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

India / Rates

Monetary Policy on Cruise Control...

March 27, 2017

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.

Key summary points
  • The RBI surprised with a shift to a neutral stance in Feb. Rates will be steady at April’s review
  • WPI surged past CPI inflation for the first time in early 2017
  • Composition of the inflation baskets explain the divergence, with the lift primarily supply-driven
  • While tradables remain beholden to the global environment, food inflation is more important
  • Excess liquidity also needs to be addressed, with implications for inflation and FX intervention

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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

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There were no dcr path found

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