Insights and Analysis

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India / Rates

Monetary Policy on Cruise Control

March 27, 2017
Monetary Policy on Cruise Control

After shifting to a neutral stance for monetary policy, India’s central bank may be pulling the brakes on the easing cycle that started in early 2015.

Thailand / GDP

Narrower Current Account Surplus a Plus

March 21, 2017
Narrower Current Account Surplus a Plus

We expect Thailand’s current account surplus to narrow to 7.2% and 6.5% of GDP in 2017 and 2018 from 11.4% in 2016. A narrowing of the surplus should be seen as a positive sign.

Singapore / GDP

Ensuring Fiscal Sustainability

March 20, 2017
Ensuring Fiscal Sustainability

Singapore’s budget, announced last month, left many feeling it lacked the punch of previous years. But we think Budget 2017 is bigger than at first glance.

China / Real Estate

More Tightening Policies Rolled Out

March 21, 2017
More Tightening Policies Rolled Out

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
Policies, Demand Underpin Profitability

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

China / Real Estate

Tightening Policies Spread

March 21, 2017
Tightening Policies Spread

We think that the valuations in China’s real estate sector has become excessive, given the likelihood that more tightening measures will be implemented.

Global / Equities

Weekly Global ETF Commentary

March 27, 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

March 21, 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

March 13, 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.

Economics Daily

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India / Rates

New Liquidity Absorption Tool Under Review

March 27, 2017
New Liquidity Absorption Tool Under Review

We may see the Reserve Bank of India adopt a new standing deposit facility, allowing it to intervene in both directions when needed, to achieve the operating interest rate target.

Thailand / Rates

Little Room to Tinker

March 27, 2017
Little Room to Tinker

The risks of keeping interest rates too low for too long make it unlikely that we are going to see another Bank of Thailand rate cut anytime soon.

Singapore / GDP

Factory Output Within Expectations

March 27, 2017
Factory Output Within Expectations

Singapore’s industrial production lived up to expectations. The headline number expanded 12.6% year-on-year, compared to DBS’ forecast of 12% and consensus’ 10%.

US / GDP

Under the Hood

March 27, 2017
Under the Hood

The biggest thing about US 2016 fourth quarter GDP growth wasn’t the mediocre headline, it was the hefty domestic demand growth under the hood.

Europe / Inflation

March Inflation Under Watch

March 27, 2017
March Inflation Under Watch

After steadily rising over the past nine months, headline inflation in the Eurozone is likely to ease a notch in March.

Global / Currencies

Is the USD on a Slippery Slope?

March 27, 2017
Is the USD on a Slippery Slope?

The DXY (USD) Index extended its fall on Monday morning on Trump policy disappointment. But we believe there is a limit on how much the USD can fall.

Market Movers

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Global / Currencies

US Dollar Retreats

March 13, 2017
US Dollar Retreats

The dollar slumps after Feb employment data, ahead of the Fed meeting

Developed Markets / Equities

Global Equities End Mixed

March 13, 2017
Global Equities End Mixed

US stocks snap their longest streak of weekly gains in more than a year, despite rising on Friday; Japanese equities surge

Asia / Equities

Disparity in Asian Markets

March 13, 2017
Disparity in Asian Markets

Investors brace for widely-expected US rate hike

Global / Insights

Risk Assets Push Higher amid “Dovish” Fed

March 20, 2017
Risk Assets Push Higher amid “Dovish” Fed

But looser financial conditions may force the Federal Reserve to normalise monetary policy quicker

Global / Insights

The Era of Rising Rates has Arrived

March 13, 2017
The Era of Rising Rates has Arrived

Investors' focus has shifted from "will the Fed hike rates" to "how fast will the rate hiking cycle be"

Global / Insights

No Policy Specifics? No Problem

March 07, 2017
No Policy Specifics? No Problem

The market swiftly turns its attention to March's FOMC meeting

Global / FX Chartist's Diary

USD/JPY: Health Care Vote Failure Posts Challenges

March 27, 2017
USD/JPY: Health Care Vote Failure Posts Challenges

The dollar-yen pair must hold the key level to reopen the upside.

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 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

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.

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.