Insights and Analysis

In-depth and broad analysis of major developments in Asia's economic activity, policy, equity, property and currency markets and what they mean for our clients.

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Get in Touch

DBS BusinessCare: 2290 8068

Economics

Malaysia / Growth

Malaysia Chartbook: Slow growth, weak inflation...

June 25, 2019

Growth has continued to slow while inflation has been weaker than expected. This makes for a dovish monetary policy stance ahead.

Key summary points
  • Overall GDP growth is expected to moderate to 4.5% in 2019, from 4.7% in 2018
  • External headwinds have picked up amid the trade war and electronics down-cycle
  • Weak domestic sentiments have translated to an uncertain investment outlook
  • We have lowered 2019 inflation forecast to 0.9%
  • Bank Negara remains on easing bias. We expect another 25bps rate cut in 4Q19

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There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

China / Commodities

China Steel Sector: Concerns over steel margins amid low do...

June 19, 2019
China

Upside in valuation expected for China steel sector amid improving profitability and balance sheet. Our top picks are BaoSteel and AnSteel.

China / Real Estate

China Property Sector: Ride on supportive policies

June 17, 2019
China

Relaxing existing restrictive policies, including potential credit loosening, could benefit China’s property sector, amidst slowing presales growth.

Equity Strategies

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs...

June 21, 2019

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Key summary points
  • Rising Middle East tensions to take oil and gold prices higher
  • Implications of currency war and monetary easing interesting for gold market in 2H19
  • Supply risks in oil are being underestimated in our view
  • Consider direct exposure to gold and oil ETFs, as well as gold miners and silver ETFs

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There were no dcr path found

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