Insights and Analysis

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Europe / Rates

The European Central Bank is not ready to hike rates

May 23, 2017
The European Central Bank is not ready to hike rates

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.

China / GDP

A reality check for China

May 16, 2017
A reality check for China

While China’s economy is not about to fall off a cliff, measures such as income growth per capita and industrial production are slowing – a result of deleveraging. Careful management of the deleverag...

India / Rates

Is a rate cut in the offing?

May 16, 2017
Is a rate cut in the offing?

The recent path that inflation is taking is at odds with the Reserve Bank of India’s cautious policy stance.

China / Real Estate

Developers expect a tougher second half

May 26, 2017
Developers expect a tougher second half

Some property developers believe the current tightening is necessary to maintain a stable market. As the impact on the physical market is still not apparent, the government may enhance its policies f...

Indonesia / Financials

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

May 25, 2017
Indonesian multi-finance companies: Bridging gaps with the underbanked

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 further regulates the sale of property

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.

Hong Kong / Equities

Pulse of Asia: Eye on Hong Kong companies

May 25, 2017
Pulse of Asia: Eye on Hong Kong companies

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.

Global / Equities

Weekly Global ETF Commentary

May 22, 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

International markets preferred by investors

May 11, 2017
International markets preferred by investors

Despite jitters over oil, China, and Trump, global equities made gains in April. In the ETF space, international fixed income showed the largest percentage increase, thanks to cheaper valuations.

Economics Daily

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Japan / GDP

Factory output is likely to suggest steady growth in 2Q

May 29, 2017
Factory output is likely to suggest steady growth in 2Q

This should help confirm that the exports-driven recovery remains well on track in 2Q, thanks to the improvement in global demand, upswing in the electronics sector, and receding protectionism risks.

Thailand / Inflation

Persistently low core inflation print reflects weak demand

May 29, 2017
Persistently low core inflation print reflects weak demand

Only a marked improvement in private consumption and / or investment growth will be able to push core inflation above 1% in the medium term.

India / GDP

India’s rebased GDP numbers will point to a more positive g...

May 29, 2017
India’s rebased GDP numbers will point to a more positive growth path

Rebased and revised industrial production and wholesale price index inflation figures are set to lift India’s annual growth for the past two years.

Europe / Inflation

Eurozone’s May inflation in focus

May 29, 2017
Eurozone’s May inflation in focus

Eurozone’s May inflation, due mid-week, is likely to deflate expectations that the European Central Bank would lay the ground for an exit strategy at next month’s policy review.

Global / Rates

US Treasury yields are stuck in a range

May 29, 2017
US Treasury yields are stuck in a range

USD interest rates are settling into a range as the market comes to terms with the fact that Donald Trump’s ability to deliver on stimuli may be limited.

US / GDP

US jobless claims are “twice as low” as they were 44 years ...

May 29, 2017
US jobless claims are “twice as low” as they were 44 years ago

Another new low for US jobless claims, as employers try to fill six million vacancies and the supply of qualified workers grows thinner by the month.

Market Movers

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Developed Markets / Equities

US stocks push toward all-time highs

May 24, 2017
US stocks push toward all-time highs

Bank shares lead advances amid gains in 10-year Treasury note

Asia / Equities

Asian equities extend gains

May 24, 2017
Asian equities extend gains

But China ends mixed as concerns over tightening policies linger

Global / Currencies

The dollar climbs

May 24, 2017
The dollar climbs

Investors await fresh drivers ahead of FOMC meeting

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Be Alert, Not Alarmed over Geopolitical Risks

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

Global / Insights

This Time, Geopolitics Matter to Markets

April 10, 2017
This Time, Geopolitics Matter to Markets

Any escalation of US-Russia tensions will likely give equities markets the "new driver" they were looking for - to trade lower

Global / Insights

Trump's Popularity Slumps, Stocks Drift

April 03, 2017
Trump's Popularity Slumps, Stocks Drift

Brace for more sideways drift to lower asset prices in coming weeks

Global / Equities

The markets needed a correction; they will get it

May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Global / Equities

Have global equities hit stall speed?

May 12, 2017
Have global equities hit stall speed?

DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.

Global / Equities

The NEXT 100 days of the Donald, Part 2

May 08, 2017
The NEXT 100 days of the Donald, Part 2

DBS Chief Investment Officer Lim Say Boon discusses how global equities will fare outside the US

Featured Publications

Indonesia / Financials

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

May 25, 2017
Indonesian multi-finance companies: Bridging gaps with the underbanked

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...

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.