IFC’s Vivek Pathak on investing in East Asia.
Thailand is likely to hit a higher speedbump this year even as the infection curve is in control.
The ruling PAP government returned to power with a narrower margin. The relatively weaker mandate could see some recalibration in policies ahead.
E-commerce sales in Asean are expected to reach US$153bn by 2025, from US$38.2bn in 2019. Given the competitive arena, we outline what will give players an edge.
We expect overall material consumption from downstream sectors to remain upbeat, especially as we move closer to China’s National Day in October.
With solid demand from first-time buyers and a favourable interest rate environment, the outlook of the residential market could be more positive than previously anticipated.
Despite the uncertainties, Hong Kong’s stock market continues to outperform. Given the strong gains, we think it is ripe for a pullback. Find out what will trigger this.
We expect China-US tensions, which is set to rise ahead of the US presidential election, will add to the volatility in the Hong Kong market in the months ahead.
Uncertainty in HK’s outlook returns on news of the new law. But we do not think that all HK-listed stocks will fare badly.
China's politically sensitive monthly trade surplus with the US widened further to USD29.4bn in June.
Second quarter marks the bottom of the current cycle. Growth is expected to improve from hereon.
In an historic general election, ruling People’s Action Party remained in power by securing a super majority of 83 seats in the 93-seat parliament elections, garnering 61% of the total vote.
FX momentum undermined by US equities; China’s bonds are still attractive longer term.
Biases softened for AUD and EUR within their ranges.
Indonesia government bonds have room to catch up in the coming months.
Traders are watching for any outflow amid worsening US-China tensions
The S&P 500 Index briefly touched its highest level since the March 2020 pandemic crash
The recovery in China shows the limit of any economic revival amid COVID-19
The DBS Chief Investment Office has received numerous investment queries after the publication of our 3Q20 CIO Insights – Resilient in the Storm. Listed below are our replies to the questions f...
We like sector “Leaders” that exhibit characteristics of defensive cash flows and balance sheets.
Markets will continue to track the “second derivative” of mobility, macro, and earnings data in 2H; stay invested in post-pandemic winners
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.