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.

Economics

Taiwan / GDP

Trump’s Policies and Taiwan, Revisited...

April 20, 2017

We discuss the implications of US President Donald Trump’s policies for Taiwan in four major topics – trade, investment, government policies, and financial markets.

Key summary points
  • Earlier excitement about Trump’s policies has started to wane; the tax reform has been delayed
  • The tariff/currency threats with respect to China are gone too
  • The easing of extreme protectionist policies from the US bodes well for Taiwan’s exports and growth
  • The US-Taiwan manufacturing cost gap will further narrow if Trump pushes through tax cuts
  • Volatility in financial markets remains high as investors adjust expectations about Trump’s policies

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DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Real Estate

Slowing Sales Volume Growth

April 18, 2017
China

In China, the volume of residential gross floor area (GFA) sold in 3M17 is moderating, yet GFA of new starts accelerated – which may lead to an inventory build-up if sales slow in 2H17.

China / Real Estate

Selling Prices Trend Down

April 18, 2017
China

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.

Equity Strategies

Global / Equities

Weekly Global ETF Commentary...

April 17, 2017

Our weekly analysis of exchange-traded funds and flows around the globe. Follow us as we follow the money.

Key summary points
  • The holiday-shortened week was dominated by mounting global geopolitics and weaker economic data
  • China probably has come to realise that its interest aligns with the US when it comes to North Korea
  • US-listed ETFs recorded weekly net inflows of US$6,223.57 million
  • This brings the year-to-date inflows to US$140.99 billion
  • Asia-Pacific focused ETFs listed in the US posted US$222.86 million weekly net inflows.

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There were no dcr path found

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