DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...
Any escalation in trade tensions might aggravate India’s current account concerns; in the immediate term, sentiment and the rupee remain susceptible to US monetary policy trajectory and trade war con...
We believe that China is unlikely to crank up the rhetoric in the current trade spate with the US, opting for diplomacy and promises to import more from the US.
The development activity in the Kau To area signals that it will become a major source of luxury home supply in the New Territories in the next couple of years.
With the possibility of further exclusions, the impact of the new metal tariffs by the US on the global steel market should be smaller than estimated.
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.
Even as US equities struggled through the choppy week, US equity ETFs saw whopping inflows. For more, check out our Weekly Global ETF Commentary.
In the absence of news from the Federal Reserve, US President Donald Trump’s policy uncertainties has come to the forefront; fundamentals however are still positive for stock-picking.
But after two weeks of solid gains, US-listed ETF flows slipped back into negative territory. For more, check out our Weekly Global ETF Commentary.
The US has announced tariffs on Chinese imports, sparking worries of a trade war. But we think some countries could have more advantages than others.
Ahead of the widely expected 25bp rate hike by the Federal Reserve on Wednesday, SGD liquidity has clearly tightened; we are neutral on longer-term SGD rates for now.
Yi Gang’s top priority as chief of China’s central bank is to continue with the deleveraging exercise, focusing on containing financial risk. His appointment reflects the importance of policy continu...
Currencies are in the spotlight after US President Donald Trump announced plans to impose tariffs on US$60bn worth of annual imports from China. For more on currencies and rates, check out our Overni...
Thursday’s US FOMC monetary policy review will headline the week; we expect a 25bp hike to set the ball rolling for 2018.
Concerns over the results of the Italian elections, a potential trade war with the US, and the strength of the Euro could keep investors on edge this week.
The Fed's latest rate hike is less hawkish than anticipated
Canada and Mexico's currencies surge after some concessions in trade talks
South Korea equities outperform regional peers
Investors are increasingly buying protection for downside risks
Global investors are seeking cheaper exposures to equities
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
The Chief Investment Office brings you the investment outlook and strategy for 2018
The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication
Neither feast nor famine - that is the frustrating outlook for global equities
With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.
We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...
With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...