Japan has already embarked on modest fiscal easing. There is room to do more over the next couple of years.
Economics and Macro Strategy
With monetary policy exhausted, a modest fiscal tilt becomes inevitable.
Infrastructure investment set to be key tool for economic stimulus for China’s economy in 2020.
Decent upside expected from China’s property sector on the back of widely anticipated easing policy and good annual results from developers in 2019.
What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.
Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.
Regional equities should carve out a better year ahead as US-China trade tensions ease, monetary policies stay accommodative and focus turns to fiscal support.
Partial trade deal between US and China, coupled with buzzling activity on the HK Stock Exchange, rekindles risk appetite for investors.
This week’s market developments were typical of a budding pandemic scare.
While a large part of US energy is still coming from petroleum, the role of highly polluting coal has diminished over the years.
Real GDP growth stabilized at 6.0% in 4Q19 and brought full-year growth to 6.1% in 2019.
ECB starts year-long strategic review. US curve could swing back to steepening.
PBOC's policy stance will likely stay supportive to fulfil policy and growth targets. BNM cut could be seen as an insurance cut.
We look at how the markets react through the SARS episode. We expect limited impact from HK’s credit rating downgrade.
Many countries hit by the Euro Area debt crisis find it hard to recover
The franc is at a three-year high vs the euro
Investors offload stocks on concern a deadly virus will worsen over the week-long trading break
The investment portfolio that tracks the DBS CIO Barbell Strategy has appreciated 7.1% since its launch on 28 August 2019.
As central banks return to monetary easing, we expect risk assets to be supported.
Stay pro-risk and stick to “quality” stocks; our “Quality Play” theme has registered strong outperformance since our initiation.
Our analysts took a deep dive exploring the F&B business environment in Singapore, and examined how businesses can thrive in this lucrative, yet ever changing landscape.
Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.
Vietnam has found itself in a sweet spot as the prime beneficiary of the US-China Trade War, so much so that its economy is set to be bigger than that of Singapore’s within a decade.