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Developed Markets / Equities

US equities close at records

October 19, 2017
US equities close at records

The Dow posts its biggest gain in five weeks as corporate earnings beat estimates

Asia / Equities

Asian stocks mixed

October 19, 2017
Asian stocks mixed

China kicks off its twice-a-decade Communist Party Congress

Global / Currencies

The dollar slips

October 19, 2017
The dollar slips

Traders adjust positions while seeking fresh drivers

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

Insights and Analysis

  • Economics
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  • Economics
  • Industry
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India / GDP

Reserves accumulation to moderate

October 17, 2017
Reserves accumulation to moderate

While the pace of reserves accumulation in India will moderate, the current stock should be sufficient to cushion India against external vulnerabilities.

Global / GDP

Ignoring geopolitics could be hazardous to the markets’ hea...

October 16, 2017
Ignoring geopolitics could be hazardous to the markets’ health

The current dynamic of modest growth, low inflation, and easy liquidity has made investors so comfortable that they are hardly pricing in political risks; we think such complacency, in the presence o...

Singapore / GDP

Neutral policy to continue despite strong growth

October 13, 2017
Neutral policy to continue despite strong growth

Thanks to benign inflation, the Monetary Authority of Singapore is keeping its policy stance unchanged even as the economy improves.

China / Real Estate

Guangzhou expands housing provident fund programme

October 17, 2017
Guangzhou expands housing provident fund programme

Now, self-employed individuals and foreigners can also participate in this programme to enjoy relatively low mortgage rates.

China / Industrials

One Belt, One Road: Moving faster than expected

September 27, 2017
One Belt, One Road: Moving faster than expected

The One Belt, One Road initiative is a novel concept, integrating the goals of foreign policies with economic imperatives. We take a look at the wide-ranging impact that this programme will have on c...

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

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 / Equities

Preferring emerging markets to developed ones

October 17, 2017
Preferring emerging markets to developed ones

We think that a weak USD, low bond yields, cheaper valuations in emerging markets, stronger growth of China, and higher commodity prices will support emerging market assets.

Global / Equities

Global indices chart multi-year highs

October 16, 2017
Global indices chart multi-year highs

US-listed ETFs had the strongest weekly inflows since June as global markets reached record highs.

Global / Equities

Markets hit new highs as nine-year rally powers on

October 09, 2017
Markets hit new highs as nine-year rally powers on

US-listed ETFs had the strongest weekly inflows since June as global markets reached record highs.

Economics Daily

  • Asia
  • Global
  • Asia
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India / Rates

RBI takes a long view

October 19, 2017
RBI takes a long view

The Reserve Bank of India’s caution with respect to easing rates is another sign that the central bank views the current slowdown as more cyclical than structural.

China / GDP

China-US trade soars in face of Trump

October 19, 2017
China-US trade soars in face of Trump

Despite US President Donald Trump’s posturing, Chinese exports to the US have hit an all-time high; data which stands out as we see across-the-board moderation in China’s economic activities.

South Korea / Rates

BOK hike expectations now tracking Fed

October 17, 2017
BOK hike expectations now tracking Fed

The KRW swap curve is now pricing in three hikes over the next three years, roughly matching expectations for the US Federal Reserve.

Global / Rates

Emerging market bonds will hold up better

October 19, 2017
Emerging market bonds will hold up better

The divergent monetary policy outlook between the G10 and the emerging markets suggests that emerging market government bonds are likely to hold up better.

Global / Currencies

Elections and Brexit shine spotlight on yen, pound

October 19, 2017
Elections and Brexit shine spotlight on yen, pound

USD/JPY closed at its highest level since 13 July while the GBP is torn between deadlocked Brexit negotiations and expectations of hikes by the Bank of England.

Global / Currencies

The EUR is slowly losing ground; SGD is hurt by disappointi...

October 17, 2017
The EUR is slowly losing ground; SGD is hurt by disappointing exports

The EUR retreated against the USD for the third straight session; meanwhile, the post-GDP euphoria in the SGD did not last after non-oil domestic exports came in at -1.1% y-o-y in September.

Featured Publications

China / Industrials

One Belt, One Road: Moving faster than expected

September 27, 2017
One Belt, One Road: Moving faster than expected

The One Belt, One Road initiative is a novel concept, integrating the goals of foreign policies with economic imperatives. We take a look at the wide-ranging impact that this programme will have on c...

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

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 / GDP

Q4 Outlook: Enduring myths

September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.