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Global / GDP

Weekly Wrap: Thanksgiving

November 24, 2017
Weekly Wrap: Thanksgiving

2017 is turning out to be a year when many things could have gone wrong in the world economy but didn’t; Indeed, the ongoing economic momentum will readily carry Asia onto a strong start in 2018, in ...

Singapore / GDP

Stellar Q3; momentum to carry over into 2018

November 23, 2017
Stellar Q3; momentum to carry over into 2018

Singapore’s economy grew a stellar 5.2% in 3Q17, thanks to a solid performance by manufacturers. This momentum should continue into the new year, led by the services sector.

Indonesia / GDP

Indonesia in 2018/19: Higher gear?

November 20, 2017
Indonesia in 2018/19: Higher gear?

The Indonesian economy may expand at a quicker pace next year and in 2019, thanks to favourable domestic tailwinds and potentially positive external factors; investors should find Indonesian bonds an...

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.

Singapore / Real Estate

Singapore Property: More (land)-bank for buck

November 10, 2017
Singapore Property: More (land)-bank for buck

As market indicators point to a recovery in property prices from 2018, we expect more developers to bid for land more aggressively. We also look at potential collective-sale projects and the players ...

Southeast Asia / Consumer Services

Asean Grocery Retail: Will online grocery retail take off i...

October 25, 2017
Asean Grocery Retail: Will online grocery retail take off in ASEAN?

While online grocery retail is still in its infancy – and still has obstacles to overcome, it will gain traction over the next few years across Southeast Asia. It should not be a significant threat t...

Global / Equities

Another week of record inflows into ETFs

November 20, 2017
Another week of record inflows into ETFs

Despite the choppiness witnessed in US equities, exchange-traded funds (ETFs) logged another week of record inflows. For more on ETFs, check out Weekly Global ETF Commentary.

Global / Equities

Diversify to Asia

November 15, 2017
Diversify to Asia

We believe the region is still poised to perform given steady growth supported by global growth and an accommodative mix of fiscal policy, supportive monetary policies, and domestic investors’ buying

Global / Equities

US equity ETFs saw first weekly net outflows since late Sep...

November 13, 2017
US equity ETFs saw first weekly net outflows since late September

With global markets marking their first weekly decline since September, US equity ETFs failed to keep up their run of inflows. For more on ETFs, check out or Weekly Global ETF Commentary.

Economics Daily

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China / Rates

Bond sell-off deepens despite cash injection

November 23, 2017
Bond sell-off deepens despite cash injection

China’s bond yields remain elevated at a multi-year high in spite of PBoC’s cash injection this week; a major challenge for Beijing will be to contain leverage without turning the ongoing...

Asia / Currencies

Asian currencies stand out

November 23, 2017
Asian currencies stand out

November continues to be an outstanding month for Asian currencies. For more on currencies and rates, check out our Overnight Wrap and the Day Ahead.

India / GDP

External trade faces headwinds

November 22, 2017
External trade faces headwinds

The traditional mix of India’s export basket has prevented the economy from benefiting from the upturn in the regional export cycle. This, along with firm imports, spells trouble for the current acco...

Europe / GDP

Political risk returns

November 20, 2017
Political risk returns

Eurozone political concerns are back on the radar after German Chancellor Angela Merkel’s attempts to form a new government with a ‘Jamaica coalition’ failed; the EUR notched the biggest intraday dro...

Global / Currencies

A dichotomous currency market this week

November 17, 2017
A dichotomous currency market this week

Asian currencies fared better than major currencies in the first four days of this week, as the weakness of the USD reverberated across markets. For more on currencies and rates, check out our Overni...

Global / Currencies

Markets turn defensive

November 16, 2017
Markets turn defensive

Wednesday was characterised by risk aversion, with the EUR unable to sustain the lift it received from the strong German GDP data on Tuesday. For more on currencies and rates, check out our Overnight...

Market Movers

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Developed Markets / Equities

European stocks little changed

November 24, 2017
European stocks little changed

US markets close for the Thanksgiving holiday

Asia / Equities

Most Asian bourses fall

November 24, 2017
Most Asian bourses fall

Unease ripples through China’s stock market

Global / Currencies

The pound halts winning streak

November 24, 2017
The pound halts winning streak

Investors judge the rallyis overdone

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

Featured Publications

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.

Singapore / Real Estate

Singapore Property: More (land)-bank for buck

November 10, 2017
Singapore Property: More (land)-bank for buck

As market indicators point to a recovery in property prices from 2018, we expect more developers to bid for land more aggressively. We also look at potential collective-sale projects and the players ...

Southeast Asia / Consumer Services

Asean Grocery Retail: Will online grocery retail take off i...

October 25, 2017
Asean Grocery Retail: Will online grocery retail take off in ASEAN?

While online grocery retail is still in its infancy – and still has obstacles to overcome, it will gain traction over the next few years across Southeast Asia. It should not be a significant threat t...