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Developed Markets / Equities

Wall Street’s record streak continues

October 17, 2017
Wall Street’s record streak continues

Gains in commodities power rallies; pharma stocks pare gains after Trump's pricing comments

Asia / Equities

Asia stocks rise again

October 17, 2017
Asia stocks rise again

Although China equities swing back in the red

Global / Currencies

The dollar rises

October 17, 2017
The dollar rises

Fed chair Yellen's optimism on inflation propels the greenback

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Global / Equities

Video: Desperately seeking value in 3Q17

July 27, 2017
Video: Desperately seeking value in 3Q17

DBS Chief Investment Officer Lim Say Boon discusses the frustrating outlook for global equities

Global / Outlook

3Q17: Desperately seeking value

June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

Insights and Analysis

  • Economics
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  • Economics
  • Industry
India / GDP

Reserves accumulation to moderate

October 17, 2017
Reserves accumulation to moderate

While the pace of reserves accumulation in India will moderate, the current stock should be sufficient to cushion India against external vulnerabilities.

Singapore / GDP

Neutral policy to continue despite strong growth

October 13, 2017
Neutral policy to continue despite strong growth

Thanks to benign inflation, the Monetary Authority of Singapore is keeping its policy stance unchanged even as the economy improves.

Singapore / Rates

Turning defensive

October 02, 2017
Turning defensive

The environment for carry trades has become less conducive as both the USD and Treasury yields rise; we think that Singapore government securities’ swap spreads should widen.

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

China / Real Estate

Shanghai imposes stricter price controls on property

July 25, 2017
Shanghai imposes stricter price controls on property

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.

Thailand / Utilities

Thai Power: Excess Supply Lingers

July 17, 2017
Thai Power: Excess Supply Lingers

Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Asia / GDP

Chinese tourists have ditched South Korea and Taiwan

October 06, 2017
Chinese tourists have ditched South Korea and Taiwan

Geopolitical issues have been at the fore, as tourism in both South Korea and Taiwan takes a hit from the drastically reduced numbers of Chinese tourists.

Asia / Rates

RBI lobs pressure back on to government

October 05, 2017
RBI lobs pressure back on to government

The Reserve Bank of India has held rates steady and reinforced that the bar for a rate cut is high, pushing the onus to support growth back on to the government.

Asia / Inflation

Inflation is ticking higher in the Philippines

October 05, 2017
Inflation is ticking higher in the Philippines

Inflation is likely to have remained steady at 3.1% in September but we are starting to see a slight upward bias. How fast and how much higher inflation will go depends on food prices going forward.

Global / Rates

Treasury yields are higher, but 2Y/10Y segment of curve sti...

October 06, 2017
Treasury yields are higher, but 2Y/10Y segment of curve still flat

The Fed’s dot plot suggests that the long-run rate should be close to 2.75%; shorter-term US Treasury yields have more room to head higher than longer-term ones.

Global / Currencies

The USD has started October on a strong note

October 06, 2017
The USD has started October on a strong note

The greenback has been propped up by the Fed’s plan to hike rates in December and unwind this month, optimism that Trump’s tax-cut plan may be finally back on track, as well as speculatio...

Global / Currencies

Post-RBI relief rally for INR

October 05, 2017
Post-RBI relief rally for INR

The USD/INR, however, stopped short of returning to its 64-65 range seen during April-September, held back by softer growth projections from the central bank.

Featured Publications

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Thailand / Utilities

Thai Power: Excess Supply Lingers

July 17, 2017
Thai Power: Excess Supply Lingers

Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.

China / Consumer Goods

China Pork: A meaty task to meet demand

July 04, 2017
China Pork: A meaty task to meet demand

Rising incomes and urbanisation would drive Chinese consumers towards a diet based more heavily on animal protein. We take a look at the pork industry, which would be enjoying both steady growth and ...