Insights and Analysis

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Global / GDP

Weekly Wrap: Asia’s financing fault lines

February 15, 2018
Weekly Wrap: Asia’s financing fault lines

If dollar funding conditions were to tighten during the course of this year, the fixed income and exchange rate markets of India, Indonesia, and Malaysia will face the brunt of adjustment.

Global / Insights

Economics, Currencies & Rates Research

February 14, 2018
Economics, Currencies & Rates Research

DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...

Global / GDP

Weekly Wrap: Buckle up

February 09, 2018
Weekly Wrap: Buckle up

As global markets face the fact that interest rates are finally creeping up, volatility will also spike. Get ready for an unpleasantly bumpy ride.

China / Real Estate

New loans come in above expectations

February 14, 2018
New loans come in above expectations

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.

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...

Global / Equities

Equity ETFs take a beating

February 12, 2018
Equity ETFs take a beating

Equity exchange-traded funds (ETFs) suffered particularly heavy withdrawals of US$20,947.18mn amid an intense bout of volatility last week. Check out our Weekly Global ETF Commentary for more.

Global / Equities

Global markets saw worst week since June 2016

February 05, 2018
Global markets saw worst week since June 2016

Solid wage growth has reignited worries that the Federal Reserve would raise rates faster than expected. For more, check out or Weekly Global ETF Commentary.

Global / Equities

Attention shifts from earnings to the weak greenback

January 29, 2018
Attention shifts from earnings to the weak greenback

But risk appetite remained strong and the equity rally continued the past week, the fourth straight weekly gain for US stocks. For more, check out or Weekly Global ETF Commentary.

Economics Daily

  • Asia
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  • Asia
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Malaysia / GDP

Malaysia: Another stunning performance

February 14, 2018
Malaysia: Another stunning performance

The economy grew 5.9% YoY in 4Q17 despite a high base last year. We expect GDP growth to moderate to 5.0% in 2018 given the high base and a normalisation in global economic conditions.

Japan / GDP

Japan: Weak 4Q17 but …

February 14, 2018
Japan: Weak 4Q17 but …

The economy grew 0.5% (QoQ saar) in 4Q17, the weakest pace in eight quarters. But key leading indicators suggest that growth will rebound in 1Q18.

Singapore / GDP

Singapore: Towards normalisation

February 14, 2018
Singapore: Towards normalisation

We expect GDP growth to moderate to 3.0% in 2018. More importantly, the economy has shifted from a recovery towards a normalised growth path.

US / Rates

A whiff of US inflation

February 15, 2018
A whiff of US inflation

The uptick in CPI data suggests inflationary pressures may finally be materialising. While a single data point does not make a trend, 10Y yields may breach 3% if inflation gathers steam going forward

US / Rates

US Yields: The big 3%

February 12, 2018
US Yields: The big 3%

The big 3% looms for 10Y US Treasurys – seen by many as a key technical resistance level that is unlikely to be breached. However, we prefer to view 3% as a neutral level for 10Y yields.

Global / GDP

This Week: Japan’s and Malaysia’s GDP; inflation in India; ...

February 12, 2018
This Week: Japan’s and Malaysia’s GDP; inflation in India; and rates

We will be paying attention to economic growth, inflation, and interest rates – amid market volatility – this week.

Market Movers

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Developed Markets / Equities

US stocks extend rebound

February 15, 2018
US stocks extend rebound

Economic data firm up expectations that Fed will keep rate hikes gradual

Asia / Equities

Most Asia stocks rise

February 15, 2018
Most Asia stocks rise

Hong Kong shares post biggest daily gain since May 2016, but Australia languishes

Global / Currencies

The yen reaches its strongest in 15 months

February 15, 2018
The yen reaches its strongest in 15 months

JPY’s trade-weighted index is still 3% below its multi-year average

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

2018: The Bull Ain't Done

December 15, 2017
2018: The Bull Ain't Done

The Chief Investment Office brings you the investment outlook and strategy for 2018

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

Featured Publications

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...

Hong Kong / Consumer Services

Hong Kong Hotels: Time to check in

December 05, 2017
Hong Kong Hotels: Time to check in

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...