Insights and Analysis

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Indonesia / GDP

Indonesia and the ‘Trump’ Factor

November 30, 2016
Indonesia and the ‘Trump’ Factor

While markets in Asia have been grappling with the uncertainty of the Donald Trump’s administration on the region, Gundy Cahyadi, DBS’ economist covering Indonesia, Southeast Asia’s largest economy, ...

China / GDP

Where’s China Headed?

November 22, 2016
Where’s China Headed?

In this special report on China’s 13th Five-Year Plan, we take a deep dive into the most significant aspects of the overarching policy document and examine its implications for business.

Europe / Rates

ECB Challenged by Higher Bond Yields

November 16, 2016
ECB Challenged by Higher Bond Yields

Rising US bond yields and reflation expectations have put the European Central Bank (ECB) in a bind. But we expect the ECB to keep its rhetoric dovish and announce an extension in the QE purchases at...

China / Real Estate

More Cities to Impose Home Purchase Restriction

December 06, 2016
More Cities to Impose Home Purchase Restriction

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier 1 to 3 cities; as well as an overview of the share performance of sector players.

China / Real Estate

Watch Out For Overseas Investments

November 30, 2016
Watch Out For Overseas Investments

After rapid growth in their home market, Chinese developers are increasingly looking outward for expansion and higher profits; in this special report, we highlight the companies, countries, and segme...

China / Real Estate

Sentiment Weakens Further Amid Measures

November 29, 2016
Sentiment Weakens Further Amid Measures

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.

Global / Equities

Weekly Global ETF Commentary

December 05, 2016
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.

Hong Kong / Equities

Sunshine After the Rain

December 01, 2016
Sunshine After the Rain

We believe Hong Kong’s market earnings growth can resume in 2017 after declining about 25% during 2015-2016. We outline our top investments themes going forward.

Global / Equities

Weekly Global ETF Commentary

November 28, 2016
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 / Rates

Set for Another Boost?

December 07, 2016
Set for Another Boost?

Indian government bonds are set to get another boost on speculation the Reserve Bank of India may be poised to resume monetary easing.

India / Rates

Prioritising Growth and Watching Liquidity

December 07, 2016
Prioritising Growth and Watching Liquidity

Whether the Reserve Bank of India cuts rates by 25 basis points or 50 basis points on Wednesday, it is likely to prioritise growth over external uncertainties, and have an eye on liquidity.

Philippines / Rates

Monetary Policy Tightening Looks Imminent

December 07, 2016
Monetary Policy Tightening Looks Imminent

With inflation set to continue its upward trend in the Philippines, we reckon that a shift to a tighter monetary policy stance is forthcoming.

US / GDP

Above-Potential, but Not on Trump

December 07, 2016
Above-Potential, but Not on Trump

Our expectation for above-potential US growth next year is based not on the president-elect, but on strong consumption growth, housing sales and starts, and business investment growth.

Global / Currencies

Euro’s Rebound Fizzles

December 07, 2016
Euro’s Rebound Fizzles

The euro’s post-Italian referendum rebound fizzled, which shows investors still favoured the greenback over the single currency ahead of the upcoming European and US central bank meetings.

US / GDP

Can Above-Potential Growth Be Sustained?

December 06, 2016
Can Above-Potential Growth Be Sustained?

Strong US data continue to roll in, with the latest strong showing from the service sector Institute of Supply Management index. How long will this hold?

Market Movers

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Developed Markets / Equities

Trump Rally Returns

December 07, 2016
Trump Rally Returns

The Dow climbs to new heights amid strong US economic data

Asia / Equities

Asia Opens Higher

December 07, 2016
Asia Opens Higher

Australia and South Korea up in early trading

Global / Currencies

USD Snaps Losing Streak

December 07, 2016
USD Snaps Losing Streak

Strong US data propels the greenback higher

Global / Insights

From “Trump Off” to (Mild) “Risk Off”

December 05, 2016
From “Trump Off” to (Mild) “Risk Off”

While sentiment towards European equities and the euro dampen, underlying drivers of the Trump Trade continue gathering momentum

Global / Insights

Trump Trade Approaches Extremes

November 28, 2016
Trump Trade Approaches Extremes

The Trump Trade - bullish Developed Market equities and US Dollar - is not over, but it is overdone, for now

Global / Insights

Trump Triggers Market Inflections

November 21, 2016
Trump Triggers Market Inflections

America's President-Elect Donald Trump appears to have triggered major inflections in political and economic trends

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

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 / Equities

The Three Risks of Autumn

October 07, 2016
The Three Risks of Autumn

Markets will likely trade nervously in the face of central bank policy uncertainties, seasonal volatility, and the US Presidential election

Featured Publications

China / Real Estate

Watch Out For Overseas Investments

November 30, 2016
Watch Out For Overseas Investments

After rapid growth in their home market, Chinese developers are increasingly looking outward for expansion and higher profits; in this special report, we highlight the companies, countries, and segme...

China / GDP

Where’s China Headed?

November 22, 2016
Where’s China Headed?

In this special report on China’s 13th Five-Year Plan, we take a deep dive into the most significant aspects of the overarching policy document and examine its implications for business.

China / Utilities

Transiting to a Low-Carbon Economy

November 18, 2016
Transiting to a Low-Carbon Economy

China is actively rolling out its renewable energy plan which will bring about abundant growth opportunities for renewable energy plays. We take a dive deep into the sector.