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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.
Encouraging rise in traf...
Guangzhou, Foshan, and Zhongshan are reporting more interest from potential home-buyers; we have developers CIFI, Yuzhou, KWG, Yanlord, and Yuexiu on our radar.
Read MoreInsurance funds banned f...
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.
Read MoreEducation sector to re-r...
We have revised our target price to 25-28x FY18 price-to-earnings to reflect the new market views on the sector; Yuhua remains our top pick.
Read More
Economics
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
Read more reports
There were no dcr path found
DBS Asian Insights
Capturing Growth Opportunities in Asia
June 06, 2014
Industry
Encouraging rise in traffic to sales offices
September 20, 2017
Guangzhou, Foshan, and Zhongshan are reporting more interest from potential home-buyers; we have developers CIFI, Yuzhou, KWG, Yanlord, and Yuexiu on our radar.
Insurance funds banned from investing in property
September 20, 2017
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
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
Discover All
- Economics
- Industry
- Equities
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Taiwan and ASEAN: A step closer
September 19, 2017
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Q4 Outlook: Enduring myths
September 07, 2017
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India’s policy dilemma
August 31, 2017
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Indonesia wraps up an eventful August
August 29, 2017
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Singapore to see better quality of growth
August 28, 2017
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Enduring themes in global economic mythology
August 24, 2017
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Assessing Moon’s first 100 days in office
August 17, 2017
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Strong INR raises questions
August 07, 2017
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USD is becoming oversold
August 01, 2017