The concerns in Macau reflect anxiety about the impact of China’s slowing economy and consumer sentiment
There is an ongoing debate over the outlook for global growth
It has been a month without positioning data
Investors are increasingly buying protection for downside risks
Global investors are seeking cheaper exposures to equities
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
DBS CIO Hou Wey Fook discusses if it is the start of a bear market for equities, how to maximise risk-return, and new investment themes
The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication
DBS Chief Investment Officer Lim Say Boon discusses the frustrating outlook for global equities
Thailand’s trade balance narrowed sharply in 2018.
India’s inflation has eased to the lower end of the RBI’s target range of 2-6%
Asian exports have begun to follow the earlier PMI declines. Further weakness is in the pipeline, in our view. But swings in exports are common, with the last soft patch coming as recently as 2016.
Local developers snapped up land sold by the Hong Kong government for residential or commercial use as China-based developers become less active in land banking in the city.
Large players in industries with the ability to collect and analyse data at distinct advantage to leverage developments in Customer Data Platform (CDP) for successful cross selling.
Property launches started shortly after the New Year in view of strong launch pipeline scheduled for 2019.
#10 Long S-REITS as a defensive play.
#9 Short CNY
China’s real GDP growth fell further to 6.4% YoY in 4Q18 from 6.5% in 3Q18 as expected.
Part of the weakness in regional trade owes to a tech-driven downturn.
Chinese imports from the US have plunged lately, while exports have held up quite well.
#1 Bet on more rate hikes by the Fed
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.