Economics and Macro Strategy
2Q could be challenging for the THB. We maintain our underperformance view.
After this week’s developments, markets have been pricing in either a soft-Brexit with some delay or perhaps even no Brexit.
Establishment of Express Rail Link revitalised shoppers traffic into Tsim Sha Tsui from Shenzhen and Guangzhou at the expense of foot traffic to Causeway Bay.
Five party merger of Thai banks set to benefit all involved including unlocking TCAP’s value to realise higher profits from transferred businesses.
Office plays and developers with sizeable exposure to the Greater Bay Area (GBA) set to benefit from strong potential of the economic region.
Chinese government announces GDP growth target at 6-6.5% with accompanying stimulus measures as the country recorded the slowest pace in GDP growth last year since 1990.
ASEAN continues with respective domestic reflation policies despite challenging global environment.
Ongoing rally in the Chinese stock market expected on the back of additional MSCI A-shares inclusion and regulatory relaxation on margin financing.
The top client questions were on trade war, exchange rates, and impact of fiscal/monetary policy on growth outlook.
SGD rates outperformance ahead.
In this video,Taimur Baig, DBS Chief Economist, interviews our India economist, Radhika Rao, on how various aspects of the Indian economy and markets tend to behave around elections.
RBI's swap measure buoys sentiments; BSP's easing bias
Fed rate pause is expected to continue at Thursday’s decision. New dot plots bear watching.
Sifting through the recent data on the share of payments of major currencies through SWIFT, we make a few observations.
The outperformance of the region’s stocks has been fairly consistent over the past six weeks
The nation will tighten monetary policy as inflation spikes again
It is amid signs that officials are attempting to prevent a bubble from forming
Our analysis shows that this has resulted in strong outperformance during past periods of elevated market volatility.
The outcome is market positive; we reiterate our constructive stance on China equities (initiated in 4Q18).
A-shares have a unique and disproportionate exposure to domestic sector companies.
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
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.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.