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

Indonesia / GDP

Indonesia in 2018/19: Higher gear?...

November 20, 2017

The Indonesian economy may expand at a quicker pace next year and in 2019, thanks to favourable domestic tailwinds and potentially positive external factors; investors should find Indonesian bonds an...

Key summary points
  • Afflicted by the hangover from the commodity crash, Indonesia seems to be stuck in a 5% trajectory
  • We expect GDP growth of 5.3% and 5.4% in 2018 and 2019, as investments continue to recover
  • BI may start hiking rates at the end of 2018, given the anticipated strengthening of the USD
  • We expect a modest depreciation path for the rupiah towards 14,200 in the next two years
  • Equity market volatility has fallen and long-term funds should find the market attractive

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DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Asia

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.

Singapore / Real Estate

Singapore Property: More (land)-bank for buck

November 10, 2017
Singapore

As market indicators point to a recovery in property prices from 2018, we expect more developers to bid for land more aggressively. We also look at potential collective-sale projects and the players ...

Equity Strategies

Global / Equities

Another week of record inflows into ETFs...

November 20, 2017

Despite the choppiness witnessed in US equities, exchange-traded funds (ETFs) logged another week of record inflows. For more on ETFs, check out or Weekly Global ETF Commentary.

Key summary points
  • US-listed ETFs posted net inflows of US$5,365.84m, pushing YTD net inflows to US$396.61b
  • The US ETF marketplace closed at US$3,274.01b in total assets under management
  • US equity ETFs led the inflows with weekly net inflows of US$3,683.99m
  • International equity ETFs followed by registering weekly net inflows of US$1,626.42m

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