Economics and Macro Strategy
Trade war’s impact will be unevenly distributed in local China. Disruption is expected to be more pronounced in the coastal regions that rely heavily on trade.
Election-related uncertainty and a liquidity shortage that began last year are keeping debt investors on tenterhooks. India’s bonds also face demand-supply constraints this year.
Hotel occupancy in Hong Kong continues to rise despite growth in room supplies as visitation numbers from Mainland Chinese tourist show no signs of abating.
Recent bids by developers for Sims Drive and Middle Road sites suggest expectations for moderate price appreciation with buffers of more than 10% to recent transacted prices.
Profitability of automakers potentially affected with new subsidy scheme rolled out by Chinese government to encourage innovation amongst local manufacturers.
Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.
Investing using Straits Times Index and Singapore government bond ETFs will provide the exposure; yield seeking investors can opt for S-REITS and Singapore Investment Grade Corporate Bond ETFs.
Jokowi expected to emerge victorious based on preliminary quick vote counts, and is set to serve as Indonesia’s President for a second term.
Trade war is intensifying and broadening, and regional currencies are facing the brunt of the rise in uncertainty and downside risks.
Staying on for a second term with an emphatic majority underscores policy continuity and stable political environment for the next five years.
The European parliamentary elections are due between May 23 to 26th. Eurosceptic parties are expected to expand their footprint, which will put austerity and integration policies at risk.
Euro and pound beset by political uncertainties
Three of their tech favourites have taken a beating due to the China-US impasse
The world’s two largest economies harden their trade-war stance
The People’s Bank of China has seen enough depreciation
We favour ESG funds that are both growth and income-oriented, as part of the barbell strategy.
The re-awakening of market volatility underscores the importance of a "portfolio approach" to investing.
"Tug of War" market to stay as the US-China trade conflict has morphed into a fight for global strategic and technological dominance. Such structural issues will take a longer time to resolve.
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.