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

Indonesia / GDP

Indonesia and the ‘Trump’ Factor ...

November 30, 2016

While markets in Asia have been grappling with the uncertainty of the Donald Trump’s administration on the region, Gundy Cahyadi, DBS’ economist covering Indonesia, Southeast Asia’s largest economy, ...

Key summary points
  • The key risk to Asia’s economic prospects in 2017 is not protectionism
  • It is the impact of market volatility caused by inflation in the US
  • Impact of US President-Elect Donald Trump’s policies may not be observable in the next 1-2 years
  • Long-term growth of Indonesia – and Southeast Asia – is on track
  • Economic and political reforms currently planned and in place must be sustained

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Utilities

More Investment in Biomass Development

December 06, 2016
China

China’s newly released five-year plan for biomass development is an important part of the government’s energy restructuring plan, and should attract greater investment to the sector.

China / Real Estate

More Cities to Impose Home Purchase Restriction

December 06, 2016
China

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier 1 to 3 cities; as well as an overview of the share performance of sector players.

Equity Strategies

Global / Equities

Weekly Global ETF Commentary...

December 05, 2016

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Key summary points
  • Investors took a break last week, after the S&P’s impressive rally following the US election
  • Emerging markets will pick up in 2017, with commodity prices coming off lows
  • Diminished chance of Chinese hard landing
  • Financial, construction, infrastructure, industrial sectors to benefit from Trump’s policies

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There were no dcr path found

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