Insights and Analysis

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Taiwan / GDP

Trump’s Policies and Taiwan

February 14, 2017
Trump’s Policies and Taiwan

We discuss the implications of US President Donald Trump’s policies for Taiwan in four major topics – trade, investment, government policies, and financial markets.

Singapore / Economics

Mapping the Future

February 06, 2017
Mapping the Future

The Committee on the Future Economy will release its long-term roadmap for Singapore’s development in the coming weeks, while Budget 2017 will focus on the near- to medium-term.

Global / Currencies

US Dollar Strength Hits a Roadblock

February 03, 2017
US Dollar Strength Hits a Roadblock

Two hurdles have emerged to challenge US dollar bulls in early 2017 – the global recovery turned out to be broader than expected and the Trump administration’s trade protectionist stance.

China / Health Care

Inflection Point Emerging

February 16, 2017
Inflection Point Emerging

We think that now might be a good time to revisit Chinese drug suppliers as the sector’s sales growth could rebound later this year.

China / Real Estate

Results Preview: Don’t Expect Too Much

February 16, 2017
Results Preview: Don’t Expect Too Much

We think that most developers are likely to underperform market estimates for their FY2016 earnings, except for Sino-Ocean and Yanlord.

China / Real Estate

Sales Recover After Lunar New Year

February 14, 2017
Sales Recover After Lunar New Year

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier 1 to 3 cities; as well as an overview of the share performance of sector players.

Global / Equities

Weekly Global ETF Commentary

February 13, 2017
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.

Hong Kong / Equities

Potential Two Baggers

February 10, 2017
Potential Two Baggers

Small caps have lagged the Hang Seng Index by 17% since the start of 2016. We expect this to reverse in 2017. Find out why and our stocks picks in this space.

Global / Equities

Weekly Global ETF Commentary

February 06, 2017
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.

Economics Daily

  • Asia
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  • Asia
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Singapore / Rates

Continued Rally Unlikely

February 17, 2017
Continued Rally Unlikely

With ten-year Singapore government securities yields already 20 basis points below ten-year US Treasury yields, a continued rally in the former appears unlikely.

Indonesia / Rates

Bank Indonesia Maintains Status Quo

February 17, 2017
Bank Indonesia Maintains Status Quo

Bank Indonesia (BI) kept rates unchanged on Thursday and signaled no intention to move anytime soon. But we still think that the central bank will likely hike rates in the second half of the year.

Singapore / GDP

Singapore Economy in Turnaround

February 17, 2017
Singapore Economy in Turnaround

The 12.3% on-quarter expansion in Singapore’s economy in the 2016 fourth quarter was a turnaround from the 0.4% decline in the previous quarter. We will be revising up our 2017 GDP forecast.

US / Rates

Slack All But Gone

February 17, 2017
Slack All But Gone

US Federal Reserve Chair Janet Yellen has made it clear that US rate hikes this year depend, first and foremost, on continued strengthening in the labour market. She’s getting that in spades.

Europe / Rates

ECB Affirms Dovish Stance

February 17, 2017
ECB Affirms Dovish Stance

The modest downward revision in Eurozone’s 4Q GDP growth and soft production numbers for January have reinforced the bank’s decision to maintain an accommodative bias.

US / Currencies

Greenback Is Down But Not Out

February 17, 2017
Greenback Is Down But Not Out

The US Dollar Index suffered its worst single-day fall since January 31 but will likely to find support at its 100-day moving average around 100.25.

Market Movers

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Developed Markets / Equities

US Stocks Snap Rally

February 17, 2017
US Stocks Snap Rally

US shares fall after the longest rally in three years; Europe, Japan equities lower

Global / Currencies

US Dollar Weaker

February 17, 2017
US Dollar Weaker

The dollar weakens; gold and yen strengthen

Asia / Equities

Asian Markets Mixed

February 17, 2017
Asian Markets Mixed

China, Hong Kong, and Australia higher; Korea and Taiwan down

Global / Insights

Market Optimism Drives US Equities Higher

February 13, 2017
Market Optimism Drives US Equities Higher

Trump administration's "phenomenal" tax announcement power markets

Global / Insights

US Policy Uncertainties Dominate Sentiments

February 06, 2017
US Policy Uncertainties Dominate Sentiments

As initial enthusiasm over the "Trump Trade" subsides, investors look at latest policy developments

Global / Insights

Policy Clarity to Spur US Equities

January 23, 2017
Policy Clarity to Spur US Equities

US corporate earnings to rebound on economic growth

Global / Outlook

1Q-2017: All Change - Trump Triggers Inflections

December 23, 2016
1Q-2017: All Change - Trump Triggers Inflections

Donald Trump is the latest disruption to already disrupted markets. DBS Chief Investment Officer Lim Say Boon discusses the implications on risk asset markets

Global / Clear Call

A Nervous New World (Part 2)

November 09, 2016
A Nervous New World (Part 2)

The Republican Party could win both the House and the Senate, giving Trump the power to act Obama didn't have

Global / Clear Call

A Nervous New World (Part 1)

November 09, 2016
A Nervous New World (Part 1)

Here's what President Donald Trump means for global economies and markets

Featured Publications

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...

China / Technology

The Rise of FinTech in China

December 12, 2016
The Rise of FinTech in China

While London, New York and Silicon Valley, compete to position themselves as the world's 'FinTech hub', China has leapfrogged ahead to become the undoubted centre of global FinTech i...