Insights and Analysis

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Taiwan / GDP

Taiwan: Growth outlook lowered on higher trade tensions

September 18, 2018
Taiwan: Growth outlook lowered on higher trade tensions

America has imposed tariffs on an additional USD200bn of Chinese exports to its shores, on top of the USD50bn imposed in July-August. The ripple effect of the expanded tariff list, while larger, will...

Global / Economics & Strategy

Research Library

September 18, 2018
Research Library

Economics and Macro Strategy

Asia / GDP

Notes from Shenzhen: Rerouting and restructuring

September 14, 2018
Notes from Shenzhen: Rerouting and restructuring

We have come back from Shenzhen somewhat comforted by China’s electronics manufacturers’ industry-leading capabilities and astute management skills.

Singapore / Real Estate

SG Property: New launches to pick up after hungry ghost mon...

September 17, 2018
SG Property: New launches to pick up after hungry ghost month

We visited two new property previews, Mayfair Gardens and Jui Residences, during the weekend. Both previews had very different themes and a sizeable crowd at each one.

China / Real Estate

China REIT: To support securitisation of SOE assets for del...

September 14, 2018
China REIT: To support securitisation of SOE assets for deleverage

SOE landlords to benefit: CR Land (1109.HK), Yuexiu Property (123.HK), Joy City (207.HK), and COLI (688.HK).

Asia / Basic Materials

Steel: Prices set to fall as China eases winter production ...

September 12, 2018
Steel: Prices set to fall as China eases winter production cuts

China is considering allowing its northern provinces to individually decide on heavy industry output cuts to rein in emissions during the winter, ditching an earlier plan for blanket cuts.

Global / Equities

Weekly Global ETF Commentary

September 17, 2018
Weekly Global ETF Commentary

US-listed ETFs had inflows of $4.2 billion with equities at $535.4 million and fixed income at $3.3 billion.

Global / Equities

Weekly Global ETF Commentary

September 10, 2018
Weekly Global ETF Commentary

Inflows into US listed ETFs drew in $3.2 billion, down from $9.8 billion of the previous week. All global stock market ETF indices slumped during the week as well.

Global / Equities

Weekly Global ETF Commentary

September 03, 2018
Weekly Global ETF Commentary

All global stock market indices gained during the week on a US trade Mexico trade deal.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Hong Kong / Rates

Hong Kong chart book - Get ready for rate hike

September 12, 2018
Hong Kong chart book - Get ready for rate hike

Local interest rates are set to rocket amid HKMA’s interventions.

China / Rates

China chart book - CNY has stabilised, for now

September 11, 2018
China chart book - CNY has stabilised, for now

CNY exchange rate stabilised for now, thanks to the reintroduction of countercyclical factor and reserve requirement on FX forward transaction.

South Korea / Rates

South Korea chart book – Pre-emptively dovish

September 05, 2018
South Korea chart book – Pre-emptively dovish

We no longer expect any rate hike from the Bank of Korea within this year.

Global / FX

Macro Strategy

September 18, 2018
Macro Strategy

Trade war turns ugly for Asian currencies; more bearish flattening in the Indian yield curve

Global / GDP

Chart of the Week: US inflation on a mild uptrend

September 17, 2018
Chart of the Week: US inflation on a mild uptrend

Labour market continues to tighten and wages are picking up, which ought to push up inflation.

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Market Movers

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  • Daily Digest
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Global / Currencies

Turkish lira falls amid thin liquidity

September 18, 2018
Turkish lira falls amid thin liquidity

Pound bulls are lining up to bet on sterling against the euro

Developed Markets / Equities

Trump slaps tariffs on USD200b in Chinese goods

September 18, 2018
Trump slaps tariffs on USD200b in Chinese goods

A 10% levy begins next week, with the rate to more than double in 2019

Asia / Equities

China stocks at four-year low

September 18, 2018
China stocks at four-year low

Hong Kong hit by typhoon and Trump

US / CIO Insights

A decade after Lehman

September 04, 2018
A decade after Lehman

Unlike during the Lehman Crisis, banks have stepped up capital buffers. Since then, the US economy has improved

US / CIO Insights

Shifting stars and a flattening Philips curve

August 27, 2018
Shifting stars and a flattening Philips curve

We expect the robust momentum in US equities to persist

US / CIO Insights

CIO Insight

August 08, 2018
CIO Insight

Are US equities a crowded trade?

Featured Publications

Global / Oil and Gas

2030 Energy Mix: Marching Towards A Cleaner Future

August 20, 2018
2030 Energy Mix: Marching Towards A Cleaner Future

We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.

Global / Equities

DBS Asian Insights Conference 2018 Jubilee Edition

August 16, 2018
DBS Asian Insights Conference 2018 Jubilee Edition

Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.

Asia / Technology

Internet of Things: The Pillar of Artificial Intelligence

June 25, 2018
Internet of Things: The Pillar of Artificial Intelligence

Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.