Insights and Analysis

In-depth and broad analysis of major developments in Asia's economic activity, policy, equity, property and currency markets and what they mean for our clients.

Economics

Indonesia / GDP

Indonesia and the ‘Trump’ Factor ...

November 30, 2016

While markets in Asia have been grappling with the uncertainty of the Donald Trump’s administration on the region, Gundy Cahyadi, DBS’ economist covering Indonesia, Southeast Asia’s largest economy, ...

Key summary points
  • The key risk to Asia’s economic prospects in 2017 is not protectionism
  • It is the impact of market volatility caused by inflation in the US
  • Impact of US President-Elect Donald Trump’s policies may not be observable in the next 1-2 years
  • Long-term growth of Indonesia – and Southeast Asia – is on track
  • Economic and political reforms currently planned and in place must be sustained

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DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Real Estate

Watch Out For Overseas Investments

November 30, 2016
China

After rapid growth in their home market, Chinese developers are increasingly looking outward for expansion and higher profits; in this special report, we highlight the companies, countries, and segme...

China / Real Estate

Sentiment Weakens Further Amid Measures

November 29, 2016
China

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.

Equity Strategies

Global / Equities

Weekly Global ETF Commentary...

November 28, 2016

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.

Key summary points
  • Acceleration in trend toward undervalued economically sensitive securities with high cash flows
  • ETFs in financials, healthcare, energy will continue to benefit from the new era under Trump
  • Good time to selectively pick attractive fundamentals of emerging markets as well
  • Brisk inflows into US-listed ETFs last week, though slower than previous two weeks

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