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.

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Call Us: (852) 2290 8822

Economics

Europe / Rates

The European Central Bank is not ready to hike rates...

May 23, 2017

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.

Key summary points
  • Some of the risks clouding the Eurozone have cleared
  • Steady growth and receding fears of a currency break-up have fuelled expectations of ECB tightening
  • Inflation will be the key driver of policy action; we are not there yet
  • Memories of premature hikes in 2008 and 2011 will stay their hand
  • Markets need to differentiate between rate hikes and tapering; the ECB will focus on the latter

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

Hong Kong / Real Estate

Are tighter mortgage lending rules effective?

May 29, 2017
Hong Kong

Overall, successive cooling measures and spiralling home prices have led to a further deterioration of fundamentals in the residential market, whose current cycle is on its last legs. We expect the r...

China / Real Estate

Developers expect a tougher second half

May 26, 2017
China

Some property developers believe the current tightening is necessary to maintain a stable market. As the impact on the physical market is still not apparent, the government may enhance its policies f...

Equity Strategies

Hong Kong / Equities

Pulse of Asia: Eye on Hong Kong companies...

May 25, 2017

We hosted 19 companies on the first day of our Pulse of Asia conference in Hong Kong, providing investors a chance to interact with the companies’ management. Read on to find out more.

Key summary points
  • Investors are interested in gauging sales performance of consumer companies and their e-strategies
  • For oil and commodities, the focus is on government policy and cost trend
  • For China property sector, divergent views on policies but consensus view on market slowing in 2H17

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There were no dcr path found

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