Insights and Analysis

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US / Inflation

Pop Goes the Headline

January 18, 2017
Pop Goes the Headline

With inflation likely to have risen to 2.1% in December – above the Federal Reserve’s target – the central bank has its work cut out for it and will need to raise rates sooner and faster than most th...

Global / GDP

On the Upswing

January 17, 2017
On the Upswing

While almost all indicators are suggesting that the global economy is finally on the upswing, this stronger growth may not last. That said, things are not as bad as they look.

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.

China / Real Estate

Sales Momentum Remains Weak

January 17, 2017
Sales Momentum Remains Weak

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

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.

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 / Inflation

Rising Inflation Limits Room to Ease

January 18, 2017
Rising Inflation Limits Room to Ease

Malaysia’s consumer price index inflation likely hit 2% in December 2016, and is expected to stay above the 2% mark this year. The central bank may have missed the opportunity to ease further.

Singapore / GDP

Robust Export Expansion Continues

January 18, 2017
Robust Export Expansion Continues

Singapore saw another month of robust export growth in December 2016. A pullback may be on the cards as the Lunar New Year approaches, but the effect will be transient.

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.

US / Inflation

Above-Target Inflation

January 18, 2017
Above-Target Inflation

US core consumer price index inflation has been above the central bank’s target for more than a year; and now it’s time for the headline figure to follow suit.

Europe / GDP

Eurozone Current Account Surplus Widens

January 18, 2017
Eurozone Current Account Surplus Widens

A stable external sector is providing inherent support to the euro. Looking ahead, cyclical signs suggest a pick-up in global demand is underway, which should benefit Eurozone exports this year.

Europe / Rates

Steepening Pressures to Persist

January 18, 2017
Steepening Pressures to Persist

The recent surge in US dollar interest rates has been the key driver for the steepening pressures in the euro interest rates space.

Market Movers

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Global / Currencies

USD Slumps on Trump Remarks

January 18, 2017
USD Slumps on Trump Remarks

Dollar experiences biggest single-day loss since July

Asia / Equities

Asian Markets Stabilise

January 18, 2017
Asian Markets Stabilise

Chinese stocks settle after five-day losing streak

Developed Markets / Equities

Wall St Finishes Lower

January 18, 2017
Wall St Finishes Lower

US stocks retreat, while European shares pare losses

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.