Insights and Analysis

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India / GDP

Quick fixes threaten macro-stability

September 20, 2017
Quick fixes threaten macro-stability

As India’s growth slows, the market is likely to crank up calls for stimulus. But we think that the costs of targeting faster growth via fiscal or monetary policy are likely to outweigh the benefits.

Taiwan / GDP

Taiwan and ASEAN: A step closer

September 19, 2017
Taiwan and ASEAN: A step closer

There is plenty of room for Taiwan to diversify from China to Southeast Asia; we assess the opportunities and risks in the ASEAN market – looking at growth prospects, labour resources, and macroecono...

Global / GDP

Q4 Outlook: Enduring myths

September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Global / Oil and Gas

Oil price: Rebalancing underway

August 25, 2017
Oil price: Rebalancing underway

We have lowered our 2017 Brent crude oil price forecast by US$5 per barrel due to higher-than-expected US shale production. But we remain positive on rebalancing in 2H17 and into 2018.

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.

Global / Equities

ETF assets climb as the stock market scales new heights

September 25, 2017
ETF assets climb as the stock market scales new heights

The Dow Jones Industrial Average and the S&P 500 have appreciated 13.41% and 12.03%, respectively, this year; ETF assets continue to climb. For more details, see our Weekly Global ETF Commentary.

Global / Equities

Not all ETFs are thriving

September 18, 2017
Not all ETFs are thriving

Exchange-traded funds (ETFs) are gathering assets at a record pace but not all are thriving, with a record 42 ETFs scheduled to close in September. For more, see our Weekly Global ETF Commentary.

Global / Equities

Inflows running at more than double last year’s pace

September 11, 2017
Inflows running at more than double last year’s pace

The US market’s rally might have paused in August, but net inflows into ETFs showed no signs of slowdown. Inflows this year are running at more than double last year’s pace. For more details, see our...

Economics Daily

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India / Rates

Weak risk appetite keeps markets on edge

September 26, 2017
Weak risk appetite keeps markets on edge

With the Indian government having failed to outline a much anticipated stimulus package this week, pressure is mounting on the central bank to ease rates next week, but it is unlikely to oblige.

Singapore / GDP

Another strong showing in industrial output

September 26, 2017
Another strong showing in industrial output

The headline industrial production index for August is likely to register an expansion of 14.3% year-on-year. While this is a moderation from 21% in July, it is still a solid performance.

Japan / GDP

Can Abe’s stimulus buy enough votes?

September 26, 2017
Can Abe’s stimulus buy enough votes?

It is no surprise that Japanese Prime Minister Shinzo Abe’s call for a snap election been accompanied by a fiscal stimulus pledge. Nonetheless, his party will still face significant challenges.

Global / Currencies

Things are looking good for the USD

September 26, 2017
Things are looking good for the USD

Growing support for a US rate hike, higher oil prices, rising inflation, and the possible announcement of US tax cuts this week should keep the balance of risks in favour of the USD.

US / Rates

Fed expectations and the inflation premium

September 26, 2017
Fed expectations and the inflation premium

We think that US Treasury curve flattening (two-year/30-year) will now proceed at a slower pace. Meanwhile, the three-month/two-year segment, which has been underpricing Fed risks, is likely to steep...

Global / Currencies

German elections to boost EUR?

September 25, 2017
German elections to boost EUR?

Unlike the French elections in April-May, the EUR may not get a lift from the German elections held on Sunday.

Market Movers

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Developed Markets / Equities

Tech shares drag US stocks lower

September 26, 2017
Tech shares drag US stocks lower

Selling in large-cap technology shares intensifies as investors switch into laggards

Asia / Equities

Asian markets fall

September 26, 2017
Asian markets fall

Chinese property curb, geopolitical tensions weigh on sentiment

Global / Currencies

The dollar and safe havens advance

September 26, 2017
The dollar and safe havens advance

A fresh bout of North Korea rhetoric against the US spurs rise aversion

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 / 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 / FX Currents

A new bullish price cycle for gold is likely

June 08, 2017
A new bullish price cycle for gold is likely

Gold gets back into the glow. Chances are we are seeing the green shoots of a fresh bull market. See also: AUD/USD, EUR/USD, USD/JPY

Featured Publications

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Global / GDP

Q4 Outlook: Enduring myths

September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.

Global / Oil and Gas

Oil price: Rebalancing underway

August 25, 2017
Oil price: Rebalancing underway

We have lowered our 2017 Brent crude oil price forecast by US$5 per barrel due to higher-than-expected US shale production. But we remain positive on rebalancing in 2H17 and into 2018.