India currently enjoys an ideal mix of political stability, a credible central bank, and a reform-centric focus. Time is ‘RIPE’ for growth to climb out of the current slowdown.
Market participants are keen to find some room to breathe, but recent movement in gold and oil shows that risk aversion may have bottomed and is primed for a spike.
Growth has continued to slow while inflation has been weaker than expected. This makes for a dovish monetary policy stance ahead.
Loss in value along Huawei’s value chain expected to trigger capacity under-utilisation of relevant sub-segments and components.
MAS proposal to increase gearing limit for S-REITs could bode well for sector and help S-REITs fund value accretive acquisitions.
While investments in renewable energy capacity is on the rise in most Asia-Pacific markets, is it all smooth sailing?
Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.
While the notion that Fed rate cuts tend to support the equity market is true, we believe the types of rate cuts need to be differentiated as equity markets respond differently.
Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.
Conditions are aligned for Bank Indonesia to embark on an easing cycle, with a cut likely to come as soon as Thursday. We think that BI could cut by 25bps in 2019 and 50bps in 2020.
The absence of fresh pro-consumption measures in the Budget surprised, but investments received a push via foreign capital.
Real GDP growth eased to 6.2% in 2Q19 from 6.4% YoY in 1Q19
The Bank of Korea will pave the ground for a rate cut in August. Fed cut expectations have not offset the weaknesses in its largest components, the euro and the British pound.
With much of Developed Markets bonds sinking deeper into negative yields territory, global investors could increase allocations to higher and positive-yielding Asian government bonds.
SGD liquidity is tight, but not as tight as in June.
Short sellers are taking profits
Health Care is the third-best-performing industry month-to-date
Powell’s latest remarks continue to support the case to lower rates when the Fed meets in two weeks
Investors are increasingly buying protection for downside risks
Global investors are seeking cheaper exposures to equities
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
DBS CIO Hou Wey Fook shares how the barbell strategy outperforms in volatile times
DBS CIO Hou Wey Fook discusses if it is the start of a bear market for equities, how to maximise risk-return, and new investment themes
The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.