Insights and Analysis

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Indonesia / GDP

Indonesia and the ‘Trump’ Factor

November 30, 2016
Indonesia and the ‘Trump’ Factor

While markets in Asia have been grappling with the uncertainty of the Donald Trump’s administration on the region, Gundy Cahyadi, DBS’ economist covering Indonesia, Southeast Asia’s largest economy, ...

China / GDP

Where’s China Headed?

November 22, 2016
Where’s China Headed?

In this special report on China’s 13th Five-Year Plan, we take a deep dive into the most significant aspects of the overarching policy document and examine its implications for business.

Europe / Rates

ECB Challenged by Higher Bond Yields

November 16, 2016
ECB Challenged by Higher Bond Yields

Rising US bond yields and reflation expectations have put the European Central Bank (ECB) in a bind. But we expect the ECB to keep its rhetoric dovish and announce an extension in the QE purchases at...

China / Utilities

More Investment in Biomass Development

December 06, 2016
More Investment in Biomass Development

China’s newly released five-year plan for biomass development is an important part of the government’s energy restructuring plan, and should attract greater investment to the sector.

China / Real Estate

More Cities to Impose Home Purchase Restriction

December 06, 2016
More Cities to Impose Home Purchase Restriction

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.

China / Real Estate

Watch Out For Overseas Investments

November 30, 2016
Watch Out For Overseas Investments

After rapid growth in their home market, Chinese developers are increasingly looking outward for expansion and higher profits; in this special report, we highlight the companies, countries, and segme...

Global / Equities

Weekly Global ETF Commentary

December 05, 2016
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

Sunshine After the Rain

December 01, 2016
Sunshine After the Rain

We believe Hong Kong’s market earnings growth can resume in 2017 after declining about 25% during 2015-2016. We outline our top investments themes going forward.

Global / Equities

Weekly Global ETF Commentary

November 28, 2016
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
  • Global
  • Asia
  • Global
India / Rates

Surprise Hold on Rates

December 08, 2016
Surprise Hold on Rates

The Reserve Bank of India bucked expectations on Wednesday, choosing to keep rates on hold instead of cutting by 25 or 50 basis points.

China / Currencies

Further Drop in Foreign Reserves

December 08, 2016
Further Drop in Foreign Reserves

November saw the biggest monthly drop in China’s foreign exchange reserves since January, reaffirming a pickup in capital outflows amid accelerated Chinese yuan depreciation.

Malaysia / GDP

Exports Fell More Than Expected But…

December 08, 2016
Exports Fell More Than Expected But…

Malaysia’s export data disappointed in October but we see signs that the export cycle could have bottomed.

Global / Currencies

Euro Support Remains

December 08, 2016
Euro Support Remains

Short-term factors have led to short covering in the euro after the sharp US dollar rally in November.

Global / Rates

More Yield Adjustment to Come

December 08, 2016
More Yield Adjustment to Come

There has been a fair amount of adjustment in global yields, and we think that more can be expected over the coming year.

US / GDP

Slack Is Finally Gone

December 08, 2016
Slack Is Finally Gone

US wages, inflation, and interest rates will all continue rising into the next year or two. The slack the US Federal Reserve has been trying to mop up for eight years is finally gone.

Market Movers

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Asia / Equities

Asian Markets Climb

December 08, 2016
Asian Markets Climb

Fresh gains in Wall St drive Australia and South Korea up in early trading

Global / Currencies

USD Slips Lower

December 08, 2016
USD Slips Lower

The JPY and EUR gained against the greenback

Developed Markets / Equities

Global Stocks Rally Ahead of ECB

December 08, 2016
Global Stocks Rally Ahead of ECB

Wall Street climbs to new heights on Wednesday amid upbeat sentiment on the economy

Global / Insights

From “Trump Off” to (Mild) “Risk Off”

December 05, 2016
From “Trump Off” to (Mild) “Risk Off”

While sentiment towards European equities and the euro dampen, underlying drivers of the Trump Trade continue gathering momentum

Global / Insights

Trump Trade Approaches Extremes

November 28, 2016
Trump Trade Approaches Extremes

The Trump Trade - bullish Developed Market equities and US Dollar - is not over, but it is overdone, for now

Global / Insights

Trump Triggers Market Inflections

November 21, 2016
Trump Triggers Market Inflections

America's President-Elect Donald Trump appears to have triggered major inflections in political and economic trends

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

Global / Equities

The Three Risks of Autumn

October 07, 2016
The Three Risks of Autumn

Markets will likely trade nervously in the face of central bank policy uncertainties, seasonal volatility, and the US Presidential election

Featured Publications

China / Real Estate

Watch Out For Overseas Investments

November 30, 2016
Watch Out For Overseas Investments

After rapid growth in their home market, Chinese developers are increasingly looking outward for expansion and higher profits; in this special report, we highlight the companies, countries, and segme...

China / GDP

Where’s China Headed?

November 22, 2016
Where’s China Headed?

In this special report on China’s 13th Five-Year Plan, we take a deep dive into the most significant aspects of the overarching policy document and examine its implications for business.

China / Utilities

Transiting to a Low-Carbon Economy

November 18, 2016
Transiting to a Low-Carbon Economy

China is actively rolling out its renewable energy plan which will bring about abundant growth opportunities for renewable energy plays. We take a dive deep into the sector.