The People’s Bank of China has seen enough depreciation
Three of their tech favourites have taken a beating due to the China-US impasse
The world’s two largest economies harden their trade-war stance
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 shares how the barbell strategy outperforms in volatile times
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
Trade war’s impact will be unevenly distributed in local China. Disruption is expected to be more pronounced in the coastal regions that rely heavily on trade.
Election-related uncertainty and a liquidity shortage that began last year are keeping debt investors on tenterhooks. India’s bonds also face demand-supply constraints this year.
We examine what it would take before the Fed cuts rates.
Hotel occupancy in Hong Kong continues to rise despite growth in room supplies as visitation numbers from Mainland Chinese tourist show no signs of abating.
Recent bids by developers for Sims Drive and Middle Road sites suggest expectations for moderate price appreciation with buffers of more than 10% to recent transacted prices.
Profitability of automakers potentially affected with new subsidy scheme rolled out by Chinese government to encourage innovation amongst local manufacturers.
Trade war is intensifying and broadening, and regional currencies are facing the brunt of the rise in uncertainty and downside risks.
Staying on for a second term with an emphatic majority underscores policy continuity and stable political environment for the next five years.
The European parliamentary elections are due between May 23 to 26th. Eurosceptic parties are expected to expand their footprint, which will put austerity and integration policies at risk.
Euro and pound beset by political uncertainties
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.