The currency is among the strongest in Emerging Markets over the past 12 months
A positive outlook for dividends and earnings overshadows threats from the US-China trade spat
Investors are grappling with the Fed’s priorities as it turns to pre-emptive action to avert a slump
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
Asset markets remained resilient despite deteriorating fundaments.
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.
Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?
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.
Rate cuts from Bank of Korea and Bank Indonesia this week add to the policy easing narrative in Asia. We expect the Monetary Authority of Singapore to join the fray later this year.
Policy narrative amongst the developed markets’ central banks has turned on its head in the past 6-8 months.
The Bank of Korea cut rates by 25bps to 1.50% at today’s meeting. We add one more 25bps rate cut into our forecast and expect the benchmark rate to fall further to 1.25% in 4Q.
The IDR has room to strengthen vs the KRW. Asia central banks are going to ease further.
Catalysts for THB appreciation have waned. Indonesia to cut rates today.
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.
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.