Insights and Analysis

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Global / GDP

Weekly Wrap: Long vols

November 17, 2017
Weekly Wrap: Long vols

While fundamentals are strong, we cannot ignore the incipient rise in market volatility; there will be room for bulls and bears room to tussle.

Global / Insights

Economics, Currencies & Rates Research

November 16, 2017
Economics, Currencies & Rates Research

DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...

Philippines / GDP

Philippines: Watching for overheating risks

November 16, 2017
Philippines: Watching for overheating risks

With Q3 GDP coming in stronger than expected and Q2 growth revised upwards, we now think that the Philippines’ full-year expansion could hit 6.7%, up from our previous forecast of 6.4%.

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.

Singapore / Real Estate

Singapore Property: More (land)-bank for buck

November 10, 2017
Singapore Property: More (land)-bank for buck

As market indicators point to a recovery in property prices from 2018, we expect more developers to bid for land more aggressively. We also look at potential collective-sale projects and the players ...

Southeast Asia / Consumer Services

Asean Grocery Retail: Will online grocery retail take off i...

October 25, 2017
Asean Grocery Retail: Will online grocery retail take off in ASEAN?

While online grocery retail is still in its infancy – and still has obstacles to overcome, it will gain traction over the next few years across Southeast Asia. It should not be a significant threat t...

Global / Equities

Diversify to Asia

November 15, 2017
Diversify to Asia

We believe the region is still poised to perform given steady growth supported by global growth and an accommodative mix of fiscal policy, supportive monetary policies, and domestic investors’ buying

Global / Equities

US equity ETFs saw first weekly net outflows since late Sep...

November 13, 2017
US equity ETFs saw first weekly net outflows since late September

With global markets marking their first weekly decline since September, US equity ETFs failed to keep up their run of inflows. For more on ETFs, check out or Weekly Global ETF Commentary.

Global / Equities

US equities hover near highs

November 06, 2017
US equities hover near highs

US financial markets are hovering near highs even as investors weighed the implications of the nomination of Jerome Powell as Federal Reserve chair and the details of the US draft tax bill.

Economics Daily

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India / Ratings

Moody’s upgrades India’s rating

November 17, 2017
Moody’s upgrades India’s rating

The rating agency has raised the country’s rating to one notch above investment grade in an endorsement of the ongoing reform programme. We don’t think the two other agencies will follow in a hurry.

India / Rates

Firm inflation to keep RBI on hold

November 14, 2017
Firm inflation to keep RBI on hold

While inflation may rise and test the 4% target soon, risks such as oil prices, a miss in fiscal targets, etc. are likely to nudge the Reserve Bank of India to keep a neutral stance.

India / GDP

Positive growth-inflation mix on the cards

November 13, 2017
Positive growth-inflation mix on the cards

With industrial production growth still healthy and inflation under control, the bar for further monetary easing remains high. GST tweaks and softer non-tax collections reinforce our expectations of ...

Global / Currencies

A dichotomous currency market this week

November 17, 2017
A dichotomous currency market this week

Asian currencies fared better than major currencies in the first four days of this week, as the weakness of the USD reverberated across markets. For more on currencies and rates, check out our Overni...

Global / Currencies

Markets turn defensive

November 16, 2017
Markets turn defensive

Wednesday was characterised by risk aversion, with the EUR unable to sustain the lift it received from the strong German GDP data on Tuesday. For more on currencies and rates, check out our Overnight...

Global / Rates

Euro’s lift from German GDP to be short-lived

November 15, 2017
Euro’s lift from German GDP to be short-lived

It is premature to conclude that the euro is about to start a new rally as Eurozone growth data showed the recovery has not broadened geographically. For more, check out our Overnight Wrap and the Da...

Market Movers

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Developed Markets / Equities

US stocks gain the most in two months

November 17, 2017
US stocks gain the most in two months

Tech shares rally; optimism boosted on rising odds of corporate tax cuts

Global / Currencies

The dollar finds footing

November 17, 2017
The dollar finds footing

The greenback posts a small gain after US House of Representatives approve tax overhaul

Asia / Equities

Asian stocks rebound

November 17, 2017
Asian stocks rebound

Tencent jumps on earnings, Santos surges on bid

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Global / Outlook

3Q17: Desperately seeking value

June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

Global / Equities

The markets needed a correction; they will get it

May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Featured Publications

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.

Singapore / Real Estate

Singapore Property: More (land)-bank for buck

November 10, 2017
Singapore Property: More (land)-bank for buck

As market indicators point to a recovery in property prices from 2018, we expect more developers to bid for land more aggressively. We also look at potential collective-sale projects and the players ...

Southeast Asia / Consumer Services

Asean Grocery Retail: Will online grocery retail take off i...

October 25, 2017
Asean Grocery Retail: Will online grocery retail take off in ASEAN?

While online grocery retail is still in its infancy – and still has obstacles to overcome, it will gain traction over the next few years across Southeast Asia. It should not be a significant threat t...