Insights and Analysis

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South Korea / GDP

Is the Optimism Justified?

March 29, 2017
Is the Optimism Justified?

Korea’s financial markets have remained resilient despite the political turmoil that started in late 2016. While we think that there may be fiscal stimulus after a new government takes office, we thi...

India / Rates

Monetary Policy on Cruise Control

March 27, 2017
Monetary Policy on Cruise Control

After shifting to a neutral stance for monetary policy, India’s central bank may be pulling the brakes on the easing cycle that started in early 2015.

Thailand / GDP

Narrower Current Account Surplus a Plus

March 21, 2017
Narrower Current Account Surplus a Plus

We expect Thailand’s current account surplus to narrow to 7.2% and 6.5% of GDP in 2017 and 2018 from 11.4% in 2016. A narrowing of the surplus should be seen as a positive sign.

China / Real Estate

More Tightening Policies Rolled Out

March 21, 2017
More Tightening Policies Rolled Out

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier-I to -III cities; as well as an overview of the share performance of sector players.

China / Real Estate

Policies, Demand Underpin Profitability

March 21, 2017
Policies, Demand Underpin Profitability

We think that strict price controls and increasing land cost may compress the profitability of China’s developers.

China / Real Estate

Tightening Policies Spread

March 21, 2017
Tightening Policies Spread

We think that the valuations in China’s real estate sector has become excessive, given the likelihood that more tightening measures will be implemented.

Global / Equities

Weekly Global ETF Commentary

March 27, 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

March 21, 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

March 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.

Economics Daily

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India / GDP

Balance of Payments to Recover Ground

March 29, 2017
Balance of Payments to Recover Ground

The key difference this quarter is a stronger pick-up in exports. At the same time, the flow of foreign direct investments is increasing.

Vietnam / GDP

Strong Showing in Growth and Inflation

March 29, 2017
Strong Showing in Growth and Inflation

Vietnam’s 1Q17 GDP growth figure is expected to remain robust, while policy-driven inflationary pressures continue to build.

South Korea / GDP

Exports to be Key Driver of Growth

March 29, 2017
Exports to be Key Driver of Growth

A recovery in Korea’s key markets of China, the US, the Eurozone, and Japan will help lift the country’s exports.

Europe / Currencies

Orderly Depreciation

March 29, 2017
Orderly Depreciation

The GBP weakened ahead of the UK’s deadline to trigger Article 50 on Wednesday and its depreciation has been orderly this time. What gives?

US / GDP

Housing Demand Strong Even as Rates Rise

March 28, 2017
Housing Demand Strong Even as Rates Rise

Higher interest rates have not yet dented demand for housing in the US – demand remains strong and prices continue to rise.

US / GDP

Under the Hood

March 27, 2017
Under the Hood

The biggest thing about US 2016 fourth quarter GDP growth wasn’t the mediocre headline, it was the hefty domestic demand growth under the hood.

Market Movers

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Asia / Equities

Asian Equities Mostly Higher

March 29, 2017
Asian Equities Mostly Higher

But China falls amid liquidity concerns

Developed Markets / Equities

Wall Street Rebounds

March 29, 2017
Wall Street Rebounds

Optimism in the US economy is rekindled; European and Japanese stocks rally

Global / Currencies

US Dollar Jumps

March 29, 2017
US Dollar Jumps

The American currency posts its biggest gain since 2 March

Global / Insights

Trump Health Care Bill Fails to Launch

March 27, 2017
Trump Health Care Bill Fails to Launch

Major doubts are cast on the administration's ability to push through other initiatives

Global / Insights

Risk Assets Push Higher amid “Dovish” Fed

March 20, 2017
Risk Assets Push Higher amid “Dovish” Fed

But looser financial conditions may force the Federal Reserve to normalise monetary policy quicker

Global / Insights

The Era of Rising Rates has Arrived

March 13, 2017
The Era of Rising Rates has Arrived

Investors' focus has shifted from "will the Fed hike rates" to "how fast will the rate hiking cycle be"

Global / FX Chartist's Diary

USD/JPY: Health Care Vote Failure Posts Challenges

March 27, 2017
USD/JPY: Health Care Vote Failure Posts Challenges

The dollar-yen pair must hold the key level to reopen the upside.

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

Featured Publications

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

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.