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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Call Us: (852) 3668 8008

Economics

Global / GDP

Weekly Wrap: Long vols...

November 17, 2017

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

Key summary points
  • Global economic strength seen so far this year shows little sign of abating
  • But we can’t ignore the incipient rise in market volatility
  • Fundamentals are strong, investor position is thinning as the year comes to an end…
  • …and further upside may well be in the pipeline on the investment front
  • But volatility may be here to stay nonetheless, giving bulls and bears room to tussle

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

Asia / Technology

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

November 10, 2017
Asia

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

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 ...

Equity Strategies

Global / Equities

Diversify to Asia...

November 15, 2017

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

Key summary points
  • Bottoming inflation and pick-up in oil price pose upside risks to policy rates and inflation
  • Asia still poised to perform given the region’s steady growth
  • We recommend investors to stay strategically invested in a diversified portfolio
  • We have an Overweight rating on equities and Underweight rating on bonds

Read more reports

There were no dcr path found

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