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.

Economics

Taiwan / GDP

Taiwan and ASEAN: A step closer...

September 19, 2017

There is plenty of room for Taiwan to diversify from China to Southeast Asia; we assess the opportunities and risks in the ASEAN market – looking at growth prospects, labour resources, and macroecono...

Key summary points
  • Taiwan’s trade and investment ties with ASEAN continued to expand this year
  • There is plenty of room for Taiwan to further diversify from China to Southeast Asia…
  • …and from Singapore and Vietnam to other ASEAN markets
  • Taiwan has comparative advantages over ASEAN in a range of manufacturing and services sectors
  • Companies should consider multiple factors when assessing the opportunities and risks in ASEAN

Read more reports

There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Real Estate

Insurance funds banned from investing in property

September 20, 2017
China

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.

China / Consumer

Education sector to re-rate

September 18, 2017
China

We have revised our target price to 25-28x FY18 price-to-earnings to reflect the new market views on the sector; Yuhua remains our top pick.

Equity Strategies

Hong Kong / Equities

Time to take some chips off the table?...

September 19, 2017

We are seeing some signs that the Hong Kong market is losing steam, and some risks are growing. Investors should take profit in automakers and Chinese consumer stocks.

Key summary points
  • Hang Seng Index: end-2017 target at 29,200, 12,400 for Hang Seng China Enterprises
  • Better take profit in automakers and Chinese consumer sector
  • Sectors we still like: Chinese banks, oil, IT and software, materials, and railway & construction
  • We also include two Hong Kong property plays and a paper-maker in our top pick list

Read more reports

There were no dcr path found

Discover All

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