Market Movers

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Developed Markets / Equities

US stocks little changed

June 23, 2017
US stocks little changed

A slump in financial shares offsets gains in health care

Asia / Equities

China and Hong Kong shares end lower

June 23, 2017
China and Hong Kong shares end lower

Taiwan reaches a new high and other regional peers rise

Global / Currencies

Gold rises a second day

June 23, 2017
Gold rises a second day

Safe haven demand drives the precious metal higher

Global / Insights

How much can a bull bear?

June 19, 2017
How much can a bull bear?

Brace for further market volatility as geopolitical uncertainties ratchet up

Global / Insights

Political Risks Rise, Stocks Flat-Line

June 12, 2017
Political Risks Rise, Stocks Flat-Line

Global equities continue to grind sideways amid policy and political uncertainties

Global / Insights

Tedium with a Late Week Bounce

June 05, 2017
Tedium with a Late Week Bounce

Most markets had drifted sideways but US and European equities popped above the range

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

Global / Equities

Have global equities hit stall speed?

May 12, 2017
Have global equities hit stall speed?

DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.

Global / Equities

The NEXT 100 days of the Donald, Part 2

May 08, 2017
The NEXT 100 days of the Donald, Part 2

DBS Chief Investment Officer Lim Say Boon discusses how global equities will fare outside the US

Insights and Analysis

  • Economics
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  • Economics
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US / Rates

A mulish consistency

June 21, 2017
A mulish consistency

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.

Philippines / Rates

Philippines to lead hikes in ASEAN

June 15, 2017
Philippines to lead hikes in ASEAN

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.

Europe / Rates

The European Central Bank is not ready to hike rates

May 23, 2017
The European Central Bank is not ready to hike rates

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.

China / Real Estate

Further tightening of liquidity ahead

June 20, 2017
Further tightening of liquidity ahead

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.

Hong Kong / Real Estate

Are tighter mortgage lending rules effective?

May 29, 2017
Are tighter mortgage lending rules effective?

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...

Southeast Asia / Consumer Goods

What if the EU Were to Stop Importing Palm Oil?

April 17, 2017
What if the EU Were to Stop Importing Palm Oil?

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...

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Japan / Rates

The Japanese bond yield curve faces steepening risks

June 16, 2017
The Japanese bond yield curve faces steepening risks

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.

China / GDP

Investment dips while industrial output, retail sales remai...

June 15, 2017
Investment dips while industrial output, retail sales remain steady

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...

South Korea / Rates

The BOK is not hiking rates just yet

June 14, 2017
The BOK is not hiking rates just yet

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.

US / Currencies

The Fed rescues the USD from dismal US inflation data

June 15, 2017
The Fed rescues the USD from dismal US inflation data

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.

US / Rates

The Fed hikes rates and outlines plans for its balance shee

June 15, 2017
The Fed hikes rates and outlines plans for its balance sheet

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...

US / Rates

Fed to stay the path in normalising monetary policy

June 14, 2017
Fed to stay the path in normalising monetary policy

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

Featured Publications

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.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
Eldercare in China: A Sunrise Industry

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...

China / Technology

The Rise of FinTech in China

December 12, 2016
The Rise of FinTech in China

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...