Insights and Analysis

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China / Currencies

The Rise and Rise (and Rise) of the Yuan

February 24, 2017
The Rise and Rise (and Rise) of the Yuan

The Chinese yuan will continue its 20-year march north, beneath all the huckus-ruckus of bilateral currency moves that few can explain and fewer can predict.

Indonesia / Rates

The Next Move Is A Rate Hike

February 21, 2017
The Next Move Is A Rate Hike

Recent growth and inflation data are supportive of a rate hike by Bank Indonesia; we think this may happen in the third quarter, if not sooner.

Singapore / GDP

Budget: Building the Future Economy

February 21, 2017
Budget: Building the Future Economy

Amid an improved but uneven growth outlook, Singapore’s budget for 2017 appears well-balanced. There are measures to address short-term concerns for some segments of the economy but the focus c...

China / Consumer Goods

Government’s Move Boosts Drugmakers

February 24, 2017
Government’s Move Boosts Drugmakers

China has increased the number of medicines reimbursable from public medical insurance programs increases by 18%; we think this will drive overall demand for drugs and lift drugmakers.

China / Real Estate

Impact of Higher Mortgage Rates

February 22, 2017
Impact of Higher Mortgage Rates

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.

China / Real Estate

Abundant Supply to Dampen Prices

February 22, 2017
Abundant Supply to Dampen Prices

We believe that the abundant saleable resources in 2017 will dampen real estate prices in China; we remain cautious on the sector.

Global / Equities

Weekly Global ETF Commentary

February 20, 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.

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.

Equities to Watch

In-depth Analyses

In-depth and latest analyses on individual company stocks across Hong Kong and Singapore markets and key industry sectors.

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DBS View

Securities Outlook

Chinese only

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DBS View

Market Commentary

Chinese only

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每日經濟分析

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Taiwan / GDP

Rebound in Industrial Production

February 24, 2017
Rebound in Industrial Production

Taking seasonal effects into the account, Taiwan’s industrial production growth registered a strong 4.3% on-month in January.

Singapore / Rates

Oscillating Correlation

February 24, 2017
Oscillating Correlation

The correlation between the three-month Singapore swap offer rate (SOR) and the three-month London Interbank Offered Rate (Libor) has been relatively weak in recent months.

Philippines / GDP

The Disappearing Current Account Surplus

February 24, 2017
The Disappearing Current Account Surplus

We’re not overly concerned about Philippines’ shrinking current account surplus; given the huge growth potential, we reckon that foreign direct investment (FDI) inflows may continue to rise going for...

US / Rates

Fed Hike Based on February Labour Data

February 24, 2017
Fed Hike Based on February Labour Data

We continue to think that a March rate hike by the US Federal Reserve is more likely than not, and that February labour reports will be the deciding factor.

US / Rates

Time to Rethink Valuations

February 23, 2017
Time to Rethink Valuations

The last few months have led to a rethink in valuations for US Treasurys and the US equity markets. So which is the better bet? Read on for our comparison.

US / GDP

No Fear in Stocks and Mortgages

February 23, 2017
No Fear in Stocks and Mortgages

US mortgage applications look a lot like the stock market of late and neither seems afraid of a few US Federal Reserve hikes.

市場先驅

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Developed Markets / Equities

Wall Street Mixed

February 24, 2017
Wall Street Mixed

The Dow hits an all-time high; European and Japanese shares decline

Global / Currencies

USD Extends Losses

February 24, 2017
USD Extends Losses

US Treasury Secretary Mnuchin's comments keep the greenback down; yen and euro strengthen

Asia / Equities

Asian Stocks Fall

February 24, 2017
Asian Stocks Fall

The uptrend stalls as Asian markets come under pressure

Global / Insights

US Reflationary Trade Stays in Play

February 20, 2017
US Reflationary Trade Stays in Play

Investors focus on US economic/earnings rebound

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 / 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

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

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...