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Developed Markets / Equities

US stocks push toward all-time highs

May 24, 2017
US stocks push toward all-time highs

Bank shares lead advances amid gains in 10-year Treasury note

Global / Currencies

The dollar climbs

May 24, 2017
The dollar climbs

Investors await fresh drivers ahead of FOMC meeting

Asia / Equities

Asian equities extend gains

May 24, 2017
Asian equities extend gains

But China ends mixed as concerns over tightening policies linger

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Be Alert, Not Alarmed over Geopolitical Risks

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

Global / Insights

This Time, Geopolitics Matter to Markets

April 10, 2017
This Time, Geopolitics Matter to Markets

Any escalation of US-Russia tensions will likely give equities markets the "new driver" they were looking for - to trade lower

Global / Insights

Trump's Popularity Slumps, Stocks Drift

April 03, 2017
Trump's Popularity Slumps, Stocks Drift

Brace for more sideways drift to lower asset prices in coming weeks

Global / Equities

The markets needed a correction; they will get it

May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Global / Equities

Have global equities hit stall speed?

May 12, 2017
Have global equities hit stall speed?

DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.

Global / Equities

The NEXT 100 days of the Donald, Part 2

May 08, 2017
The NEXT 100 days of the Donald, Part 2

DBS Chief Investment Officer Lim Say Boon discusses how global equities will fare outside the US

Insights and Analysis

  • Economics
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  • Economics
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Europe / Rates

The European Central Bank is not ready to hike rates

May 23, 2017
The European Central Bank is not ready to hike rates

The ECB is unlikely to tighten monetary policy quickly; inflation – as well as memories of premature hikes in 2008 and 2011 – will stay their hand.

China / GDP

A reality check for China

May 16, 2017
A reality check for China

While China’s economy is not about to fall off a cliff, measures such as income growth per capita and industrial production are slowing – a result of deleveraging. Careful management of the deleverag...

India / Rates

Is a rate cut in the offing?

May 16, 2017
Is a rate cut in the offing?

The recent path that inflation is taking is at odds with the Reserve Bank of India’s cautious policy stance.

Southeast Asia / Consumer Goods

What if the EU Were to Stop Importing Palm Oil?

April 17, 2017
What if the EU Were to Stop Importing Palm Oil?

Amid talk of a trade spat, we believe there is unlikely to be a complete halt on Indonesian palm oil exports to Europe. However, trade restrictions will have inflationary consequences on prices and c...

China / Real Estate

Home-Selling Curb Imposed in More Cities

April 11, 2017
Home-Selling Curb Imposed in More Cities

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.

Indonesia / Commodities

Lower Margin for Biodiesel Producers

April 05, 2017
Lower Margin for Biodiesel Producers

In a widely expected move, Indonesia’s Crude Palm Oil Fund has revised the formula used to determine the monthly biodiesel purchase price, cutting the margin for biodiesel producers.

Economics Daily

  • Asia
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  • Asia
  • Global
India / GDP

Improved FDI will shield India’s domestic markets

May 24, 2017
Improved FDI will shield India’s domestic markets

Foreign direct investment into India touched a record high US$60b in FY16/17. An increase in such inflows will shield the domestic markets from external uncertainties.

Thailand / Rates

Policy rate to remain at 1.5% for a while

May 24, 2017
Policy rate to remain at 1.5% for a while

Despite having GDP growth which is lagging most of its peers’, Thailand does not see many benefits in trimming its key policy rate any further.

Taiwan / GDP

A moderation in exports is underway

May 23, 2017
A moderation in exports is underway

It now appears clear that Taiwan’s exports-driven recovery has lost some momentum in 2Q. But it is too early to call a turn in the short-term cycle as a rebound remains likely in the later part...

Global / Currencies

FOMC minutes may level playing field between the USD and th...

May 24, 2017
FOMC minutes may level playing field between the USD and the EUR

It remains to be seen if the ECB meeting on 8 June will shift the economic risks to “balanced” from “tilted to the downside”. Compared to the Federal Reserve, the ECB is not y...

Europe / Currencies

EUR/GBP firm ahead of 8 June

May 23, 2017
EUR/GBP firm ahead of 8 June

The EUR/GBP has been firm on expectations for more clues from the ECB on its exit strategy amid new concerns the UK Conservative Party may secure an uninspiring mandate at the elections.

US / GDP

Industrial production will no longer subtract from US GDP g...

May 23, 2017
Industrial production will no longer subtract from US GDP growth

US industrial production has rebounded into the 2-2.5% range after its 2014 collapse, making a bigger difference to the economy than one might think.

Featured Publications

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...

China / Technology

The Rise of FinTech in China

December 12, 2016
The Rise of FinTech in China

While London, New York and Silicon Valley, compete to position themselves as the world's 'FinTech hub', China has leapfrogged ahead to become the undoubted centre of global FinTech i...