Daily analysis of the latest economic data points and policy developments in Asia and the major economies of the world.
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...Read More
Taiwan’s firms are increasingly looking to Southeast Asia as the next growth region as China slows down. Singapore and Vietnam are the biggest draws while Indonesia and the Philippines have long-term...Read More
Japan’s September inflation numbers may have remained weak, but the improvement in the near-term growth and prices outlook will provide some comfort for the central bank.
Singapore’s labour market continues to unravel from the effect of the economic slowdown, with overall employment growth in the third quarter expected to fall into the negative.
The improvement in external vulnerability indicators shows that the Indian economy stands in good stead to ride out any volatility resulting from a US rate hike.
China’s push for growth-at-any-cost is being replaced with the “New Normal”.It will fundamentally change how business and investing are done.Read More
The US dollar will be looking for a lift from tonight’s US GDP data. But even if the numbers meet expectations, we believe the risk/reward to go long on the US dollar could diminish.
Don't be surprised if US ten-year yields hit 3.5%-4% in a year.
Taiwan’s firms are increasingly looking to Southeast Asia as the next growth region as China slows down. Singapore and Vietnam are the biggest draws while Indonesia and the Philippines have long-term...