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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DBS BusinessCare: 2290 8068

Get in Touch

DBS BusinessCare: 2290 8068

Economics

China / Currencies

The Rise and Rise (and Rise) of the Yuan...

February 24, 2017

The Chinese yuan will continue its 20-year march north, beneath all the huckus-ruckus of bilateral currency moves that few can explain and fewer can predict.

Key summary points
  • Too many Americans have a myopic view of the yuan
  • They measure its value against the US dollar alone; This is a mistake
  • The yuan has appreciated by 41% in trade-weighted terms since 2005
  • The appreciation of the yuan owes mainly to faster GDP and income growth than in the West
  • The yuan will continue to trend north accordingly

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Consumer Goods

Government’s Move Boosts Drugmakers

February 24, 2017
China

China has increased the number of medicines reimbursable from public medical insurance programs increases by 18%; we think this will drive overall demand for drugs and lift drugmakers.

China / Real Estate

Impact of Higher Mortgage Rates

February 22, 2017
China

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.

Equity Strategies

Global / Equities

Weekly Global ETF Commentary...

February 20, 2017

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.

Key summary points
  • Last week, global stock funds logged the biggest inflows since December
  • Emerging market equity funds attracted the biggest inflows in six months
  • Smaller domestic companies-focused funds were in demand

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There were no dcr path found

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