MarketMovers

2Q18: Mind the Bends
MarketMovers

2018: The Bull Ain't Done
MarketMovers

US debt ceiling, tax reform take centre stage
MarketMovers

Risk assets: Shaken, but not stirred
Insights

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

China Internet: Where Does Online Ad Spend Go?
Insights

Hong Kong Hotels: Time to Check In
Insights

Divestments and M&As to Accelerate in 2018
Economics

Understanding China: Electronics Wave
Economics

Understanding China: Automation Drive Is Essential
Economics

Introducing GDP Nowcast
Economics

Economics, Currencies & Rates Research
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Insights and Analysis

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Global / Insights

Economics & Macro Strategy
May 25, 2018
Economics & Macro Strategy

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

Damage assessment
May 25, 2018
Damage assessment

Growth divergence among developed economies is guiding flows. With the USD and US rates heading up, emerging market economies with large external funding needs are under considerable pressure; we exp...

US / Rates

USD Rates: Compressed term premium
May 23, 2018
USD Rates: Compressed term premium

Compressed term premium largely reflects decreased uncertainties over the USD rate outlook over the coming quarters

China / Real Estate

China REITs: Property landlords to shine
May 23, 2018
China REITs: Property landlords to shine

We believe removing legislative obstacles is the first step that the government needs to establish a modern REIT regime. Also, we believe that relaxation of policy and taxation is more conducive to g...

Global / Basic Materials

Copper and its electrifying future
May 18, 2018
Copper and its electrifying future

Given strong demand growth, we expect a copper shortage over the mid-term; LME copper prices on average will remain above US$7,000 per tonne and gradually rise.

Global / Oil and Gas

A shot in the arm for oil
May 09, 2018
A shot in the arm for oil

We are revising up our 2018 average Brent crude oil price forecast to US$70-75/bbl from US$60-65/bbl. Our 2019 average forecast for Brent is slightly lower at around US$65-70/bbl.

Global / Equities

Weekly Global ETF Commentary
May 21, 2018
Weekly Global ETF Commentary

Despite strong earnings reports, investors remained cautious on the back of the rise in Treasury yields, U.S.-China trade talks and geopolitical risks. However, U.S.-listed ETFs continue to attract s...

China / Equities

At least CNY108b fund inflow into Ashare market
May 14, 2018
At least CNY108b fund inflow into Ashare market

A-shares will represent 0.05% and 0.37% of MSCI ACWI and EM index. The amount of passive fund inflow is estimated be CNY108b. The Chinese brokers are likely to benefit most from the rising turnover i...

Global / Equities

A roller-coaster week
May 07, 2018
A roller-coaster week

After a strong month of ETF inflows in April, US-listed ETFs continued to register weekly inflows of US$3,469.54m the past week. For more, check out our Weekly Global ETF Commentary.

Economics Daily

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Singapore / Rates

SGS : How rich is the 5Y?
May 15, 2018
SGS : How rich is the 5Y?

The 5Y tenor of the SGS curve has been rich since the 2008/09 crisis

South Korea / Rates

Korea Treasury Bonds: Outperformance largely done
April 30, 2018
Korea Treasury Bonds: Outperformance largely done

While we think that the outperformance of Korea Treasury Bonds may be largely done, they are still extremely attractive from a USD-hedged perspective.

Hong Kong / Rates

HKD under pressure; Hibor to jump
April 26, 2018
HKD under pressure; Hibor to jump

Amid strong rate-hike expectations, HIBOR-LIBOR spreads have widened to the highest level, last seen in 2008. We think the prime lending rate will jump soon and likely reach 5.75% by end-2018.

Global / Rates

Macro strategy: Opportunities and lessons in challenging ti...
May 25, 2018
Macro strategy: Opportunities and lessons in challenging times

Asian FX and government bonds are facing challenging times. Returns over the past few months have been weak. Tactical opportunities are emerging.

Global / GDP

This week: Upsides to GDP and inflation
May 21, 2018
This week: Upsides to GDP and inflation

First quarter GDP releases for Singapore and Taiwan would see slightly stronger growth while inflation in Hong Kong, Malaysia and Singapore will show a pick-up in price pressure; meanwhile Bank of Ko...

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...

Market Movers

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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

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...

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