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South Korea / GDP

Assessing Moon’s first 100 days in office

August 17, 2017
Assessing Moon’s first 100 days in office

Korean President Moon Jae-in’s government is pushing ahead with domestic policies to boost incomes and reduce inequality, in line with his campaign pledges. But we see some risks ahead.

India / Currencies

Strong INR raises questions

August 07, 2017
Strong INR raises questions

From what’s driving it to what authorities may do. It also poses a headwind for exports and manufacturing growth but we believe other factors can mitigate the impact.

Global / Currencies

USD is becoming oversold

August 01, 2017
USD is becoming oversold

The USD has not been able to appreciate in spite of three Fed hikes since December 2016. But the USD could find support soon.

Singapore / Real Estate

Third time lucky for Tampines Court?

August 16, 2017
Third time lucky for Tampines Court?

Sim Lian reportedly placed a bid of S$970m for the collective sale of Tampines Court. We believe this is a leap of faith for the property developer.

China / Real Estate

Mortgage interest rates edge up further

August 15, 2017
Mortgage interest rates edge up further

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 / Basic Materials

Impact of China’s extended supply-side reform

August 14, 2017
Impact of China’s extended supply-side reform

China’s recent move to shutdown illegal capacity and curtail legal capacity during winter heating season could further revive the global aluminium industry.

Global / Equities

Keep calm and carry on

August 16, 2017
Keep calm and carry on

The global economy is back on a stable track, with a very favourable outlook in the Eurozone, in particular.

Global / Equities

US-listed ETFs log net inflows despite volatility

August 14, 2017
US-listed ETFs log net inflows despite volatility

For the week ended 10 August, US-listed ETFs garnered US$5,038.59m net inflows, which were distributed over most asset classes. For more details, see our Weekly Global ETF Commentary.

Global / Equities

Another week of strong flows

August 07, 2017
Another week of strong flows

US-listed ETFs saw another week of strong flows, with weekly flows fairly evenly distributed over asset classes. For more details, see our Weekly Global ETF Commentary.

Equities to Watch

In-depth Analyses

In-depth and latest analyses on individual company stocks across Hong Kong and Singapore markets and key industry sectors.

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Securities Outlook

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DBS View

Market Commentary

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Economics Daily

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India / Currencies

Balancing the buffer

August 22, 2017
Balancing the buffer

India’s record high foreign reserves are set to rise further in the months ahead. The central bank has been active in the spots and the forwards to minimise the immediate impact on liquidity.

Thailand / GDP

Eyes on trade data ahead

August 22, 2017
Eyes on trade data ahead

We reckon that the upward risks to our Thai GDP projections have not changed significantly following the 2Q17 data release. Much will depend on how strong export growth fares in 2H17.

Malaysia / Inflation

Inflation eases in Malaysia

August 22, 2017
Inflation eases in Malaysia

While food inflation will remain elevated, transport inflation is still the main driver and will moderate over the next few months.

Global / Rates

Counting on Jackson Hole to end rates deadlock

August 22, 2017
Counting on Jackson Hole to end rates deadlock

Traders will be closely scrutinising remarks by the head of the US Federal Reserve and European Central Bank this week for guidance on USD and EUR interest rates.

Global / Currencies

Awaiting guidance out of Jackson Hole

August 22, 2017
Awaiting guidance out of Jackson Hole

The Fed will use Jackson Hole to set the stage to start unwinding its balance sheet in the coming months. But the ECB will probably be evasive about its strategy to exit stimulus.

Global / Currencies

Will Jackson Hole break the deadlock between the USD and th...

August 21, 2017
Will Jackson Hole break the deadlock between the USD and the EUR?

The scope for the USD to recover will depend on whether ECB President Mario Draghi disappoints in pushing for ECB’s monetary policy to converge with the Federal Reserve’s.

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Global / Currencies

The dollar endures see-saw trading

August 21, 2017
The dollar endures see-saw trading

Investors grapple with Donald Trump's economic agenda and Steve Bannon's White House exit

Developed Markets / Equities

US stocks end lower

August 21, 2017
US stocks end lower

Concerns remain over Trump's ability to deliver on economic plans

Asia / Equities

Asian markets fall

August 21, 2017
Asian markets fall

Investors stay cautious on Trump concerns, Spain terror attack

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 / Insights

Robust jobs and earnings buoy US equities

August 07, 2017
Robust jobs and earnings buoy US equities

But the rally's sustainability depends on investigations on Capitol Hill, geopolitical uncertainties

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

Global / Equities

Have global equities hit stall speed?

May 12, 2017
Have global equities hit stall speed?

DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.

Featured Publications

Thailand / Utilities

Thai Power: Excess Supply Lingers

July 17, 2017
Thai Power: Excess Supply Lingers

Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.

China / Consumer Goods

China Pork: A meaty task to meet demand

July 04, 2017
China Pork: A meaty task to meet demand

Rising incomes and urbanisation would drive Chinese consumers towards a diet based more heavily on animal protein. We take a look at the pork industry, which would be enjoying both steady growth and ...

Global / GDP

Q3: Forging ahead

June 08, 2017
Q3: Forging ahead

Everything in the economy is back to normal. Best plan on one hike per quarter through mid-2019, with the risk that the Federal Reserve has to up the pace before then.