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India / GDP

Fiscal Discipline to Remain Priority

January 12, 2017
Fiscal Discipline to Remain Priority

India’s government is expected to adhere to its fiscal roadmap as it tables its 2017/18 budget next month, despite the drag on growth arising from the demonetisation initiative.

Indonesia / GDP

Impact of a Trump Tenure

January 03, 2017
Impact of a Trump Tenure

While Donald Trump’s “America First” policy means that the world’s largest economy would start turning inward – potentially damaging global trade – he believed his election, along with the UK’s decis...

Global / GDP

2017 Global Macro Outlook

December 15, 2016
2017 Global Macro Outlook

Chief Economist David Carbon looks at 3 big questions for 2017: How much will interest rates rise? How fast will the US grow? How much will Asia suffer?

Global / Oil and Gas

Saudi Arabia Cuts More Than Expected

January 17, 2017
Saudi Arabia Cuts More Than Expected

Our weekly analysis of key developments from the oil and gas sector to aid readers in extracting value from the news flow.

China / Energy

Normalisation of Solar Power Begins

January 16, 2017
Normalisation of Solar Power Begins

With the continuous cut in feed-in tariffs for solar power, the normalisation of the industry in China is on track. But we think that the market has over-penalised the solar-glass industry.

China / Industrials

China Slowdown to Drag on Containerboards

January 13, 2017
China Slowdown to Drag on Containerboards

China’s containerboard manufacturers may continue to see some upside in net profit per tonne, but we believe growth will be much slower this year.

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.

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

Chinese only

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DBS View

Market Commentary

Chinese only

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Economics Daily

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Malaysia / Rates

Malaysian Bond Yields Consolidating

January 17, 2017
Malaysian Bond Yields Consolidating

Malaysian Government Securities yields are consolidating after the sharp selloff late last year. Longer-term MGSs are susceptible to a likely further increase in US Treasury yields.

Indonesia / GDP

Loan Growth to Pick Up This Year

January 17, 2017
Loan Growth to Pick Up This Year

Loan growth in Indonesia is likely to come in around 11-12% this year, low when compared to the historical trend. Nonetheless, it still suggests a modest pick-up in the domestic economy.

India / Inflation

Inflation Gauges Converge

January 17, 2017
Inflation Gauges Converge

India’s wholesale price index ticked up to 3.4% on-year in December 2016, to converge with the easing consumer price index.

Global / GDP

Positive on Global Outlook

January 17, 2017
Positive on Global Outlook

Expectations have been high for above-potential growth in the US this year, but it’s not just the US that is shaping up.

Europe / Currencies

Getting Pounded

January 17, 2017
Getting Pounded

British pound bears are betting the British Prime Minister will be unequivocally clear when she lays out her “hard Brexit” plan on Tuesday, sending the currency towards US$1.20.

Global / Rates

Global Short-Term Rates Rising

January 16, 2017
Global Short-Term Rates Rising

Short-term swap rates across the globe are generally pointing toward tighter monetary policy over the coming three years.

Market Movers

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Global / Currencies

Pound Down 1.11%

January 17, 2017
Pound Down 1.11%

The pound slumps amid Brexit fears, gold rallies

Developed Markets / Equities

European Shares Slide

January 17, 2017
European Shares Slide

Investors await Theresa May's Brexit speech with caution

Asia / Equities

Asian Stocks Mostly Lower

January 17, 2017
Asian Stocks Mostly Lower

Shares tumble amid Brexit fears; only Korea bucks trend

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.