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.

Get In Touch

Call Us: (852) 3668 8008

Get In Touch

Call Us: (852) 3668 8008

Economics

India / GDP

Quick fixes threaten macro-stability...

September 20, 2017

As India’s growth slows, the market is likely to crank up calls for stimulus. But we think that the costs of targeting faster growth via fiscal or monetary policy are likely to outweigh the benefits.

Key summary points
  • Soft April-June growth numbers belie expectations for a return to over 7% growth in FY17/18
  • Calls to support growth via fiscal/monetary policy and a competitive exchange rate likely to rise
  • But there is little room to up spending without undermining the progress in fiscal consolidation
  • Monetary policy will be constrained by inflation amid preference for stable rather than weaker rupee
  • Overall, the costs of targeting higher growth with stimulus are likely to outweigh the benefits

Read more reports

There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Consumer

Will regulations crimp the growth of universities?

September 25, 2017
China

As the Chinese government imposes a quota on the number of university students allowed to enrol each year, we think universities will face slower growth. We prefer stocks in the K12 space.

China / Real Estate

Encouraging rise in traffic to sales offices

September 20, 2017
China

Guangzhou, Foshan, and Zhongshan are reporting more interest from potential home-buyers; we have developers CIFI, Yuzhou, KWG, Yanlord, and Yuexiu on our radar.

Equity Strategies

Global / Equities

ETF assets climb as the stock market scales new heights...

September 25, 2017

The Dow Jones Industrial Average and the S&P 500 have appreciated 13.41% and 12.03%, respectively, this year; ETF assets continue to climb. For more details, see our Weekly Global ETF Commentary.

Key summary points
  • Global equity markets and exchange-traded funds had another good week
  • Global stocks hit new highs, sovereign yields rose, and the USD rallied
  • Asia Pacific-focused ETFs listed in the US posted net inflows of US$146.54m

Read more reports

There were no dcr path found

Discover All

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities