The Bond Connect programme, which was launched on 3 July, has been seeing solid demand; the RMB16bn bond issue by Agricultural Development Bank of China was ten times oversubscribed
Taiwan’s economy will likely strengthen in the second half as new consumer electronics are introduced later in the year; we expect growth of 2.5% this year and 2.3% next year with upside risks to the...
The market may be too hasty in expecting the ECB to step up its exit from quantitative easing. We continue to see EUR/USD consolidating within its post-QE range of US$1.04-$1.16.
We expect BOC Aviation and China Aircraft Leasing Group share prices to re-rate as they deliver on earnings growth.
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.
We estimate that transport-related investment in the infrastructure initiative could be much higher than the initial phase, exceeding US$200b over a five-year period in ASEAN.
US-listed exchange-traded funds (ETFs) had another week of solid inflows, with US fixed income ETFs leading weekly inflows. For more details, see our Weekly Global ETF Commentary.
Partly thanks to Janet Yellen’s dovish remarks, US-listed ETFs posted net inflows of US$8,249.61m in the past week. For more details, see our Weekly Global ETF Commentary.
Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.
This year’s budget deficit is likely to come in around 2.6% of GDP despite the upward revision to 2.9% as it is highly unlikely we’ll see a full realisation of government expenditures.
We think Japan’s CPI inflation will stay below the 1% mark for the rest of 2017 and 1H18, which will likely persuade the BOJ to keep monetary stimulus in place for an extended period.
Singapore’s headline manufacturing output surged 13.1% year-on-year. The strong industrial production performance should prompt an upward revision to 2Q17 GDP figures to about 3%.
As Eurozone credit growth thaws, policymakers will be keen to see the extent to which the revival in investment growth improves pricing power and wage pressures.
Business investment has turned the corner to join the US economic recovery, which had, hitherto, been almost entirely driven by consumption and housing.
The three key themes that markets have been running with over the past few months -- USD weakness, tech stock strength and very low implied volatility – all saw a reversal overnight.
But commodity rally boosts raw material and energy stocks
But S&P 500 ends little changed after Fed's comments
The greenback craters following Fed signals to normalise its balance sheet "relatively soon"
Global equities grinded higher amid ongoing monetary accommodation and upbeat corporate earnings
The S&P 500 Index continued to push higher as the latest comments from the Federal Reserve gave a boost to sentiments
Strong jobs data gave the S&P 500 Index a lift, but headwinds remain
Neither feast nor famine - that is the frustrating outlook for global equities
After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low
DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.
Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.
Rising incomes and urbanisation would drive Chinese consumers towards a diet based more heavily on animal protein. We take a look at the pork industry, which would be enjoying both steady growth and ...
Everything in the economy is back to normal. Best plan on one hike per quarter through mid-2019, with the risk that the Federal Reserve has to up the pace before then.