Insights and Analysis

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China / Rates

China Proceeds Cautiously on Tightening

February 20, 2017
China Proceeds Cautiously on Tightening

We think that significantly higher funding costs could complicate the deleveraging that the Chinese government wants; the Peoples’ Bank of China is therefore likely to proceed cautiously in raising r...

Singapore / GDP

Upgrading Singapore’s GDP Forecast

February 20, 2017
Upgrading Singapore’s GDP Forecast

Although the rebound has been uneven, the strength should spill over to the rest of Singapore’s economy; we are upgrading our GDP growth for 2017 to 2.8% from 1.3%.

Taiwan / GDP

Trump’s Policies and Taiwan

February 14, 2017
Trump’s Policies and Taiwan

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

Global / Oil and Gas

Saudi Arabia: No Need to Extend OPEC Deal

February 20, 2017
Saudi Arabia: No Need to Extend OPEC Deal

Our weekly analysis of key developments from the oil and gas sector to aid readers in extracting value from the news flow.

China / Health Care

Inflection Point Emerging

February 16, 2017
Inflection Point Emerging

We think that now might be a good time to revisit Chinese drug suppliers as the sector’s sales growth could rebound later this year.

China / Real Estate

Results Preview: Don’t Expect Too Much

February 16, 2017
Results Preview: Don’t Expect Too Much

We think that most developers are likely to underperform market estimates for their FY2016 earnings, except for Sino-Ocean and Yanlord.

Global / Equities

Weekly Global ETF Commentary

February 20, 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

Weekly Global ETF Commentary

February 13, 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.

Hong Kong / Equities

Potential Two Baggers

February 10, 2017
Potential Two Baggers

Small caps have lagged the Hang Seng Index by 17% since the start of 2016. We expect this to reverse in 2017. Find out why and our stocks picks in this space.

Economics Daily

  • Asia
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Singapore / GDP

Singapore Opts for a Balanced Budget

February 21, 2017
Singapore Opts for a Balanced Budget

Singapore’s budget for 2017 contains measures to address immediate concerns for some segments of the economy, as well as policies that facilitate medium-term economic transformation.

Thailand / GDP

Lack of Support

February 21, 2017
Lack of Support

We see greater downside risks to our 2017 GDP growth forecast for Thailand on the back of the economy’s 2016 fourth quarter GDP report.

India / GDP

Watching Global Vulnerability

February 21, 2017
Watching Global Vulnerability

India’s improving current account funding mix has lowered the economy’s vulnerability to global headwinds. But developments in the US warrant close attention.

Global / Currencies

Staying Put

February 21, 2017
Staying Put

Currencies are not doing much ahead of Wednesday’s Federal Open Market Committee minutes. In order for the US dollar to appreciate again, it needs buy-in from the interest rate markets.

US / GDP

Housing Punching Well Above its Weight

February 21, 2017
Housing Punching Well Above its Weight

At some point, higher interest rates and slower population growth must bring US housing growth back down in line with 1.9% GDP growth. But that’s another story for another day.

US / Currencies

Tug of War

February 20, 2017
Tug of War

The greenback is caught between two sets of forces, which has limited its rise. But US dollar bulls are hanging on, watching out for a Fed rate hike in March and Trump’s tax cut plans.

Market Movers

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Developed Markets / Equities

Wall Street Higher

February 20, 2017
Wall Street Higher

US stocks rise for the fourth consecutive week

Asia / Equities

Asian Markets Down

February 20, 2017
Asian Markets Down

Regional bourses pare weekly advance

Global / Currencies

US Dollar Rebounds

February 20, 2017
US Dollar Rebounds

The greenback reverses from two days of losses on Friday

Global / Insights

US Reflationary Trade Stays in Play

February 20, 2017
US Reflationary Trade Stays in Play

Investors focus on US economic/earnings rebound

Global / Insights

Market Optimism Drives US Equities Higher

February 13, 2017
Market Optimism Drives US Equities Higher

Trump administration's "phenomenal" tax announcement power markets

Global / Insights

US Policy Uncertainties Dominate Sentiments

February 06, 2017
US Policy Uncertainties Dominate Sentiments

As initial enthusiasm over the "Trump Trade" subsides, investors look at latest policy developments

Global / Outlook

1Q-2017: All Change - Trump Triggers Inflections

December 23, 2016
1Q-2017: All Change - Trump Triggers Inflections

Donald Trump is the latest disruption to already disrupted markets. DBS Chief Investment Officer Lim Say Boon discusses the implications on risk asset markets

Global / Clear Call

A Nervous New World (Part 2)

November 09, 2016
A Nervous New World (Part 2)

The Republican Party could win both the House and the Senate, giving Trump the power to act Obama didn't have

Global / Clear Call

A Nervous New World (Part 1)

November 09, 2016
A Nervous New World (Part 1)

Here's what President Donald Trump means for global economies and markets

Featured Publications

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...

China / Technology

The Rise of FinTech in China

December 12, 2016
The Rise of FinTech in China

While London, New York and Silicon Valley, compete to position themselves as the world's 'FinTech hub', China has leapfrogged ahead to become the undoubted centre of global FinTech i...