MarketMovers

2Q18: Mind the Bends
MarketMovers

2018: The Bull Ain't Done
MarketMovers

US debt ceiling, tax reform take centre stage
MarketMovers

Risk assets: Shaken, but not stirred
Insights

India’s RBI committee bites the bullet, hikes policy rate
Insights

Macro Strategy: Does the market care about Kim-Trump summit?
Insights

Hong Kong Hotels: Time to Check In
Insights

Divestments and M&As to Accelerate in 2018
Economics

This Week: G3 central bank meetings & China data
Economics

Understanding China: A long-term “competitiveness” strategy
Economics

Weekly: The case for a less fragile Asia
Economics

Economics & Macro Strategy
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Global / Economics & Strategy

Research Library
June 18, 2018
Research Library

Research Library

Global / GDP

Weekly: World Cup, Economies, and Markets
June 14, 2018
Weekly: World Cup, Economies, and Markets

Our top-two picks for the World Cup are Germany and Brazil. Top ranking in football is the playground of middle- and upper-income economies. When ranking falls below 50, income and performance link f...

South Korea / GDP

Kim-Trump Summit: no surprises, no disappointment
June 13, 2018
Kim-Trump Summit: no surprises, no disappointment

The results of the Kim-Trump Summit on 12 June were in line with expectations. A general statement on de-escalation was signed, but details were lacking. A long negotiation process still lies ahead a...

Singapore / Real Estate

Orchard Road home prices to hit S$4,000 psf?
June 14, 2018
Orchard Road home prices to hit S$4,000 psf?

Assuming a 10% balcony bonus, the break-even levels for Shun Tak’s prime residential sites are c.S$3000 psf.This implies that these projects could potentially be launched at S$4,000 psf.

Singapore / Real Estate

Wingtai-Keppel Land goes head-to-head with Oxley in Distric...
June 05, 2018
Wingtai-Keppel Land goes head-to-head with Oxley in District 19

Affinity at Serangoon and The Garden Residences were launched for sale over the weekend in District 19. As the build-up to the launch was widely anticipated, both have decent sales to date.

China / Real Estate

Intensified concerns on credit environment
May 30, 2018
Intensified concerns on credit environment

The recent suspension of Country Garden’s issuance of Panda bonds intensified market concerns on onshore liquidity. Concerns on the credit environment may dampen sentiment towards the sector as well.

Global / Equities

Weekly Global ETF commentary
June 11, 2018
Weekly Global ETF commentary

All the ETF sectors that mostly gained were led by consumer discretionary sector (XLY), financial (XLF), aerospace and defence (XAR), Industrials (XLI) and technology (XLK)

Global / Equities

Weekly Global ETF Commentary
June 04, 2018
Weekly Global ETF Commentary

U.S.-listed ETFs continue to attract net inflows of $4,451.01 million during the last week of May. The U.S. ETF marketplace closed at $3,574.98 billion in total AUM.

Global / Equities

Weekly Global ETF Commentary
May 21, 2018
Weekly Global ETF Commentary

Despite strong earnings reports, investors remained cautious on the back of the rise in Treasury yields, U.S.-China trade talks and geopolitical risks. However, U.S.-listed ETFs continue to attract s...

Economics Daily

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Hong Kong / Rates

The Hibor overshoot
June 18, 2018
The Hibor overshoot

Tighter HKD liquidity is expected as G3 central banks pull back on stimuli.

Singapore / Rates

SGS: RV vs IRS
May 31, 2018
SGS: RV vs IRS

SGS are cheap compared to swaps.

Singapore / Rates

SGS : How rich is the 5Y?
May 15, 2018
SGS : How rich is the 5Y?

The 5Y tenor of the SGS curve has been rich since the 2008/09 crisis

Global / GDP

This Week: Prospect of 2nd BSP hike
June 18, 2018
This Week: Prospect of 2nd BSP hike

The central banks of Taiwan and Thailand are expected to keep rates on hold while Philippines’ Bangko Sentral ng Philipinas could hike 25bps in decisions this week.

US / FX

Macro Strategy
June 18, 2018
Macro Strategy

Expect USD to go higher on worsening trade tensions

Global / Rates

India's bond blues; USD gathers momentum
May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Market Movers

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Asia / Equities

Most Asia benchmarks rise
May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day
May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed
May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

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

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

Global / Equities

The markets needed a correction; they will get it
May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

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...

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