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.

Economics

Taiwan / GDP

Trump’s Policies and Taiwan...

February 14, 2017

We discuss the implications of US President Donald Trump’s policies for Taiwan in four major topics – trade, investment, government policies, and financial markets.

Key summary points
  • Trump’s policies could have far-reaching implications for Taiwan’s trade and investment
  • His policies could also affect Taiwan’s government policies and financial markets
  • The US-Taiwan manufacturing cost gap will further narrow if Trump pushes through tax cuts
  • Taiwanese firms may send investment towards Southeast/South Asia, in the event of US-China tensions

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Health Care

Inflection Point Emerging

February 16, 2017
China

We think that now might be a good time to revisit Chinese drug suppliers as the sector’s sales growth could rebound later this year.

China / Real Estate

Results Preview: Don’t Expect Too Much

February 16, 2017
China

We think that most developers are likely to underperform market estimates for their FY2016 earnings, except for Sino-Ocean and Yanlord.

Equity Strategies

Global / Equities

Weekly Global ETF Commentary...

February 13, 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
  • After three weeks in office, US President Donald Trump is learning about the way Washington, DC work
  • US-listed ETFs continued to garner net new assets the past week
  • Asia-Pacific-focused ETFs listed in the US posted modest net inflows

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There were no dcr path found

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