Insights and Analysis

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India / GDP

Fiscal Discipline to Remain Priority

January 12, 2017
Fiscal Discipline to Remain Priority

India’s government is expected to adhere to its fiscal roadmap as it tables its 2017/18 budget next month, despite the drag on growth arising from the demonetisation initiative.

Indonesia / GDP

Impact of a Trump Tenure

January 03, 2017
Impact of a Trump Tenure

While Donald Trump’s “America First” policy means that the world’s largest economy would start turning inward – potentially damaging global trade – he believed his election, along with the UK’s decis...

Global / GDP

2017 Global Macro Outlook

December 15, 2016
2017 Global Macro Outlook

Chief Economist David Carbon looks at 3 big questions for 2017: How much will interest rates rise? How fast will the US grow? How much will Asia suffer?

Global / Oil and Gas

Saudi Arabia Cuts More Than Expected

January 17, 2017
Saudi Arabia Cuts More Than Expected

Our weekly analysis of key developments from the oil and gas sector to aid readers in extracting value from the news flow.

China / Real Estate

2017 Starts with Fewer Launches

January 10, 2017
2017 Starts with Fewer Launches

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier 1 to 3 cities; as well as an overview of the share performance of sector players.

Indonesia / Consumer Goods

New Broiler Regulations: Limited Impact

January 09, 2017
New Broiler Regulations: Limited Impact

We see limited impact from the new regulations issued by Indonesia’s Ministry of Agriculture on the supply, distribution and supervision of live broilers.

Global / Equities

Weekly Global ETF Commentary

January 16, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

January 09, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Southeast Asia / Equities

Sizzling Intra-Regional Opportunities

January 05, 2017
Sizzling Intra-Regional Opportunities

We think the closer integration of Southeast Asian countries will bring about opportunities for investors across the region.

Economics Daily

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Malaysia / Rates

Malaysian Bond Yields Consolidating

January 17, 2017
Malaysian Bond Yields Consolidating

Malaysian Government Securities yields are consolidating after the sharp selloff late last year. Longer-term MGSs are susceptible to a likely further increase in US Treasury yields.

Indonesia / GDP

Loan Growth to Pick Up This Year

January 17, 2017
Loan Growth to Pick Up This Year

Loan growth in Indonesia is likely to come in around 11-12% this year, low when compared to the historical trend. Nonetheless, it still suggests a modest pick-up in the domestic economy.

India / Inflation

Inflation Gauges Converge

January 17, 2017
Inflation Gauges Converge

India’s wholesale price index ticked up to 3.4% on-year in December 2016, to converge with the easing consumer price index.

Global / GDP

Positive on Global Outlook

January 17, 2017
Positive on Global Outlook

Expectations have been high for above-potential growth in the US this year, but it’s not just the US that is shaping up.

Europe / Currencies

Getting Pounded

January 17, 2017
Getting Pounded

British pound bears are betting the British Prime Minister will be unequivocally clear when she lays out her “hard Brexit” plan on Tuesday, sending the currency towards US$1.20.

Global / Rates

Global Short-Term Rates Rising

January 16, 2017
Global Short-Term Rates Rising

Short-term swap rates across the globe are generally pointing toward tighter monetary policy over the coming three years.

Market Movers

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Developed Markets / Equities

European Shares Slide

January 17, 2017
European Shares Slide

Investors await Theresa May's Brexit speech with caution

Global / Currencies

Pound Down 1.11%

January 17, 2017
Pound Down 1.11%

The pound slumps amid Brexit fears, gold rallies

Asia / Equities

Asian Stocks Mostly Lower

January 17, 2017
Asian Stocks Mostly Lower

Shares tumble amid Brexit fears; only Korea bucks trend

Global / Insights

“Trump Trade” Pauses Ahead of Inauguration Day

January 16, 2017
“Trump Trade” Pauses Ahead of Inauguration Day

Risk assets pull back as investors adopt a wait-and-see mode

Global / Clear Call

Trade on Charts, Not Tweets

January 12, 2017
Trade on Charts, Not Tweets

DBS Chief Investment Officer Lim Say Boon discusses how to cut through Trump's "twitter storm"

Global / Insights

US Equities Push Higher on Stimulus Hopes

January 09, 2017
US Equities Push Higher on Stimulus Hopes

Expectations for fiscal boost fuels optimism

Global / Outlook

1Q-2017: All Change - Trump Triggers Inflections

December 23, 2016
1Q-2017: All Change - Trump Triggers Inflections

Donald Trump is the latest disruption to already disrupted markets. DBS Chief Investment Officer Lim Say Boon discusses the implications on risk asset markets

Global / FX Chartist's Diary

Quick Look at USD/CAD

November 11, 2016
Quick Look at USD/CAD

Canada's dollar is a NAFTA currency, but it has been far less volatile than the Mexican Peso

Global / Clear Call

A Nervous New World (Part 1)

November 09, 2016
A Nervous New World (Part 1)

Here's what President Donald Trump means for global economies and markets

Featured Publications

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...

Global / GDP

Q1 Outlook: The Slack Is Gone

December 12, 2016
Q1 Outlook: The Slack Is Gone

The era of extraordinarily low interest rates is probably over. Let’s take a look at what that – and 2017 – holds for our economies and markets.