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Developed Markets / Equities

US equities gain strength

August 17, 2017
US equities gain strength

Federal Reserve meeting minutes show concerns over the persistently low inflation

Asia / Equities

Asian shares end mixed

August 17, 2017
Asian shares end mixed

Geopolitical tensions take a backseat; economic data in focus

Global / Currencies

US dollar falls after Fed minutes release

August 17, 2017
US dollar falls after Fed minutes release

Stubbornly low inflation rekindles debate on the timing for future policy moves

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 / Insights

Robust jobs and earnings buoy US equities

August 07, 2017
Robust jobs and earnings buoy US equities

But the rally's sustainability depends on investigations on Capitol Hill, geopolitical uncertainties

Global / Insights

US tech shares suffer new sell-down

July 31, 2017
US tech shares suffer new sell-down

Dampened sentiment pulled S&P 500 lower last week

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

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

Insights and Analysis

  • Economics
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  • Economics
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India / Currencies

Strong INR raises questions

August 07, 2017
Strong INR raises questions

From what’s driving it to what authorities may do. It also poses a headwind for exports and manufacturing growth but we believe other factors can mitigate the impact.

China / Rates

Bond Connect sees solid demand

July 17, 2017
Bond Connect sees solid demand

The Bond Connect programme, which was launched on 3 July, has been seeing solid demand; the RMB16bn bond issue by Agricultural Development Bank of China was ten times oversubscribed

Global / Currencies

Has the EUR peaked?

July 04, 2017
Has the EUR peaked?

The market may be too hasty in expecting the ECB to step up its exit from quantitative easing. We continue to see EUR/USD consolidating within its post-QE range of US$1.04-$1.16.

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.

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 ...

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Asia / GDP

Is 2018 budget too ambitious?

August 17, 2017
Is 2018 budget too ambitious?

Indonesia’s actual revenue target for next year is 20% higher than this year’s projected revenues, and will be hard to achieve given how revenue collection has fared in the past couple of...

Asia / Inflation

Inflation may continue to disappoint

August 17, 2017
Inflation may continue to disappoint

The Bank of Japan expects inflation to rear its head in 2H17, but we suspect it may fall short of the central bank’s expectations, and that quantitative easing is here to stay.

Asia / GDP

Track record points to ending the year with a bang

August 15, 2017
Track record points to ending the year with a bang

Singapore’s 2Q17 growth may have been better in quality, but we don’t expect a year-on-year peak until 3Q17.

Global / GDP

Retail on the rise

August 16, 2017
Retail on the rise

July US retail sales data had a huge surprise in store, with headline sales jumping by twice as many ticks as had been expected. And the inflation-adjusted numbers are probably even higher.

Global / Currencies

EUR/USD is still looking to correct lower

August 16, 2017
EUR/USD is still looking to correct lower

The EUR/USD touched a low of US$1.1686 but ended at US$1.1733 on Tuesday. Unless it recovers back above US$1.1780, the EUR/USD is set to correct lower.

Global / GDP

Broad-based pullback in industrial production

August 16, 2017
Broad-based pullback in industrial production

Eurozone industrial growth moderated in June, a payback from May figures. Nonetheless, 2Q17 performance was an improvement over both 1Q17 and FY16.

Featured Publications

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 ...

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.