Economics and Macro Strategy
Asian exports have begun to follow the earlier PMI declines. Further weakness is in the pipeline, in our view. But swings in exports are common, with the last soft patch coming as recently as 2016.
Bank Indonesia left 7DDR unchanged at 6% yesterday on the back of stable inflation expectation and stronger Rupiah.
Local developers snapped up land sold by the Hong Kong government for residential or commercial use as China-based developers become less active in land banking in the city.
Large players in industries with the ability to collect and analyse data at distinct advantage to leverage developments in Customer Data Platform (CDP) for successful cross selling.
Property launches started shortly after the New Year in view of strong launch pipeline scheduled for 2019.
US-listed ETFs showed inflows of $7.1 billion. Equities received $4.2 billion as fixed income had an inflow of $2.9 billion and international equities gained $2.3 billion.
US-listed ETFs had inflows of $5.5 billion with equities receiving $6.0 billion whereas fixed income had outflows of $1.4 billion.
US-listed ETFs had an inflow of $13.7 billion with equities posting inflows of $6.9 billion while fixed income drew in $7.0 billion.
Opportunities in HG sub-debt & Chinese infrastructure companies
Chinese imports from the US have plunged lately, while exports have held up quite well.
#1 Bet on more rate hikes by the Fed
Investors mull US-China trade talks; Australia releases its budget report
The rupiah sinks to its weakest since 2015, on economic growth concerns
Stocks struggle for direction after Trump scraps Iran nuclear deal
Investors are increasingly buying protection for downside risks
Global investors are seeking cheaper exposures to equities
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication
DBS Chief Investment Officer Lim Say Boon discusses the frustrating outlook for global equities
Neither feast nor famine - that is the frustrating outlook for global equities
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.