Insights and Analysis

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India / GDP

Fiscal Discipline to Remain Priority

January 12, 2017
Fiscal Discipline to Remain Priority

India’s government is expected to adhere to its fiscal roadmap as it tables its 2017/18 budget next month, despite the drag on growth arising from the demonetisation initiative.

Indonesia / GDP

Impact of a Trump Tenure

January 03, 2017
Impact of a Trump Tenure

While Donald Trump’s “America First” policy means that the world’s largest economy would start turning inward – potentially damaging global trade – he believed his election, along with the UK’s decis...

Global / GDP

2017 Global Macro Outlook

December 15, 2016
2017 Global Macro Outlook

Chief Economist David Carbon looks at 3 big questions for 2017: How much will interest rates rise? How fast will the US grow? How much will Asia suffer?

China / Industrials

China Slowdown to Drag on Containerboards

January 13, 2017
China Slowdown to Drag on Containerboards

China’s containerboard manufacturers may continue to see some upside in net profit per tonne, but we believe growth will be much slower this year.

China / Real Estate

2017 Starts with Fewer Launches

January 10, 2017
2017 Starts with Fewer Launches

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.

Indonesia / Consumer Goods

New Broiler Regulations: Limited Impact

January 09, 2017
New Broiler Regulations: Limited Impact

We see limited impact from the new regulations issued by Indonesia’s Ministry of Agriculture on the supply, distribution and supervision of live broilers.

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.

China / Equities

A Star Wars Take on Critical Factors

January 06, 2017
A Star Wars Take on Critical Factors

After the declining assets under management and trading volumes of 2016, we hope our China/Hong Kong stock and sector picks will be a help in 2017.

Southeast Asia / Equities

Sizzling Intra-Regional Opportunities

January 05, 2017
Sizzling Intra-Regional Opportunities

We think the closer integration of Southeast Asian countries will bring about opportunities for investors across the region.

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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Singapore / GDP

Is the Worst Behind Us?

January 16, 2017
Is the Worst Behind Us?

Another strong showing is expected from Singapore’s export performance, and – while there are still risks on the horizon – it seems the worst of the export cycle is probably behind us.

India / GDP

Firm Oil Prices Underpin Imports and Inflation

January 16, 2017
Firm Oil Prices Underpin Imports and Inflation

Higher oil prices propped up India’s December 2016 import growth, and we expect to see an uptick in wholesale price index inflation for the same reason.

South Korea / Inflation

Inflation on Target by Mid-Year

January 16, 2017
Inflation on Target by Mid-Year

The Bank of Korea now expects inflation to converge with its 2% target by mid-2017, but a temporary rise in headline inflation doesn’t mean the central bank will raise rates in response.

Global / Rates

Global Short-Term Rates Rising

January 16, 2017
Global Short-Term Rates Rising

Short-term swap rates across the globe are generally pointing toward tighter monetary policy over the coming three years.

Europe / Rates

ECB Rhetoric Under Watch

January 16, 2017
ECB Rhetoric Under Watch

No fresh measures are expected from the European Central Bank’s Thursday meeting but policy rhetoric will be sifted through to gauge its interpretation of improving data prints.

Global / GDP

The Growth Party

January 16, 2017
The Growth Party

Donald Trump’s protectionist rhetoric stands in contrast to the global integration being proposed by China. Is Trump really willing to walk away from the huge growth opportunity?

Market Movers

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Global / Currencies

Pound Slides

January 16, 2017
Pound Slides

Latest slump follows reports that Theresa May will signal plans to quit EU's single market

Asia / Equities

China Stocks Slip

January 16, 2017
China Stocks Slip

But Japan, Hong Kong markets extend gains

Developed Markets / Equities

US Equities Advance

January 16, 2017
US Equities Advance

Bank quarterly earnings drive US stocks higher

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 / Insights

US Equities Push Higher on Stimulus Hopes

January 09, 2017
US Equities Push Higher on Stimulus Hopes

Expectations for fiscal boost fuels optimism

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

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...

Global / GDP

Q1 Outlook: The Slack Is Gone

December 12, 2016
Q1 Outlook: The Slack Is Gone

The era of extraordinarily low interest rates is probably over. Let’s take a look at what that – and 2017 – holds for our economies and markets.