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

Indonesia / GDP

Indonesia and the ‘Trump’ Factor ...

November 30, 2016

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, ...

Key summary points
  • The key risk to Asia’s economic prospects in 2017 is not protectionism
  • It is the impact of market volatility caused by inflation in the US
  • Impact of US President-Elect Donald Trump’s policies may not be observable in the next 1-2 years
  • Long-term growth of Indonesia – and Southeast Asia – is on track
  • Economic and political reforms currently planned and in place must be sustained

Read more reports

There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Real Estate

Watch Out For Overseas Investments

November 30, 2016
China

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
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

Sunshine After the Rain...

December 01, 2016

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.

Key summary points
  • Adding Nameson, Goldwind, and Unicom to our top picks to replace Tencent, Hongqiao, and CTCM
  • Earnings growth recovery to be a key theme for 2017
  • Oil, gaming, non-bank financials, HK retail, and China telecom operators are key sectors to watch
  • Other investment themes: Fed rate hike hedges, Shenzhen Connect/A-share recovery beneficiaries

Read more reports

There were no dcr path found

Discover All

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