Economics and Macro Strategy
Thailand’s trade balance narrowed sharply in 2018.
India’s inflation has eased to the lower end of the RBI’s target range of 2-6%
Local developers snapped up land sold by the Hong Kong government for residential or commercial use as China-based developers become less active in land banking in the city.
Large players in industries with the ability to collect and analyse data at distinct advantage to leverage developments in Customer Data Platform (CDP) for successful cross selling.
Property launches started shortly after the New Year in view of strong launch pipeline scheduled for 2019.
US-listed ETFs showed inflows of $7.1 billion. Equities received $4.2 billion as fixed income had an inflow of $2.9 billion and international equities gained $2.3 billion.
US-listed ETFs had inflows of $5.5 billion with equities receiving $6.0 billion whereas fixed income had outflows of $1.4 billion.
US-listed ETFs had an inflow of $13.7 billion with equities posting inflows of $6.9 billion while fixed income drew in $7.0 billion.
#10 Long S-REITS as a defensive play.
#9 Short CNY
China’s real GDP growth fell further to 6.4% YoY in 4Q18 from 6.5% in 3Q18 as expected.
EUR/GBP approaching profit-taking levels; MGS looks cheap
Part of the weakness in regional trade owes to a tech-driven downturn.
Chinese imports from the US have plunged lately, while exports have held up quite well.
Economic warning signs flash from Chinese trade talks to the US housing market
“We are not done building Singapore,” the country’s finance minister says
A global slowdown and the US government shutdown are also spooking investors
2018 had extreme volatility; our overall investment strategy generated notable relative outperformance for the year.
We reaffirm our Overweight call on China Financials.
Investors should adopt a “barbell strategy” for portfolio resilience.
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.