Insights and Analysis

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Europe / Rates

The European Central Bank is not ready to hike rates

May 23, 2017
The European Central Bank is not ready to hike rates

The ECB is unlikely to tighten monetary policy quickly; inflation – as well as memories of premature hikes in 2008 and 2011 – will stay their hand.

China / GDP

A reality check for China

May 16, 2017
A reality check for China

While China’s economy is not about to fall off a cliff, measures such as income growth per capita and industrial production are slowing – a result of deleveraging. Careful management of the deleverag...

India / Rates

Is a rate cut in the offing?

May 16, 2017
Is a rate cut in the offing?

The recent path that inflation is taking is at odds with the Reserve Bank of India’s cautious policy stance.

Hong Kong / Real Estate

Are tighter mortgage lending rules effective?

May 29, 2017
Are tighter mortgage lending rules effective?

Overall, successive cooling measures and spiralling home prices have led to a further deterioration of fundamentals in the residential market, whose current cycle is on its last legs. We expect the r...

China / Technology

The next ‘in thing’ in China online gaming

May 26, 2017
The next ‘in thing’ in China online gaming

We believe e-sport mobile games are the next ‘in thing’ after PC-to-mobile games in China following Tencent’s success with Honor of Kings. .

China / Real Estate

Developers expect a tougher second half

May 26, 2017
Developers expect a tougher second half

Some property developers believe the current tightening is necessary to maintain a stable market. As the impact on the physical market is still not apparent, the government may enhance its policies f...

Global / Equities

Weekly Global ETF Commentary

May 29, 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

Pulse of Asia: Eye on Hong Kong companies

May 25, 2017
Pulse of Asia: Eye on Hong Kong companies

We hosted 19 companies on the first day of our Pulse of Asia conference in Hong Kong, providing investors a chance to interact with the companies’ management. Read on to find out more.

Global / Equities

Weekly Global ETF Commentary

May 22, 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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Vietnam / GDP

Vietnam’s growth outlook remains buoyant

May 30, 2017
Vietnam’s growth outlook remains buoyant

Despite a disappointing 1Q GDP growth of 5.1%, higher-frequency data is suggesting that growth momentum is picking up.

South Korea / GDP

We expect Korea’s growth to stay solid in 2Q

May 30, 2017
We expect Korea’s growth to stay solid in 2Q

The underlying growth momentum is likely to remain steady. Despite the recent softening in China’s macro indicators, it remains too early to worry about Korea’s exports outlook, given the increase in...

India / Rates

Markets have pared policy-tightening expectations

May 30, 2017
Markets have pared policy-tightening expectations

With India’s inflation undershooting expectations, the discussion has shifted from the risks of a rate hike to the likelihood of rate cuts. But we don’t expect any knee-jerk reaction.

US / GDP

US auto sector may kick off normalisation in consumption

May 30, 2017
US auto sector may kick off normalisation in consumption

Looking forward, where’s the weakness in the US economy? The auto sector may be a good candidate.

Europe / Inflation

Eurozone’s May inflation in focus

May 29, 2017
Eurozone’s May inflation in focus

Eurozone’s May inflation, due mid-week, is likely to deflate expectations that the European Central Bank would lay the ground for an exit strategy at next month’s policy review.

Global / Rates

US Treasury yields are stuck in a range

May 29, 2017
US Treasury yields are stuck in a range

USD interest rates are settling into a range as the market comes to terms with the fact that Donald Trump’s ability to deliver on stimuli may be limited.

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Global / Currencies

USD inches higher

May 29, 2017
USD inches higher

But the pound hits one-month low as the UK heads toward general election

Developed Markets / Equities

US stocks edge higher

May 29, 2017
US stocks edge higher

They post their longest winning streak since February

Asia / Equities

Asian equities mixed

May 29, 2017
Asian equities mixed

South Korea marches higher into record territory

Global / Insights

Global Equities – Suspiciously Fearless

May 29, 2017
Global Equities – Suspiciously Fearless

Equities shrugged off weak US economic momentum, a crude oil price slump, US political turbulence, and more

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 / 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.

Global / Equities

The NEXT 100 days of the Donald, Part 2

May 08, 2017
The NEXT 100 days of the Donald, Part 2

DBS Chief Investment Officer Lim Say Boon discusses how global equities will fare outside the US

Featured Publications

Indonesia / Financials

Indonesian multi-finance companies: Bridging gaps with the ...

May 25, 2017
Indonesian multi-finance companies: Bridging gaps with the underbanked

The opportunity to reach out to Indonesia’s vast unbanked population may lie with the country’s multi-finance companies; we take a look at the key players, the potential for growth, and what lies ahe...

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.