MarketMovers

4Q17: Stay in the game
MarketMovers

Investors Hedge Downside Risks with Gold
MarketMovers

US debt ceiling, tax reform take centre stage
MarketMovers

Risk assets: Shaken, but not stirred
Insights

One Belt, One Road: Moving Faster Than Expected
Insights

China Retail Property: Don’t Underestimate Rental Upside
Insights

Q4 Outlook: Enduring Myths
Insights

Oil Price: Rebalancing Underway
Economics

China’s Sights Are Set Well Beyond Domestic Reform
Economics

Neutral Policy to Continue Despite Strong Growth
Economics

Ignoring Geopolitics Could Be Hazardous
Economics

Economics, Currencies & Rates Research
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Insights and Analysis

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India / GDP

Reserves accumulation to moderate
October 17, 2017
Reserves accumulation to moderate

While the pace of reserves accumulation in India will moderate, the current stock should be sufficient to cushion India against external vulnerabilities.

Global / GDP

Ignoring geopolitics could be hazardous to the markets’ hea...
October 16, 2017
Ignoring geopolitics could be hazardous to the markets’ health

The current dynamic of modest growth, low inflation, and easy liquidity has made investors so comfortable that they are hardly pricing in political risks; we think such complacency, in the presence o...

Singapore / GDP

Neutral policy to continue despite strong growth
October 13, 2017
Neutral policy to continue despite strong growth

Thanks to benign inflation, the Monetary Authority of Singapore is keeping its policy stance unchanged even as the economy improves.

China / Industrials

One Belt, One Road: Moving faster than expected
September 27, 2017
One Belt, One Road: Moving faster than expected

The One Belt, One Road initiative is a novel concept, integrating the goals of foreign policies with economic imperatives. We take a look at the wide-ranging impact that this programme will have on c...

Hong Kong / Real Estate

Time to check in
September 26, 2017
Time to check in

We think three- and four-star hotels could benefit the most from the recovery in inbound tourism in Hong Kong; Far East Consortium is our top pick.

China / Real Estate

Widening scope of sales restrictions
September 26, 2017
Widening scope of sales restrictions

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.

Global / Equities

Global indices chart multi-year highs
October 16, 2017
Global indices chart multi-year highs

US-listed ETFs had the strongest weekly inflows since June as global markets reached record highs.

Global / Equities

Markets hit new highs as nine-year rally powers on
October 09, 2017
Markets hit new highs as nine-year rally powers on

US-listed ETFs had the strongest weekly inflows since June as global markets reached record highs.

Global / Equities

ETF net inflows at fresh high
October 02, 2017
ETF net inflows at fresh high

The past week’s net inflows brought year-to-date ETF inflows above $330b, a fresh record amount of net inflows. For more, see our Weekly Global ETF Commentary.

Economics Daily

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South Korea / Rates

BOK hike expectations now tracking Fed
October 17, 2017
BOK hike expectations now tracking Fed

The KRW swap curve is now pricing in three hikes over the next three years, roughly matching expectations for the US Federal Reserve.

India / Inflation

Positive data flow persists as wholesale price pressures eb
October 17, 2017
Positive data flow persists as wholesale price pressures ebb

Cheaper food was behind the slower pace of inflation in both India’s wholesale and consumer prices.

China / GDP

China’s sights are set well beyond domestic reform
October 17, 2017
China’s sights are set well beyond domestic reform

The past five years have seen China’s foreign policy aims advanced faster than those of domestic economic reform. This may be the case for the next five years too.

Global / Currencies

The EUR is slowly losing ground; SGD is hurt by disappointi...
October 17, 2017
The EUR is slowly losing ground; SGD is hurt by disappointing exports

The EUR retreated against the USD for the third straight session; meanwhile, the post-GDP euphoria in the SGD did not last after non-oil domestic exports came in at -1.1% y-o-y in September.

Global / Currencies

Watch for EUR volatility on Monday
October 16, 2017
Watch for EUR volatility on Monday

The EUR’s recovery did not make it into Monday, and EUR bulls remain cautious over political uncertainties. The US Federal Reserve, meanwhile, has taken a tone contrary to that of the USD.

US / Rates

Temporary dip in longer-term Treasury yields as core inflat...
October 16, 2017
Temporary dip in longer-term Treasury yields as core inflation missed consensus

Ten-year US Treasury yields dipped to 2.27%, the lowest close in two weeks; this came largely on the back of the inflation miss last Friday. We think the market is underestimating inflation risks.

Market Movers

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Developed Markets / Equities

Wall Street’s record streak continues
October 17, 2017
Wall Street’s record streak continues

Gains in commodities power rallies; pharma stocks pare gains after Trump's pricing comments

Global / Currencies

The dollar rises
October 17, 2017
The dollar rises

Fed chair Yellen's optimism on inflation propels the greenback

Asia / Equities

Asia stocks rise again
October 17, 2017
Asia stocks rise again

Although China equities swing back in the red

Global / Insights

US debt ceiling, tax reform take centre stage
August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil
August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred
August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

4Q17: Stay in the game
October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Global / Outlook

3Q17: Desperately seeking value
June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

Global / Equities

The markets needed a correction; they will get it
May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Featured Publications

China / Industrials

One Belt, One Road: Moving faster than expected
September 27, 2017
One Belt, One Road: Moving faster than expected

The One Belt, One Road initiative is a novel concept, integrating the goals of foreign policies with economic imperatives. We take a look at the wide-ranging impact that this programme will have on c...

China / Real Estate

China Retail Property: Don’t underestimate rental upside
September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Global / GDP

Q4 Outlook: Enduring myths
September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.

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