Insights and Analysis

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Taiwan / GDP

Trump’s Policies and Taiwan, Revisited

April 20, 2017
Trump’s Policies and Taiwan, Revisited

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

Indonesia / Currencies

A Stronger Rupiah Is Positive for Indonesia

April 20, 2017
A Stronger Rupiah Is Positive for Indonesia

We believe that a gradual strengthening of the Indonesian rupiah will boost investment; expect Bank Indonesia to continue accommodating a gradual strengthening of the currency.

China / Currencies

Room to Loosen Controls

April 13, 2017
Room to Loosen Controls

Now that outflows have stabilised, China should have more room to loosen controls on its currency. But any lifting of capital restrictions will likely be gradual.

China / Real Estate

Slowing Sales Volume Growth

April 18, 2017
Slowing Sales Volume Growth

In China, the volume of residential gross floor area (GFA) sold in 3M17 is moderating, yet GFA of new starts accelerated – which may lead to an inventory build-up if sales slow in 2H17.

China / Real Estate

Selling Prices Trend Down

April 18, 2017
Selling Prices Trend Down

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.

Hong Kong / Real Estate

Litmus Test of Local End-User Demand

April 18, 2017
Litmus Test of Local End-User Demand

The response to Sun Hung Kai Properties’ Eight Regency sales launch will serve as a barometer of whether Hong Kong’s latest round of tightening measures has dampened local end-user demand.

Global / Equities

Weekly Global ETF Commentary

April 17, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

April 10, 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

April 03, 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.

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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India / Currencies

Tolerance for Stronger Rupee in Focus

April 21, 2017
Tolerance for Stronger Rupee in Focus

The absence of comments to ‘talk down’ the rupee points to a new tolerance for a stronger currency. We will watch this space closely as a flows-driven rally in the currency runs the risk of reversal ...

Vietnam / Inflation

Inflation Has Peaked in Vietnam

April 21, 2017
Inflation Has Peaked in Vietnam

Inflation has peaked and improvement can be expected from the external front. As such, we expect inflation to ease to 3.2% in 2018, from 4% in 2017.

Taiwan / GDP

Export-Driven Recovery Will be Intact in Q2

April 21, 2017
Export-Driven Recovery Will be Intact in Q2

Taiwan’s exports sector has continued to benefit from the recovery of the US and the Chinese economy, innovation in the global tech industry, and the rebound in commodity prices. This will likely rem...

Global / GDP

Bringing the Housing Market Back to Earth

April 21, 2017
Bringing the Housing Market Back to Earth

As the US housing market starts showing signs that it’s running ahead of itself, the Federal Reserve will need to do what a Federal Reserve has to do: nudge real rates into reasonably positive territ...

Global / Rates

Outsized Moves in US Treasurys

April 21, 2017
Outsized Moves in US Treasurys

With risky assets still holding up relatively well, the slide in USD interest rates appears to be outsized. Just what is weighing on US Treasury yields?

US / Rates

The Fed Has to Get Back to ‘Normal’

April 20, 2017
The Fed Has to Get Back to ‘Normal’

It’s a straightforward picture – jobless claims are at their lowest in history, opportunities are at their highest, and wage growth is accelerating. Now is the time to raise interest rates.

市場先驅

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Developed Markets / Equities

S&P 500 has Second-best Day since March

April 21, 2017
S&P 500 has Second-best Day since March

Stocks jump amid corporate results and bets of coming tax cuts

Global / Currencies

Euro Hits Three-week High

April 21, 2017
Euro Hits Three-week High

Investors cover EUR shorts ahead of French election; USD extends gains

Asia / Equities

Most Asian Markets Rebound

April 21, 2017
Most Asian Markets Rebound

Chinese equities remain under the water

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Be Alert, Not Alarmed over Geopolitical Risks

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

Global / Insights

This Time, Geopolitics Matter to Markets

April 10, 2017
This Time, Geopolitics Matter to Markets

Any escalation of US-Russia tensions will likely give equities markets the "new driver" they were looking for - to trade lower

Global / Insights

Trump’s Popularity Slumps, Stocks Drift

April 03, 2017
Trump’s Popularity Slumps, Stocks Drift

Brace for more sideways drift to lower asset prices in coming weeks

China / Equities

Chinese Equities Could Remain Volatile

April 20, 2017
Chinese Equities Could Remain Volatile

This could carry on until policymakers resolve the conflict between the desire for growth and the need to contain debt, says DBS Chief Investment Officer Lim Say Boon

US / Currencies

Do Trump's Quips Matter for the Dollar?

April 13, 2017
Do Trump's Quips Matter for the Dollar?

You cannot invest on Trump's quirks and quips; he could just as well say something else tomorrow, says DBS Chief Investment Officer Lim Say Boon

Global / Equities

Geopolitics: The Trigger for Correction

April 12, 2017
Geopolitics: The Trigger for Correction

Donald Trump's "mercurial" decision-making style will create geopolitical uncertainties that will weigh on market sentiment, says DBS Chief Investment Officer Lim Say Boon

Featured Publications

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

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.