Insights and Analysis

In-depth and broad analysis of major developments in Asia’s economic activity, policy, equity, property and currency markets and what they mean for our clients.

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Call Us: (852) 3668 8008

Economics

Europe / Rates

The European Central Bank is not ready to hike rates...

May 23, 2017

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.

Key summary points
  • Some of the risks clouding the Eurozone have cleared
  • Steady growth and receding fears of a currency break-up have fuelled expectations of ECB tightening
  • Inflation will be the key driver of policy action; we are not there yet
  • Memories of premature hikes in 2008 and 2011 will stay their hand
  • Markets need to differentiate between rate hikes and tapering; the ECB will focus on the latter

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

Hong Kong / Real Estate

Are tighter mortgage lending rules effective?

May 29, 2017
Hong Kong

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
China

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. .

Equity Strategies

Global / Equities

Weekly Global ETF Commentary...

May 29, 2017

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.

Key summary points
  • Investors continued to shift out of US equity ETFs into int’l equity ETFs for a fourth-straight week
  • But US-listed ETFs continued to garner net new assets, recording weekly net inflows of US$7,807.34m
  • International equity ETFs led inflows, with US$6,176.90m net inflows

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There were no dcr path found

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