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.

Get In Touch

Call Us: (852) 3668 8008

Get In Touch

Call Us: (852) 3668 8008

Economics

South Korea / GDP

Is the Optimism Justified?...

March 29, 2017

Korea’s financial markets have remained resilient despite the political turmoil that started in late 2016. While we think that there may be fiscal stimulus after a new government takes office, we thi...

Key summary points
  • Korea’s financial markets have stayed resilient; optimism is on the rise
  • Fiscal stimulus can be expected after a new government takes office. But don’t expect too much
  • Reforms to reduce economic disparities and boost industrial competitiveness could be on the cards
  • Monetary easing remains unlikely
  • Positive surprises may come from exports instead, despite Korea-China tensions and US protectionism

Read more reports

There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Real Estate

More Tightening Policies Rolled Out

March 21, 2017
China

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.

China / Real Estate

Policies, Demand Underpin Profitability

March 21, 2017
China

We think that strict price controls and increasing land cost may compress the profitability of China’s developers.

Equity Strategies

Global / Equities

Weekly Global ETF Commentary...

March 27, 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
  • As the politically charged healthcare reform floundered, market volatility increased
  • US-listed ETFs posted weekly net outflows of US$415.23 million
  • In a trend reversal, US equity ETFs recorded weekly net outflows of US$9,266.21 million
  • Asia-Pacific-focused ETFs listed in the US posted US$178.83 million weekly net outflows

Read more reports

There were no dcr path found

Discover All

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities