Brace for further market volatility as geopolitical uncertainties ratchet up
Global equities continue to grind sideways amid policy and political uncertainties
Most markets had drifted sideways but US and European equities popped above the range
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
DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.
DBS Chief Investment Officer Lim Say Boon discusses how global equities will fare outside the US
With the recovery in its eighth year, the Fed won’t waste any time in raising rates. Best expect one hike per quarter until early-2019 with the risk that the Fed has to up the pace before then.
With the fastest growing economy in the region, Bangko Sentral ng Pilipinas has the scope to start and lead rate hikes in the region over the next few years.
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.
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.
Overall, successive cooling measures and spiralling home prices have led to a further deterioration of fundamentals in the residential market, whose current cycle is on its last legs. We expect the r...
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...
The risks of steepening in the JGB curve has become more significant, but this would be contingent on how inflation plays out over the medium term.
The latest batch of data reinforces our view that the China’s economy is losing some momentum as lending costs rise and the housing market cools. All things considered, the slowdown in the Chin...
Bank of Korea Governor Lee Ju-yeol has clarified in new comments that monetary policy tightening is not imminent. We expect a gradual approach to normalisation in the coming quarters.
After Wednesday’s post-FOMC rebound in the DXY, market participants may start to question if they had been too bearish on the USD and too dovish on the Fed.
The Fed delivered the third hike in three quarters and kept the median Fed funds rate forecasts unchanged for 2017 (three hikes) and 2018 (three hikes). But the market appears to have little confiden...
We remain mindful that more Fed officials have started referring to the rate hike stance as steady, not just gradual. They appear to be paving the way to start unwinding the balance sheet by year-end
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.
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...
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...