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Europe / Rates

The European Central Bank is not ready to hike rates

May 23, 2017
The European Central Bank is not ready to hike rates

The ECB is unlikely to tighten monetary policy quickly; inflation – as well as memories of premature hikes in 2008 and 2011 – will stay their hand.

China / GDP

A reality check for China

May 16, 2017
A reality check for China

While China’s economy is not about to fall off a cliff, measures such as income growth per capita and industrial production are slowing – a result of deleveraging. Careful management of the deleverag...

India / Rates

Is a rate cut in the offing?

May 16, 2017
Is a rate cut in the offing?

The recent path that inflation is taking is at odds with the Reserve Bank of India’s cautious policy stance.

Indonesia / Financials

Indonesian multi-finance companies: Bridging gaps with the ...

May 25, 2017
Indonesian multi-finance companies: Bridging gaps with the underbanked

The opportunity to reach out to Indonesia’s vast unbanked population may lie with the country’s multi-finance companies; we take a look at the key players, the potential for growth, and what lies ahe...

China / Real Estate

China further regulates the sale of property

May 23, 2017
China further regulates the sale of property

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.

Hong Kong / Real Estate

No substantial impact likely from tighter lending rules

May 22, 2017
No substantial impact likely from tighter lending rules

With solid demand from local end-users, any near-term impact of tightened lending rules on the market should not be substantial. We do not expect any meaningful market correction in the coming few mo...

Global / Equities

Weekly Global ETF Commentary

May 22, 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

International markets preferred by investors

May 11, 2017
International markets preferred by investors

Despite jitters over oil, China, and Trump, global equities made gains in April. In the ETF space, international fixed income showed the largest percentage increase, thanks to cheaper valuations.

Global / Equities

Weekly Global ETF Commentary

May 08, 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.

Equities to Watch

In-depth Analyses

In-depth and latest analyses on individual company stocks across Hong Kong and Singapore markets and key industry sectors.

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DBS View

Securities Outlook

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DBS View

Market Commentary

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Economics Daily

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China / GDP

China’s foreign policy will drive economic policy

May 25, 2017
China’s foreign policy will drive economic policy

China’s “One Belt, One Road” initiative is exemplary of the country’s integration of foreign policy with economic policy – and the stronger political impetus of the former will impact the latter.

Singapore / GDP

Structural challenges continue to weigh on Singapore’s grow...

May 25, 2017
Structural challenges continue to weigh on Singapore’s growth

Singapore’s 1Q17 GDP figures saw a smaller-than-expected upward revision. The economic turnaround has been uneven and restricted to just a few externally driven clusters.

Japan / Inflation

Japan’s core-core inflation likely to remain close to zero ...

May 25, 2017
Japan’s core-core inflation likely to remain close to zero in April

We expect core-core CPI to rise only slightly in the coming quarters and as such, see weak inflation continuing to pose challenges to the Bank of Japan’s monetary policy.

US / Rates

A gradual approach to shrinking Fed balance sheet to reduce...

May 25, 2017
A gradual approach to shrinking Fed balance sheet to reduce tantrum risk

And we are of the view that shrinking the balance sheet should not have much impact on USD interest rates for quite some time.

US / GDP

We’re still waiting for a more credible US budget plan

May 25, 2017
We’re still waiting for a more credible US budget plan

We have yet to factor any Trump stimulus into our outlook for the US economy. Until a more credible budget plan is seen, we’re inclined to keep things that way.

Global / Currencies

ECB rhetoric is still ruling trade in the dollar and the EU

May 25, 2017
ECB rhetoric is still ruling trade in the dollar and the EUR

The market remains obsessed with a change in the ECB’s language at its next governing council meeting on 8 June, in particular, its guidance on its exit strategy from its ultra-loose monetary policy.

Market Movers

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Developed Markets / Equities

US stocks push toward all-time highs

May 24, 2017
US stocks push toward all-time highs

Bank shares lead advances amid gains in 10-year Treasury note

Asia / Equities

Asian equities extend gains

May 24, 2017
Asian equities extend gains

But China ends mixed as concerns over tightening policies linger

Global / Currencies

The dollar climbs

May 24, 2017
The dollar climbs

Investors await fresh drivers ahead of FOMC meeting

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Be Alert, Not Alarmed over Geopolitical Risks

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

Global / Insights

This Time, Geopolitics Matter to Markets

April 10, 2017
This Time, Geopolitics Matter to Markets

Any escalation of US-Russia tensions will likely give equities markets the "new driver" they were looking for - to trade lower

Global / Insights

Trump's Popularity Slumps, Stocks Drift

April 03, 2017
Trump's Popularity Slumps, Stocks Drift

Brace for more sideways drift to lower asset prices in coming weeks

Global / Equities

The markets needed a correction; they will get it

May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Global / Equities

Have global equities hit stall speed?

May 12, 2017
Have global equities hit stall speed?

DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.

Global / Equities

The NEXT 100 days of the Donald, Part 2

May 08, 2017
The NEXT 100 days of the Donald, Part 2

DBS Chief Investment Officer Lim Say Boon discusses how global equities will fare outside the US

Featured Publications

Indonesia / Financials

Indonesian multi-finance companies: Bridging gaps with the ...

May 25, 2017
Indonesian multi-finance companies: Bridging gaps with the underbanked

The opportunity to reach out to Indonesia’s vast unbanked population may lie with the country’s multi-finance companies; we take a look at the key players, the potential for growth, and what lies ahe...

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.