Nonetheless, 2Q17 performance was an improvement over both 1Q17 and FY16.

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.