DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...
A sharp rise in FY18 trade deficit and a record external debt stock have brought India’s financing risks back on the radar.
China’s real GDP growth came in at 6.8% in 1Q18, with consumption playing an important role in supporting domestic demand. Based on our Nowcasting model, China’s real GDP may grow 6.8% in...
The development activity in the Kau To area signals that it will become a major source of luxury home supply in the New Territories in the next couple of years.
With the possibility of further exclusions, the impact of the new metal tariffs by the US on the global steel market should be smaller than estimated.
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.
Global stock markets closed higher after a choppy trading week, with US-listed ETFs gaining inflows. For more, check out our Weekly Global ETF Commentary.
Regardless of headlines, volatility, and trade barbs, we think it is too early to suggest that we are approaching a recession or the end of the bull markets.
The five most valuable tech stocks have lost about US$280bn in stock market value in the past two weeks even as markets rebounded. For more, check out our Weekly Global ETF Commentary.
As per our Nowcasting model, China’s real GDP grew by over 7% in 1Q. But ingredients for a slowdown in 2Q are in place, given the soft March figures.
In a surprising move, India’s central bank took a very dovish view on the inflation path for the year while keeping benchmark rates unchanged on Thursday.
The repercussions on Taiwan, a main supplier of electronic components to China, should be smaller than initially feared. We will be watching this space.
The rally in the British pound, the best performer this year, is starting to show signs of fatigue. Meanwhile, Indian 10Y bonds are retaining recent losses. For more on currencies and rates, check ou...
Concerns over the results of the Italian elections, a potential trade war with the US, and the strength of the Euro could keep investors on edge this week.
The big 3% looms for 10Y US Treasurys – seen by many as a key technical resistance level that is unlikely to be breached. However, we prefer to view 3% as a neutral level for 10Y yields.
Technology shares came under pressure from trade and earnings concerns
Materials stocks rally in China, Australia
It would be for the first time since the Swiss National Bank removed its cap on the currency
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
The Chief Investment Office brings you the investment outlook and strategy for 2018
The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication
Neither feast nor famine - that is the frustrating outlook for global equities
With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.
We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...
With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...