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Developed Markets / Equities

US stocks fall on tech selloff

April 23, 2018
US stocks fall on tech selloff

Renewed selling in technology shares overshadows what has so far been a solid earnings season

Asia / Equities

Asia stocks slump

April 23, 2018
Asia stocks slump

Chipmakers' rout widens after TSMC ignites smartphone fears

Global / Currencies

The US dollar rises, sterling falls

April 23, 2018
The US dollar rises, sterling falls

Inflation and interest-rate hike expectations dominate focus on both sides of the Atlantic

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

Insights and Analysis

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Europe / GDP

Eurozone growth hits a speed-bump

April 23, 2018
Eurozone growth hits a speed-bump

After achieving the best growth in a decade last year, the Eurozone economy is off to a softer start in 2018; this affirms our expectations that policy withdrawal will be calibrated and no rate hike ...

Global / Insights

Economics, Currencies & Rates Research

April 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

Notes from Washington; hawkish all around

April 23, 2018
Notes from Washington; hawkish all around

While most do not expect a major spike in inflation, it is increasingly clear from the Fed’s communication that Fed governors will not wait for actual inflation prints to surprise on the upside befor...

China / Real Estate

Emerging supply in the Kau To area

March 09, 2018
Emerging supply in the Kau To area

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.

Asia / Basic Materials

Impact of metal tariffs smaller than expected?

March 09, 2018
Impact of metal tariffs smaller than expected?

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.

China / Real Estate

Stability remains the key agenda

March 07, 2018
Stability remains the key agenda

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 / Equities

Jump in yields keeps lid on gains

April 23, 2018
Jump in yields keeps lid on gains

While earnings were the primary driver of risk appetite earlier in the week, investors grew concerned about a jump in bond yields that reflected rising inflation expectations. For more, check out our...

Global / Equities

Stocks gain despite geopolitical risks

April 16, 2018
Stocks gain despite geopolitical risks

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.

Global / Equities

Embrace today’s problems with enthusiasm

April 11, 2018
Embrace today’s problems with enthusiasm

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.

Economics Daily

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India / Rates

Indian policy rates maintain a steady course

April 05, 2018
Indian policy rates maintain a steady course

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.

Taiwan / GDP

Taiwan largely spared from US tariffs on China

April 04, 2018
Taiwan largely spared from US tariffs on China

The repercussions on Taiwan, a main supplier of electronic components to China, should be smaller than initially feared. We will be watching this space.

Singapore / Rates

SGD liquidity is tighter than it appears

April 03, 2018
SGD liquidity is tighter than it appears

Pre-occupation with SGD strength from a potential MAS steepening has distracted the market from tighter SGD liquidity.

Global / Currencies

US dollar higher on bear-steepener in US Treasurys

April 23, 2018
US dollar higher on bear-steepener in US Treasurys

Markets have grown accustomed to a persistently flattening US Treasury curve and thus were understandably confounded when the curve bear-steepened in the latter half of last week. For more on currenc...

Global / GDP

This Week: Eye on ECB and BOJ

April 23, 2018
This Week: Eye on ECB and BOJ

The ECB and the BOJ are expected to stick to their accommodative monetary policies, given benign inflation and stable growth.

Europe / GDP

Eurozone politics, US tariffs, and the ECB

March 05, 2018
Eurozone politics, US tariffs, and the ECB

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.

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...