Insights and Analysis

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China / Rates

Bond Connect sees solid demand

July 17, 2017
Bond Connect sees solid demand

The Bond Connect programme, which was launched on 3 July, has been seeing solid demand; the RMB16bn bond issue by Agricultural Development Bank of China was ten times oversubscribed

Taiwan / GDP

A temporary pause

July 11, 2017
A temporary pause

Taiwan’s economy will likely strengthen in the second half as new consumer electronics are introduced later in the year; we expect growth of 2.5% this year and 2.3% next year with upside risks to the...

Global / Currencies

Has the EUR peaked?

July 04, 2017
Has the EUR peaked?

The market may be too hasty in expecting the ECB to step up its exit from quantitative easing. We continue to see EUR/USD consolidating within its post-QE range of US$1.04-$1.16.

China / Real Estate

Listed developers’ growth in June underperformed the market

July 18, 2017
Listed developers’ growth in June underperformed the market

Listed developers’ contracted sales up 36% m-o-m, while national sales surged 45% m-o-m in June 2017.

China / Real Estate

Guangzhou pushes for rental market development

July 18, 2017
Guangzhou pushes for rental market development

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

Oil market rebalancing underway

July 18, 2017
Oil market rebalancing underway

Even though we lowered our 2017 Brent crude oil price forecast by US$5 per barrel due to higher-than-expected US shale production, we remain positive on rebalancing in 2H17 and into 2018.

Global / Equities

The US ETF market passed the US$3t mark

July 17, 2017
The US ETF market passed the US$3t mark

Partly thanks to Janet Yellen’s dovish remarks, US-listed ETFs posted net inflows of US$8,249.61m in the past week. For more details, see our Weekly Global ETF Commentary.

Global / Equities

Weekly Global ETF Commentary

July 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

Central banks are spoiling the party

July 07, 2017
Central banks are spoiling the party

Last month’s market correction reflected the US Federal Reserve's recent interest rate hikes as well as central banks’ rhetoric on the need to eventually normalise policies. High valuations aren’t he...

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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每日經濟分析

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Japan / GDP

BOJ remains uncomfortable

July 21, 2017
BOJ remains uncomfortable

We expect the central bank to keep short-term and long-term interest rate targets unchanged in the next 6-12 months and continue to anchor the yield curve through flexible bond purchases.

Indonesia / GDP

Little to lose sleep over

July 21, 2017
Little to lose sleep over

The anti-climactic Bank Indonesia decision kept interest rates steady and gave little hint of a change in policy stance anytime soon. But there were some important cues on the GDP growth trajectory.

India / Rates

RBI revives discussion on new liquidity tool

July 20, 2017
RBI revives discussion on new liquidity tool

To counter the risk to liquidity from strong foreign portfolio inflows, the Reserve Bank of India has reportedly revived discussions on a new liquidity tool – Standing Deposit Facility.

US / GDP

US jobless claims hover at 44-year low

July 21, 2017
US jobless claims hover at 44-year low

No matter how the numbers are sliced, labour markets in the US are tight and inflation remains elusive. Only one will last.

Europe / Rates

ECB fails to convince markets

July 21, 2017
ECB fails to convince markets

The European Central Bank again played down the prospect of policy tightening, and markets once again refused to buy into the rhetoric, pushing German yields and the EUR up.

Global / Currencies

EUR takes on ECB, faces profit-taking risk

July 21, 2017
EUR takes on ECB, faces profit-taking risk

The markets took the EUR higher after it viewed that the European Central Bank was not dovish enough at its Thursday meeting. But after strong gains this week, the EUR faces profit-taking risk.

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Developed Markets / Equities

US stocks mixed

July 21, 2017
US stocks mixed

Mueller’s Trump probe said to widen

Asia / Equities

Asian stocks continue winning streak

July 21, 2017
Asian stocks continue winning streak

Sentiment improves after Wall Street touches new highs

Global / Currencies

US dollar remains weak

July 21, 2017
US dollar remains weak

Concern that the US economy recovery is faltering remains

Global / Insights

Dovish Fed Boosts US Equities

July 17, 2017
Dovish Fed Boosts US Equities

The S&P 500 Index continued to push higher as the latest comments from the Federal Reserve gave a boost to sentiments

Global / Insights

Strong Jobs Data Buoy US Equities

July 10, 2017
Strong Jobs Data Buoy US Equities

Strong jobs data gave the S&P 500 Index a lift, but headwinds remain

Global / Insights

The end of monetary accommodation in the Euro Area?

July 03, 2017
The end of monetary accommodation in the Euro Area?

We agree with Federal Reserve chair Janet Yellen - investors should brace for further weakness in US equities

Global / Outlook

3Q17: Desperately seeking value

June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

Global / Equities

The markets needed a correction; they will get it

May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Global / Equities

Have global equities hit stall speed?

May 12, 2017
Have global equities hit stall speed?

DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.

Featured Publications

China / Consumer Goods

China Pork: A meaty task to meet demand

July 04, 2017
China Pork: A meaty task to meet demand

Rising incomes and urbanisation would drive Chinese consumers towards a diet based more heavily on animal protein. We take a look at the pork industry, which would be enjoying both steady growth and ...

Global / GDP

Q3: Forging ahead

June 08, 2017
Q3: Forging ahead

Everything in the economy is back to normal. Best plan on one hike per quarter through mid-2019, with the risk that the Federal Reserve has to up the pace before then.

Malaysia / Industrials

Malaysia construction: Chinese contractors - friend or foe?

June 02, 2017
Malaysia construction: Chinese contractors - friend or foe?

Chinese participation in Malaysia’s construction space has been the most apparent in the building sector; we think that small contractors which have the most exposure to private-sector condominium pr...