Insights and Analysis

In-depth and broad analysis of major developments in Asia’s economic activity, policy, equity, property and currency markets and what they mean for our clients.

Economics

India / GDP

Quick fixes threaten macro-stability...

September 20, 2017

As India’s growth slows, the market is likely to crank up calls for stimulus. But we think that the costs of targeting faster growth via fiscal or monetary policy are likely to outweigh the benefits.

Key summary points
  • Soft April-June growth numbers belie expectations for a return to over 7% growth in FY17/18
  • Calls to support growth via fiscal/monetary policy and a competitive exchange rate likely to rise
  • But there is little room to up spending without undermining the progress in fiscal consolidation
  • Monetary policy will be constrained by inflation amid preference for stable rather than weaker rupee
  • Overall, the costs of targeting higher growth with stimulus are likely to outweigh the benefits

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Real Estate

Encouraging rise in traffic to sales offices

September 20, 2017
China

Guangzhou, Foshan, and Zhongshan are reporting more interest from potential home-buyers; we have developers CIFI, Yuzhou, KWG, Yanlord, and Yuexiu on our radar.

China / Real Estate

Insurance funds banned from investing in property

September 20, 2017
China

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.

Equity Strategies

Hong Kong / Equities

Time to take some chips off the table?...

September 19, 2017

We are seeing some signs that the Hong Kong market is losing steam, and some risks are growing. Investors should take profit in automakers and Chinese consumer stocks.

Key summary points
  • Hang Seng Index: end-2017 target at 29,200, 12,400 for Hang Seng China Enterprises
  • Better take profit in automakers and Chinese consumer sector
  • Sectors we still like: Chinese banks, oil, IT and software, materials, and railway & construction
  • We also include two Hong Kong property plays and a paper-maker in our top pick list

Read more reports

There were no dcr path found

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