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.

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DBS BusinessCare: 400 821 8881

Get in touch

DBS BusinessCare: 400 821 8881

Economics

India / GDP

Quick fixes threaten macro-stability...

September 20, 2017

As India’s growth slows, the market is likely to crank up calls for stimulus. But we think that the costs of targeting faster growth via fiscal or monetary policy are likely to outweigh the benefits.

Key summary points
  • Soft April-June growth numbers belie expectations for a return to over 7% growth in FY17/18
  • Calls to support growth via fiscal/monetary policy and a competitive exchange rate likely to rise
  • But there is little room to up spending without undermining the progress in fiscal consolidation
  • Monetary policy will be constrained by inflation amid preference for stable rather than weaker rupee
  • Overall, the costs of targeting higher growth with stimulus are likely to outweigh the benefits

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Global / Oil and Gas

Oil price: Rebalancing underway

August 25, 2017
Global

We have lowered our 2017 Brent crude oil price forecast by US$5 per barrel due to higher-than-expected US shale production. But we remain positive on rebalancing in 2H17 and into 2018.

Equity Strategies

Global / Equities

Not all ETFs are thriving...

September 18, 2017

Exchange-traded funds (ETFs) are gathering assets at a record pace but not all are thriving, with a record 42 ETFs scheduled to close in September. For more, see our Weekly Global ETF Commentary.

Key summary points
  • Only 20 ETFs with a median expense ratio of 0.07% took in half of US$250b in new assets through 1H17
  • Only 10 ETFs garnered half of all inflows in the month of August
  • US-listed ETFs registered strong weekly net inflows during the past week
  • For the week ended 14 September, US-listed ETFs posted US$11,565.80m net inflows

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There were no dcr path found

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