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Developed Markets / Equities

US stocks fall

December 15, 2017
US stocks fall

Concern mounts that the tax overhaul package may struggle to pass the Senate

Asia / Equities

Asia indices decline

December 15, 2017
Asia indices decline

Only Taiwan bucks the trend with a higher close

Global / Currencies

USD little changed

December 15, 2017
USD little changed

But the greenback remains under pressure

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

2018: The Bull Ain't Done

December 15, 2017
2018: The Bull Ain't Done

The Chief Investment Office brings you the investment outlook and strategy for 2018

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

Insights and Analysis

  • Economics
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  • Economics
  • Industry
Hong Kong / Rates

Interest rates may leapfrog further

December 18, 2017
Interest rates may leapfrog further

While we expect Hong Kong’s prime lending rate to reach 5.75% by end-2018, in anticipation of three more hikes by the US Fed next year, the potential repercussion on the housing market is likely to b...

Global / GDP

Weekly Wrap: Rising rates

December 15, 2017
Weekly Wrap: Rising rates

Economic data and market action in China, India, and the US this week were instructive, revealing the underlying forces of normalisation. With growth and trade going strength to strength globally, mo...

India / Rates

India: Bond blues are likely to persist

December 15, 2017
India: Bond blues are likely to persist

In the immediate term, much of the negativity has been priced in. Factoring in the recent sell-off and the likelihood of a weaker macro profile, we see reason to be cautious, nudging up our yield for...

Hong Kong / Consumer Services

Hong Kong Hotels: Time to check in

December 05, 2017
Hong Kong Hotels: Time to check in

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...

China / Consumer Goods

China Dairy: Downstream is key

November 30, 2017
China Dairy: Downstream is key

China dairies in the downstream segment that have exposure to fast-growing product lines will be leading the industry’s growth. In this deep dive, we look at the industry’s dynamics, potential M&A ac...

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.

Economics Daily

  • Asia
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  • Asia
  • Global
Asia / GDP

This Week: Eye on trade, CPI, and central banks

December 18, 2017
This Week: Eye on trade, CPI, and central banks

We’ll be focusing on the trade data from four Asian economies, CPI in Hong and Malaysia, as well as moves by the central banks of Japan, Taiwan, and Thailand.

China / Rates

PBOC rate hike portends continued modest tightening in 2018

December 15, 2017
PBOC rate hike portends continued modest tightening in 2018

We see the latest rate hike by China’s central bank as a tactic to safeguard the stability of the CNY as the Fed will likely hike rates three times – 25bps each – in 2018.

India / Inflation

India’s inflation tests past 4% target; production softens

December 13, 2017
India’s inflation tests past 4% target; production softens

India’s CPI inflation rose to a 15-month high of 4.9% in November; incoming data suggests December’s reading will surge past 5% vs the central bank’s target of 4%. The central bank will be cautious o...

Global / Currencies

The Fed hikes rates and sees an extended ‘Goldilocks’ perio

December 14, 2017
The Fed hikes rates and sees an extended ‘Goldilocks’ period

In lowering its forecasts for inflation and raising its outlook for US GDP growth, the Federal Reserve is flagging that it expects an extended ‘Goldilocks’ period, which should be well taken by Asian...

US / Rates

Steady FOMC

December 14, 2017
Steady FOMC

The US has made an impressively smooth recovery from the depths of the 2008/09 crisis, thanks to the Federal Reserve’s steady hand. We don’t expect the Fed to change its tone or direction appreciably...

Europe / GDP

Political risk returns

November 20, 2017
Political risk returns

Eurozone political concerns are back on the radar after German Chancellor Angela Merkel’s attempts to form a new government with a ‘Jamaica coalition’ failed; the EUR notched the biggest intraday dro...

Featured Publications

Hong Kong / Consumer Services

Hong Kong Hotels: Time to check in

December 05, 2017
Hong Kong Hotels: Time to check in

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...

China / Consumer Goods

China Dairy: Downstream is key

November 30, 2017
China Dairy: Downstream is key

China dairies in the downstream segment that have exposure to fast-growing product lines will be leading the industry’s growth. In this deep dive, we look at the industry’s dynamics, potential M&A ac...

Asia / Technology

Data Centre & Cloud: Divestments and M&As to accelerate in ...

November 10, 2017
Data Centre & Cloud: Divestments and M&As to accelerate in 2018

Our analysis of data centres across the region shows that Indonesia offers the best return on invested capital; telcos however can unlock the true value of their data-centre assets by divesting them.