Insights and Analysis

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Indonesia / GDP

Looking at a S&P Upgrade

January 19, 2017
Looking at a S&P Upgrade

We think odds are high that the ratings agency will upgrade Indonesia’s credit rating this year.

US / Inflation

Pop Goes the Headline

January 18, 2017
Pop Goes the Headline

With inflation likely to have risen to 2.1% in December – above the Federal Reserve’s target – the central bank has its work cut out for it and will need to raise rates sooner and faster than most th...

Global / GDP

On the Upswing

January 17, 2017
On the Upswing

While almost all indicators are suggesting that the global economy is finally on the upswing, this stronger growth may not last. That said, things are not as bad as they look.

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.

Hong Kong / Real Estate

The Real Estate Needs of the Hong Konger

January 18, 2017
The Real Estate Needs of the Hong Konger

Small homes, decentralised offices, and online shopping – these are the dynamics that will have an impact on Hong Kong’s real estate market in the long run.

China / Real Estate

Sales Momentum Remains Weak

January 17, 2017
Sales Momentum Remains Weak

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 / Equities

Weekly Global ETF Commentary

January 16, 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

Weekly Global ETF Commentary

January 09, 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.

China / Equities

A Star Wars Take on Critical Factors

January 06, 2017
A Star Wars Take on Critical Factors

After the declining assets under management and trading volumes of 2016, we hope our China/Hong Kong stock and sector picks will be a help in 2017.

Economics Daily

  • Asia
  • Global
  • Asia
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China / Currencies

More Capital Controls May Be in Store

January 23, 2017
More Capital Controls May Be in Store

Chinese government efforts to stem capital flight paid off last month, but continued depreciation pressures on the Chinese yuan may prompt further capital controls.

Singapore / Rates

A Weakening Relationship

January 20, 2017
A Weakening Relationship

While the US dollar/Singapore dollar and Singapore dollar forward points are still broadly moving together, large increases in the former are translating into much smaller change in the latter.

Malaysia / Rates

Malaysia Keeps Policy Rate Steady

January 20, 2017
Malaysia Keeps Policy Rate Steady

Bank Negara Malaysia has held monetary policy steady, on the back of improving economic conditions and a benign inflation outlook.

Global / Currencies

Trump’s Impact on US Dollar

January 23, 2017
Trump’s Impact on US Dollar

Investors who were looking for details on US President Donald Trump’s reflation policies found only a protectionist stance, which sent the greenback lower.

US / Rates

Risk Assets Hold Up

January 23, 2017
Risk Assets Hold Up

While assets have been holding up, some volatility may be due in the immediate few weeks when further clarity on Donald Trump’s policies start to materialise.

US / GDP

Fully Employed

January 20, 2017
Fully Employed

The proportion of working-age Americans with full time jobs is now back where it was at the peak of the subprime bubble in 2007, and prices are beginning to show it.

Market Movers

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Asia / Equities

Asian Markets Mixed

January 19, 2017
Asian Markets Mixed

Court denies arrest warrant for Samsung heir

Developed Markets / Equities

Wall St Gains on Yellen Remarks

January 19, 2017
Wall St Gains on Yellen Remarks

European shares little changed

Global / Currencies

Dollar Rallies Thanks to Yellen

January 19, 2017
Dollar Rallies Thanks to Yellen

Pound, yen weaken as risk-on sentiment returns

Global / Insights

“Trump Trade” Pauses Ahead of Inauguration Day

January 16, 2017
“Trump Trade” Pauses Ahead of Inauguration Day

Risk assets pull back as investors adopt a wait-and-see mode

Global / Clear Call

Trade on Charts, Not Tweets

January 12, 2017
Trade on Charts, Not Tweets

DBS Chief Investment Officer Lim Say Boon discusses how to cut through Trump's "twitter storm"

Global / Insights

US Equities Push Higher on Stimulus Hopes

January 09, 2017
US Equities Push Higher on Stimulus Hopes

Expectations for fiscal boost fuels optimism

Global / Outlook

1Q-2017: All Change - Trump Triggers Inflections

December 23, 2016
1Q-2017: All Change - Trump Triggers Inflections

Donald Trump is the latest disruption to already disrupted markets. DBS Chief Investment Officer Lim Say Boon discusses the implications on risk asset markets

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 / 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

Featured Publications

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
 Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...

China / Technology

The Rise of FinTech in China

December 12, 2016
The Rise of FinTech in China

While London, New York and Silicon Valley, compete to position themselves as the world's 'FinTech hub', China has leapfrogged ahead to become the undoubted centre of global FinTech i...

Global / GDP

Q1 Outlook: The Slack Is Gone

December 12, 2016
Q1 Outlook: The Slack Is Gone

The era of extraordinarily low interest rates is probably over. Let’s take a look at what that – and 2017 – holds for our economies and markets.