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Global / Insights

Economics, Currencies & Rates Research

April 25, 2017
Economics, Currencies & Rates Research

DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...

Taiwan / GDP

Trump’s Policies and Taiwan, Revisited

April 20, 2017
Trump’s Policies and Taiwan, Revisited

We discuss the implications of US President Donald Trump’s policies for Taiwan in four major topics – trade, investment, government policies, and financial markets.

Indonesia / Currencies

A Stronger Rupiah Is Positive for Indonesia

April 20, 2017
A Stronger Rupiah Is Positive for Indonesia

We believe that a gradual strengthening of the Indonesian rupiah will boost investment; expect Bank Indonesia to continue accommodating a gradual strengthening of the currency.

China / Real Estate

Inventory Rises on More New Launches

April 26, 2017
Inventory Rises on More New Launches

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 / Utilities

Improving Outlook for China’s Wind Power Sector

April 24, 2017
Improving Outlook for China’s Wind Power Sector

A further improvement of wind farm utilisation in high grid curtailment regions in China could benefit wind turbine original equipment manufacturers and wind farm operators.

China / Financials

Chinese Banks Looking Attractive Again

April 21, 2017
Chinese Banks Looking Attractive Again

With the interest rate cycle trending upward, along with better asset quality and improving outlook, we believe the Chinese banking sector is set to re-rate.

Global / Equities

Weekly Global ETF Commentary

April 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

April 17, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

April 10, 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

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DBS View

Market Commentary

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Economics Daily

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South Korea / GDP

Keeping 2017 GDP Forecast at 2.5%

April 27, 2017
Keeping 2017 GDP Forecast at 2.5%

We currently maintain Korea’s GDP forecast at 2.5% for FY17 as the upside and downside risks to growth appear balanced for the time being.

Singapore / GDP

Electronics Remains in Driving Seat

April 27, 2017
Electronics Remains in Driving Seat

Singapore’s manufacturing sector had another strong run in March, with electronics continuing to be the key driver of growth. Look for 1Q17 GDP growth to be revised up accordingly.

South Korea / GDP

Growth Rebound Expected

April 26, 2017
Growth Rebound Expected

South Korea’s GDP growth is expected to rebound on the back of the recovery in global demand and the easing of domestic political uncertainties.

US / Rates

US Treasury Yields Consolidate

April 27, 2017
US Treasury Yields Consolidate

The markets shrugged off US President Donald Trump’s vague tax plan – stock indices were flat to lower while US Treasury yields eased off after rising in the early part of the US trading session.

Global / Currencies

Treading Cautiously

April 27, 2017
Treading Cautiously

Acknowledging the better economic backdrop, the Japanese and European central banks have started quantitative easing exit debates but have warned against dialling back stimulus too soon.

Europe / Rates

ECB to Temper Tightening Talk

April 27, 2017
ECB to Temper Tightening Talk

Risk sentiments may have stabilised, but the European Central Bank will be keen to temper any talk of tightening on Thursday.

Market Movers

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Global / Currencies

The Euro Extends Gains

April 25, 2017
The Euro Extends Gains

The currency surges as French election fears abate

Developed Markets / Equities

US Equities Advance after French Vote

April 25, 2017
US Equities Advance after French Vote

Investors also anticipate Trump’s “big” tax reform announcement

Asia / Equities

Most Asian Markets Climb on French Election

April 25, 2017
Most Asian Markets Climb on French Election

But China bucks the global rally trend amid a leverage crackdown

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Be Alert, Not Alarmed over Geopolitical Risks

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

Global / Insights

This Time, Geopolitics Matter to Markets

April 10, 2017
This Time, Geopolitics Matter to Markets

Any escalation of US-Russia tensions will likely give equities markets the "new driver" they were looking for - to trade lower

Global / Insights

Trump’s Popularity Slumps, Stocks Drift

April 03, 2017
Trump’s Popularity Slumps, Stocks Drift

Brace for more sideways drift to lower asset prices in coming weeks

China / Equities

Chinese Equities Could Remain Volatile

April 20, 2017
Chinese Equities Could Remain Volatile

This could carry on until policymakers resolve the conflict between the desire for growth and the need to contain debt, says DBS Chief Investment Officer Lim Say Boon

US / Currencies

Do Trump's Quips Matter for the Dollar?

April 13, 2017
Do Trump's Quips Matter for the Dollar?

You cannot invest on Trump's quirks and quips; he could just as well say something else tomorrow, says DBS Chief Investment Officer Lim Say Boon

Global / Equities

Geopolitics: The Trigger for Correction

April 12, 2017
Geopolitics: The Trigger for Correction

Donald Trump's "mercurial" decision-making style will create geopolitical uncertainties that will weigh on market sentiment, says DBS Chief Investment Officer Lim Say Boon

Featured Publications

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

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.