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Indonesia / GDP

Indonesia and the ‘Trump’ Factor

November 30, 2016
Indonesia and the ‘Trump’ Factor

While markets in Asia have been grappling with the uncertainty of the Donald Trump’s administration on the region, Gundy Cahyadi, DBS’ economist covering Indonesia, Southeast Asia’s largest economy, ...

China / GDP

Where’s China Headed?

November 22, 2016
Where’s China Headed?

In this special report on China’s 13th Five-Year Plan, we take a deep dive into the most significant aspects of the overarching policy document and examine its implications for business.

Europe / Rates

ECB Challenged by Higher Bond Yields

November 16, 2016
ECB Challenged by Higher Bond Yields

Rising US bond yields and reflation expectations have put the European Central Bank (ECB) in a bind. But we expect the ECB to keep its rhetoric dovish and announce an extension in the QE purchases at...

China / Real Estate

Watch Out For Overseas Investments

November 30, 2016
Watch Out For Overseas Investments

After rapid growth in their home market, Chinese developers are increasingly looking outward for expansion and higher profits; in this special report, we highlight the companies, countries, and segme...

China / Real Estate

Sentiment Weakens Further Amid Measures

November 29, 2016
Sentiment Weakens Further Amid Measures

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.

Global / Oil and Gas

OPEC Production Cut Uncertainty Remains

November 28, 2016
OPEC Production Cut Uncertainty Remains

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

Global / Equities

Weekly Global ETF Commentary

December 05, 2016
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.

Hong Kong / Equities

Sunshine After the Rain

December 01, 2016
Sunshine After the Rain

We believe Hong Kong’s market earnings growth can resume in 2017 after declining about 25% during 2015-2016. We outline our top investments themes going forward.

Global / Equities

Weekly Global ETF Commentary

November 28, 2016
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

Chinese only 

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DBS View

Market Commentary

Chinese only 

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Economics Daily

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Thailand / Inflation

CPI Inflation to Tick Up

December 06, 2016
CPI Inflation to Tick Up

The end of this year’s low oil price distortion should allow Thailand’s transport inflation to continue trending higher in 2017, pulling up consumer price index inflation along the way.

Singapore / Rates

Fed to Push Up Singapore Dollar Interest Rates

December 06, 2016
Fed to Push Up Singapore Dollar Interest Rates

Upward pressure on Singapore dollar interest rates is likely to be more apparent in 2017, when the US Federal Reserve is projected to hike by a total of 100 basis points.

India / GDP

Services PMI Hits New Low

December 06, 2016
Services PMI Hits New Low

India’s services sector purchasing managers’ index has taken a hit on the back of demonetisation. We await the release of hard data to gauge the true extent of the hurt to the economy.

US / GDP

Can Above-Potential Growth Be Sustained?

December 06, 2016
Can Above-Potential Growth Be Sustained?

Strong US data continue to roll in, with the latest strong showing from the service sector Institute of Supply Management index. How long will this hold?

Europe / GDP

Will Impact of Italian Referendum Spread?

December 06, 2016
Will Impact of Italian Referendum Spread?

So far, the impact of the referendum has been isolated to the Italian markets. But if the problems of its stressed banking sector are not addressed, things could change.

Europe / Currencies

Not Fully Convinced About Euro’s Rebound

December 06, 2016
Not Fully Convinced About Euro’s Rebound

The euro’s rebound may not last, as some take the view that the Italian referendum result reveals deepening problems within the European Union.

Market Movers

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Global / Currencies

USD Retreats in Asian Trade

November 15, 2016
USD Retreats in Asian Trade

The DXY index pulls back Tuesday morning in Asia after six sessions of gains

Asia / Equities

Asian Markets Open Lower

November 15, 2016
Asian Markets Open Lower

The ASX and Kospi retreat in early Tuesday trading

Global / Equities

Wall Street Pauses

November 15, 2016
Wall Street Pauses

US equities ended mixed on Monday, with the Dow at record highs

Global / Insights

From “Trump Off” to (Mild) “Risk Off”

December 05, 2016
From “Trump Off” to (Mild) “Risk Off”

While sentiment towards European equities and the euro dampen, underlying drivers of the Trump Trade continue gathering momentum

Global / Insights

Trump Trade Approaches Extremes

November 28, 2016
Trump Trade Approaches Extremes

The Trump Trade - bullish Developed Market equities and US Dollar - is not over, but it is overdone, for now

Global / Insights

Trump Triggers Market Inflections

November 21, 2016
Trump Triggers Market Inflections

America's President-Elect Donald Trump appears to have triggered major inflections in political and economic trends

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

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 / Equities

The Three Risks of Autumn

October 07, 2016
The Three Risks of Autumn

Markets will likely trade nervously in the face of central bank policy uncertainties, seasonal volatility, and the US Presidential election

Featured Publications

China / Real Estate

Watch Out For Overseas Investments

November 30, 2016
Watch Out For Overseas Investments

After rapid growth in their home market, Chinese developers are increasingly looking outward for expansion and higher profits; in this special report, we highlight the companies, countries, and segme...

China / GDP

Where’s China Headed?

November 22, 2016
Where’s China Headed?

In this special report on China’s 13th Five-Year Plan, we take a deep dive into the most significant aspects of the overarching policy document and examine its implications for business.

China / Utilities

Transiting to a Low-Carbon Economy

November 18, 2016
Transiting to a Low-Carbon Economy

China is actively rolling out its renewable energy plan which will bring about abundant growth opportunities for renewable energy plays. We take a dive deep into the sector.