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.
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.
The USD has not been able to appreciate in spite of three Fed hikes since December 2016. But the USD could find support soon.
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.
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’s recent move to shutdown illegal capacity and curtail legal capacity during winter heating season could further revive the global aluminium industry.
The global economy is back on a stable track, with a very favourable outlook in the Eurozone, in particular.
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.
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.
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.
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.
While food inflation will remain elevated, transport inflation is still the main driver and will moderate over the next few months.
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.
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.
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.
Investors grapple with Donald Trump's economic agenda and Steve Bannon's White House exit
Concerns remain over Trump's ability to deliver on economic plans
Investors stay cautious on Trump concerns, Spain terror attack
Global investors are seeking cheaper exposures to equities
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
But the rally's sustainability depends on investigations on Capitol Hill, geopolitical uncertainties
Neither feast nor famine - that is the frustrating outlook for global equities
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
DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.
Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.
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 ...
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.