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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 / 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 / Real Estate

Sentiment Weakens Further Amid Measures

November 29, 2016
Sentiment Weakens Further Amid Measures

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.

Global / Oil and Gas

OPEC Production Cut Uncertainty Remains

November 28, 2016
OPEC Production Cut Uncertainty Remains

Our weekly analysis of key developments from the oil and gas sector to aid readers in extracting value from the news flow.

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.

Hong Kong / Equities

Shenzhen Connect to Launch Next Week

November 28, 2016
Shenzhen Connect to Launch Next Week

Shenzhen Connect beneficiaries form one of our investment themes for the fourth quarter of the year.

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

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DBS View

Market Commentary

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每日經濟分析

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Singapore / GDP

Labour Market Lags Behind

December 02, 2016
Labour Market Lags Behind

There have been signs of bottoming out in Singapore’s growth cycle, but it will take time for the labour market to follow suit.

Indonesia / Inflation

Core Inflation Stuck at Multi-Year Low

December 02, 2016
Core Inflation Stuck at Multi-Year Low

Indonesia’s headline inflation accelerated in November, but core inflation has continued to fall. We believe inflationary expectations have been pulling core inflation down.

India / GDP

Losing Momentum

December 01, 2016
Losing Momentum

Any positive boost from India’s firm third quarter GDP numbers will be fleeting, as focus shifts to the impact of the banknote reform on fourth quarter growth.

US / GDP

Greater Expectations on Jobs Front

December 02, 2016
Greater Expectations on Jobs Front

There are several reasons why we expect Friday’s US employment figures to come in well above consensus expectations.

US / Currencies

Greenback Takes Breather

December 02, 2016
Greenback Takes Breather

After a strong rally in November, the US dollar is taking a breather ahead of the December 14 Federal Open Market Committee meeting.

US / Currencies

Can the US Dollar’s Rise Last?

December 01, 2016
Can the US Dollar’s Rise Last?

Strong US data underpinned the greenback this week. And the US dollar rally after the US presidential election appears sustainable.

市場先驅

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Global / Currencies

USD Retreats in Asian Trade

November 15, 2016
USD Retreats in Asian Trade

The DXY index pulls back Tuesday morning in Asia after six sessions of gains

Asia / Equities

Asian Markets Open Lower

November 15, 2016
Asian Markets Open Lower

The ASX and Kospi retreat in early Tuesday trading

Global / Equities

Wall Street Pauses

November 15, 2016
Wall Street Pauses

US equities ended mixed on Monday, with the Dow at record highs

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 / Insights

The World According to Trump

November 14, 2016
The World According to Trump

The wild card for equities in 2017 is the impact of higher US rates and yields

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 / 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.

Hong Kong / Technology

The Right Supply for Rising Demand

October 20, 2016
The Right Supply for Rising Demand

We are positive on the outlook for Hong Kong’s data-centre sector, and expect the market to grow at 15% per year over the next 3-5 years.