Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

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
Global / Economics & Strategy

Research Library

July 20, 2018
Research Library

Economics and Macro Strategy

Asia / GDP

Weekly: Trade war worries put America First

July 20, 2018
Weekly: Trade war worries put America First

Trade war worries have, ironically, put America First. The economic outlook, both public and private expectations, has skewed in favour of the US vs Eurozone and Asia

Europe / GDP

No rush for ECB to normalise policy

July 19, 2018
No rush for ECB to normalise policy

Inherent inflation/growth momentum is likely to persuade the ECB to cease QE purchases come December. But the outlook will be cautious, keeping the ECB data dependent thereafter.

Asia / Consumer

Asia 2030: Live More, Work Less

July 11, 2018
Asia 2030: Live More, Work Less

Working hours are falling across the developed world even as incomes rise. In 2030, we believe the two sectors that will benefit the most will be tourism and discretionary consumption.

China / Real Estate

Asia Mega Cities in 2030: Rising stars lie in China

July 10, 2018
Asia Mega Cities in 2030: Rising stars lie in China

We believe China will house eight mega cities by 2030. In 2030, our analysis suggests that Shanghai and Shenzhen will replace Hong Kong to become the largest Grade A office markets.

Singapore / Transport

Singapore Land Transport: Competition unlikely to intensify

July 06, 2018
Singapore Land Transport: Competition unlikely to intensify

The CCCS is inviting public feedback on the proposed remedies. The closing date for the public consultation submission is 19 July 2018.

China / Equities

Top Ideas: 18 July 2018

July 18, 2018
Top Ideas: 18 July 2018

For more on our Top Ideas’ performances, please check out the PDF.

Global / Equities

Weekly Global ETF Commentary

July 16, 2018
Weekly Global ETF Commentary

U.S.-listed ETFs posted weekly inflows of $8,533.68 million, bringing its YTD inflows to $131.15 billion. The U.S. ETF marketplace closed at $3,585.10 billion in total AUM.

China / Equities

Another round of tariffs on Chinese goods

July 11, 2018
Another round of tariffs on Chinese goods

The full list of the goods can be found in the PDF.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
China / GDP

China: Growth momentum to slow

July 17, 2018
China: Growth momentum to slow

China’s economic growth slowed slightly to 6.7% YoY in 2Q18. Further Reserved Required Ratio cut are expected amid weakened domestic and external demand. Expect the CNY to remain under pressure

Hong Kong / GDP

Hong Kong chart book - Near-term risks intensifying

July 03, 2018
Hong Kong chart book - Near-term risks intensifying

A strong upturn in 1Q18 notwithstanding, near-term risks have intensified.

China / GDP

China chart book - Stocks enter bear territory

July 03, 2018
China chart book - Stocks enter bear territory

Chinese stocks entered a bear market in June. The slide was largely attributed to liquidity shortage, bond default, and the escalating trade spat with Washington.

Global / Rates

Macro Strategy

July 20, 2018
Macro Strategy

Implied rates diverged from USD/Asia; steeper INR curve ahead

Global / GDP

This Week: Eyes on China GDP

July 16, 2018
This Week: Eyes on China GDP

China’s 2Q18 GDP growth is expected to moderate to 6.7% y/y on the back of softer domestic demand.

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Featured Publications

Asia / Technology

Internet of Things: The Pillar of Artificial Intelligence

June 25, 2018
Internet of Things: The Pillar of Artificial Intelligence

Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...