Insights and Analysis

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Global / Insights

Economics, Currencies & Rates Research

February 23, 2018
Economics, Currencies & Rates Research

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...

Global / Rates

Monthly: A welcome correction

February 23, 2018
Monthly: A welcome correction

While the recent rise in volatility was inevitable, we need to be mindful of potential pitfalls. We examine the impact of rising rates and a stronger greenback, as well as the implications of a Petro...

Singapore / GDP

Budget 2018: Enhancing sustainability

February 20, 2018
Budget 2018: Enhancing sustainability

Besides maintaining a prudent approach to reallocating resources to the various segments of the economy, Budget 2018 has also struck the right note in balancing Singapore’s present and future needs.

China / Real Estate

New loans come in above expectations

February 14, 2018
New loans come in above expectations

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.

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

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.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

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...

Global / Equities

Wall Street stages comeback; equity ETFs still face redempt...

February 19, 2018
Wall Street stages comeback; equity ETFs still face redemptions

Despite the recovery from the recent sell-off, equity ETFs continued to face net redemptions. For more, check out our Weekly Global ETF Commentary.

Global / Equities

Equity ETFs take a beating

February 12, 2018
Equity ETFs take a beating

Equity exchange-traded funds (ETFs) suffered particularly heavy withdrawals of US$20,947.18mn amid an intense bout of volatility last week. Check out our Weekly Global ETF Commentary for more.

Global / Equities

Global markets saw worst week since June 2016

February 05, 2018
Global markets saw worst week since June 2016

Solid wage growth has reignited worries that the Federal Reserve would raise rates faster than expected. For more, check out or Weekly Global ETF Commentary.

Economics Daily

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Hong Kong / Rates

Déjà vu for HKD rates?

February 23, 2018
Déjà vu for HKD rates?

Short-term Hong Kong dollar rates could be in for déjà vu if the Hong Kong Monetary Authority expands bill issuances ahead of a likely Federal Reserve hike in March.

Singapore / Rates

Duration overhang

February 21, 2018
Duration overhang

Longer-term Singapore Government Securities are likely to be weighed down by supply overhang even if some relative value is starting to emerge.

Malaysia / GDP

Malaysia: Another stunning performance

February 14, 2018
Malaysia: Another stunning performance

The economy grew 5.9% YoY in 4Q17 despite a high base in 2016. We expect GDP growth to moderate to 5.0% in 2018 given a normalisation in global economic conditions.

Global / Currencies

Fed minutes push up yields and the dollar

February 22, 2018
Fed minutes push up yields and the dollar

More bullish than expected, the minutes of the previous Fed meeting pushed the 10Y yield to 2.95% and helped the greenback extend its recovery. For more on currencies and rates, check out our Overnig...

Global / GDP

This Week: Inflation data out of HK, Singapore, Japan

February 19, 2018
This Week: Inflation data out of HK, Singapore, Japan

Inflation is likely to have remained stable in both Hong Kong and Singapore but crept up in Japan.

US / Rates

US Yields: The big 3%

February 12, 2018
US Yields: The big 3%

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.

Market Movers

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Developed Markets / Equities

US stocks eke out a gain

February 23, 2018
US stocks eke out a gain

They halt a two-day slide, but erase an advance that topped 1%

Global / Currencies

The dollar dips

February 23, 2018
The dollar dips

The euro posts its largest advance in a week

Asia / Equities

Asia markets end mixed

February 23, 2018
Asia markets end mixed

China stocks ring in the Year of the Dog with a bang

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

2018: The Bull Ain't Done

December 15, 2017
2018: The Bull Ain't Done

The Chief Investment Office brings you the investment outlook and strategy for 2018

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Global / Outlook

3Q17: Desperately seeking value

June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

Featured Publications

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

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.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

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...

Hong Kong / Consumer Services

Hong Kong Hotels: Time to check in

December 05, 2017
Hong Kong Hotels: Time to check in

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...