Insights and Analysis

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Europe / Rates

The ECB Stays Defensive

January 24, 2017
The ECB Stays Defensive

Given challenging dynamics, the quantitative easing programme is unlikely to be scaled back. The ECB-US Fed monetary divergence looks set to stay.

Indonesia / GDP

Looking at a S&P Upgrade

January 19, 2017
Looking at a S&P Upgrade

We think odds are high that the ratings agency will upgrade Indonesia’s credit rating this year.

US / Inflation

Pop Goes the Headline

January 18, 2017
Pop Goes the Headline

With inflation likely to have risen to 2.1% in December – above the Federal Reserve’s target – the central bank has its work cut out for it and will need to raise rates sooner and faster than most th...

Global / Oil and Gas

Indonesia Steps-Up Upstream Spending

January 23, 2017
Indonesia Steps-Up Upstream Spending

Our weekly analysis of key developments from the oil and gas sector to aid readers in extracting value from the news flow.

China / Real Estate

Is Inventory Starting to Build?

January 23, 2017
Is Inventory Starting to Build?

Hong Kong-listed Chinese developers exceeded their sales targets and could have higher saleable resources in 2017. And with lower demand expected this year, inventory could start to build.

Hong Kong / Real Estate

Resilient Demand From Local Buyers

January 23, 2017
Resilient Demand From Local Buyers

The overwhelming market response to recent residential property launches in Hong Kong reflects the resilient demand from local first-time buyers and end-users.

Global / Equities

Weekly Global ETF Commentary

January 24, 2017
Weekly Global ETF Commentary

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.

Global / Equities

Weekly Global ETF Commentary

January 16, 2017
Weekly Global ETF Commentary

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.

Global / Equities

Weekly Global ETF Commentary

January 09, 2017
Weekly Global ETF Commentary

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.

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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DBS View

Securities Outlook

Chinese only

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DBS View

Market Commentary

Chinese only

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Economics Daily

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India / GDP

Fiscal Discipline Will Remain Priority

January 24, 2017
Fiscal Discipline Will Remain Priority

Various factors have raised expectations for India to postpone fiscal consolidation to next year, but we expect a more balanced approach in the 2017/18 fiscal year budget.

Thailand / GDP

Ending on a High Note

January 24, 2017
Ending on a High Note

Markets are looking for Thailand’s exports to have ended last year on a high note, providing a boost to manufacturing. But private sector demand continues to drag, with little sign of improvement.

South Korea / GDP

Has the Political Crisis Hurt Growth?

January 24, 2017
Has the Political Crisis Hurt Growth?

South Korea likely avoided negative growth in the 2016 fourth quarter, notwithstanding the political chaos and public confidence crisis surrounding President Park Geun-hye’s corruption scandal.

US / Rates

Diverging Volatilities

January 24, 2017
Diverging Volatilities

Implied volatilities in the foreign exchange and equities space appear to be relatively low given the outsized swings in US dollar interest rates.

US / Currencies

Bumpy on the Way Up

January 24, 2017
Bumpy on the Way Up

The US dollar rose and fell on the contradictory nature of US President Donald Trump’s policies. The expectation remains that it will rise again, but it will be a bumpy climb.

Global / Currencies

Trump’s Impact on US Dollar

January 23, 2017
Trump’s Impact on US Dollar

Investors who were looking for details on US President Donald Trump’s reflation policies found only a protectionist stance, which sent the greenback lower.

Market Movers

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Developed Markets / Equities

US Markets Climb on Trump Address

January 23, 2017
US Markets Climb on Trump Address

Increase in crude spurs gains in energy companies

Asia / Equities

Caution Prevails in Asia

January 23, 2017
Caution Prevails in Asia

Investors await Trump inauguration

Global / Currencies

Gold Rises, Dollar Weakens

January 23, 2017
Gold Rises, Dollar Weakens

Investors flock to gold after Trump's "America first" speech

Global / Insights

Policy Clarity to Spur US Equities

January 23, 2017
Policy Clarity to Spur US Equities

US corporate earnings to rebound on economic growth

Global / Insights

“Trump Trade” Pauses Ahead of Inauguration Day

January 16, 2017
“Trump Trade” Pauses Ahead of Inauguration Day

Risk assets pull back as investors adopt a wait-and-see mode

Global / Clear Call

Trade on Charts, Not Tweets

January 12, 2017
Trade on Charts, Not Tweets

DBS Chief Investment Officer Lim Say Boon discusses how to cut through Trump's "twitter storm"

Global / Outlook

1Q-2017: All Change - Trump Triggers Inflections

December 23, 2016
1Q-2017: All Change - Trump Triggers Inflections

Donald Trump is the latest disruption to already disrupted markets. DBS Chief Investment Officer Lim Say Boon discusses the implications on risk asset markets

Global / Clear Call

A Nervous New World (Part 1)

November 09, 2016
A Nervous New World (Part 1)

Here's what President Donald Trump means for global economies and markets

Global / Clear Call

A Nervous New World (Part 2)

November 09, 2016
A Nervous New World (Part 2)

The Republican Party could win both the House and the Senate, giving Trump the power to act Obama didn't have

Featured Publications

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
 Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...

China / Technology

The Rise of FinTech in China

December 12, 2016
The Rise of FinTech in China

While London, New York and Silicon Valley, compete to position themselves as the world's 'FinTech hub', China has leapfrogged ahead to become the undoubted centre of global FinTech i...