Insights and Analysis

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India / GDP

India: Soft CPI gives RBI room to pause

November 13, 2018
India: Soft CPI gives RBI room to pause

October inflation remained below 4% for the third consecutive month, posting a downside surprise.

Global / Economics & Strategy

Research Library

November 13, 2018
Research Library

Economics and Macro Strategy

China / GDP

Understanding China: Greater Bay Area: A Capital/Labour/Tec...

November 12, 2018
Understanding China: Greater Bay Area: A Capital/Labour/Tech Mega-hub

GBA is backed by the essential capital market, leading universities, and guidance of the state.

Singapore / Real Estate

SG Property: Buyers spoilt for choice

November 07, 2018
SG Property: Buyers spoilt for choice

Three property developments launched for sale will hit the market in November 2018. Depending on further take-up rates, we believe that CDL could start raising prices in the medium term.

Asia / Commodities

ID CPO: Tight Supply to Help Prices

October 31, 2018
ID CPO: Tight Supply to Help Prices

On the back of growing demand but limited structural output expansion potential, we see a long-term upside risk to our forecast for CPO prices.

Singapore / Real Estate

SG Property: The new ‘Bishan’ dream

October 30, 2018
SG Property: The new ‘Bishan’ dream

The long-awaited Woodleigh Residences, finally opened its doors for preview over the weekend, with its targeted official launch date set on 10 November.

Global / Equities

Weekly Global ETF Commentary

November 05, 2018
Weekly Global ETF Commentary

US-listed ETFs had inflow of $6.6 billion last week as US equities received $3.2 billion and fixed income had inflow of $2.6 billion.

Global / Equities

Weekly Global ETF Commentary

October 29, 2018
Weekly Global ETF Commentary

US-listed ETFs had net inflow of $3.7 billion and fixed income ETFs had outflow of $1.5 billion.

Global / Equities

Weekly Global ETF Commentary

October 22, 2018
Weekly Global ETF Commentary

US listed ETFs had outflows of $4.4 billion. Equities had withdrawals of $7.8 billion while fixed income had inflows of $2.4 billion.

Economics Daily

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China / GDP

China chart book - Slowing growth and weakening sentiments

November 13, 2018
China chart book - Slowing growth and weakening sentiments

China’s exports data in October surprised to the upsside, likely reflecting continued shipment frontloading and strong US demand.

Hong Kong / GDP

Hong Kong: Stormy Seas Ahead

October 25, 2018
Hong Kong: Stormy Seas Ahead

In the near-term, Hong Kong’s economic outlook is clouded by the deterioration in Sino-US trade relations. External uncertainties will eventually weaken economic activities.

China / GDP

Weakening growth momentum

October 19, 2018
Weakening growth momentum

China’s 3Q GDP growth moderated to 6.5% from 6.7 in 2Q. Monetary policy will continue to be accommodative going forward.

Global / Rates

Macro Strategy

November 13, 2018
Macro Strategy

Close call on BSP; Sri Lanka feels stress

Global / GDP

Chart of the Week: PMIs show persistent growth divergence

November 12, 2018
Chart of the Week: PMIs show persistent growth divergence

The striking gap between US manufacturing confidence and the rest continues to persist.

Global / GDP

Chart of the Week: Soybean as a proxy for trade war sentime...

November 05, 2018
Chart of the Week: Soybean as a proxy for trade war sentiments

Soybean prices have jumped in the last few days in response to signals from the US that some progress in the trade war is forthcoming.

Market Movers

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  • Daily Digest
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Asia / Equities

Two online game makers fall more than 75% in Hong Kong

November 09, 2018
Two online game makers fall more than 75% in Hong Kong

This is partly due to thin trading volumes, concentrated holdings, and poor corporate governance

Developed Markets / Equities

US stocks fall after midterm election jump

November 09, 2018
US stocks fall after midterm election jump

The Fed leaves interest rates unchanged and confirms course for December hike

Global / Currencies

Venezuela’s new currency brings no stability

November 09, 2018
Venezuela’s new currency brings no stability

The same old crazy hyperinflation is coming back faster than expected

Global / Perspectives

Why this is not a bear market despite a brutal October

November 02, 2018
Why this is not a bear market despite a brutal October

October’s equity selloff does not mark the start of a bear market.

Global / Perspectives

Stay with current asset allocation strategy

October 25, 2018
Stay with current asset allocation strategy

This selloff is about sentiment, not fundamentals.

Global / Perspectives

US, China stocks offer value after pullback

October 15, 2018
US, China stocks offer value after pullback

China: Where opportunity lies

Featured Publications

Asia / Basic Materials

DBS Asian Insights SparX: Copper

October 08, 2018
DBS Asian Insights SparX: Copper

As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.

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.