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Global / Insights

Economics, Currencies & Rates Research

May 22, 2018
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

Will the Sino-US trade negotiations hurt South Korea and Ta...

May 22, 2018
Will the Sino-US trade negotiations hurt South Korea and Taiwan?

If China “significantly increases” its purchases of American goods and services, would that crowd out South Korea and Taiwan? The risk is low, in our view, as China imports trade-critical...

Malaysia / Economics

Malaysia: Post election outlook

May 18, 2018
Malaysia: Post election outlook

The Malaysia economy grew 5.4% YoY in 1Q18. Growth has turned out to be less broad-based and the outlook now appears uncertain after factoring in the impact of post-election policy changes.

Global / Basic Materials

Copper and its electrifying future

May 18, 2018
Copper and its electrifying future

Given strong demand growth, we expect a copper shortage over the mid-term; LME copper prices on average will remain above US$7,000 per tonne and gradually rise.

China / Consumer Services

China Pharmaceuticals: A brighter future for fewer players

May 04, 2018
China Pharmaceuticals: A brighter future for fewer players

In this special report, we take a look at China’s pharmaceutical distributors and the industry’s dynamics; the players are poised for a turning point this year.

Asia / Basic Materials

Impact of metal tariffs smaller than expected?

March 09, 2018
Impact of metal tariffs smaller than expected?

With the possibility of further exclusions, the impact of the new metal tariffs by the US on the global steel market should be smaller than estimated.

China / Equities

At least CNY108b fund inflow into Ashare market

May 14, 2018
At least CNY108b fund inflow into Ashare market

A-shares will represent 0.05% and 0.37% of MSCI ACWI and EM index. The amount of passive fund inflow is estimated be CNY108b. The Chinese brokers are likely to benefit most from the rising turnover i...

Global / Equities

A roller-coaster week

May 07, 2018
A roller-coaster week

After a strong month of ETF inflows in April, US-listed ETFs continued to register weekly inflows of US$3,469.54m the past week. For more, check out our Weekly Global ETF Commentary.

Global / Equities

Stocks struggle as yields edge past 3%

April 30, 2018
Stocks struggle as yields edge past 3%

The US stock market struggled for traction as the 10-year US yield touched 3.003% for the first time since January 2014. For more, check out our Weekly Global ETF Commentary.

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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Securities Outlook

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Market Commentary

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Economics Daily

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Singapore / Rates

SGS : How rich is the 5Y?

May 15, 2018
SGS : How rich is the 5Y?

The 5Y tenor of the SGS curve has been rich since the 2008/09 crisis

South Korea / Rates

Korea Treasury Bonds: Outperformance largely done

April 30, 2018
Korea Treasury Bonds: Outperformance largely done

While we think that the outperformance of Korea Treasury Bonds may be largely done, they are still extremely attractive from a USD-hedged perspective.

Hong Kong / Rates

HKD under pressure; Hibor to jump

April 26, 2018
HKD under pressure; Hibor to jump

Amid strong rate-hike expectations, HIBOR-LIBOR spreads have widened to the highest level, last seen in 2008. We think the prime lending rate will jump soon and likely reach 5.75% by end-2018.

Global / Rates

Macro strategy: Compressed term premium

May 22, 2018
Macro strategy: Compressed term premium

As the US market increasingly priced in interest rate risks, implied volatility in swaptions (and term premium) should fall accordingly.

Global / GDP

This week: Upsides to GDP and inflation

May 21, 2018
This week: Upsides to GDP and inflation

First quarter GDP releases for Singapore and Taiwan would see slightly stronger growth while inflation in Hong Kong, Malaysia and Singapore will show a pick-up in price pressure; meanwhile Bank of Ko...

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Market Movers

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Developed Markets / Equities

US puts ‘trade war’ against China on hold

May 21, 2018
US puts ‘trade war’ against China on hold

Mnuchin says US will not impose tariffs on Chinese products for now

Asia / Equities

Asia stocks end mixed

May 21, 2018
Asia stocks end mixed

China, Hong Kong rise as investors hope for positive outcome in Sino-US trade talks

Global / Currencies

The pound wobbles near 2018’s lows

May 21, 2018
The pound wobbles near 2018’s lows

Front-end option volatility in sterling picks up amid increasing political uncertainties

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

2Q18: Mind the Bends

March 27, 2018
2Q18: Mind the Bends

DBS Chief Investment Officer Hou Wey Fook shares how to navigate markets in 2Q18

Global / Outlook

2018: The Bull Ain't Done

December 15, 2017
2018: The Bull Ain't Done

The Chief Investment Office brings you the investment outlook and strategy for 2018

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Featured Publications

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...

Hong Kong / Consumer Services

Hong Kong Hotels: Time to check in

December 05, 2017
Hong Kong Hotels: Time to check in

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...