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

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

Read more reports

There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

Indonesia / Financials

Indonesian multi-finance companies: Bridging gaps with the ...

May 25, 2017
Indonesia

The opportunity to reach out to Indonesia’s vast unbanked population may lie with the country’s multi-finance companies; we take a look at the key players, the potential for growth, and what lies ahe...

China / Real Estate

China further regulates the sale of property

May 23, 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

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

Read more reports

There were no dcr path found

Discover All

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities