Investors mull US-China trade talks; Australia releases its budget report
The rupiah sinks to its weakest since 2015, on economic growth concerns
Stocks struggle for direction after Trump scraps Iran nuclear deal
Investors are increasingly buying protection for downside risks
Global investors are seeking cheaper exposures to equities
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication
Neither feast nor famine - that is the frustrating outlook for global equities
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
Economics and Macro Strategy
Over 64 charts, we look at key factors driving the macro outcome in 2019 across the EM-DM landscape and key asset classes.
Despite the prevailing volatile and uncertain environment, a constructive case for Asia in 2019 is beginning to emerge. We flag five reasons why.
Alliance Investment Bank hosted a luncheon session discussing the Malaysian palm oil industry with keynote speaker YB Teresa Kok, followed by a panel discussion and Q&A session.
Three property developments launched for sale will hit the market in November 2018. Depending on further take-up rates, we believe that CDL could start raising prices in the medium term.
On the back of growing demand but limited structural output expansion potential, we see a long-term upside risk to our forecast for CPO prices.
US-listed ETFs showed inflows of $7.1 billion. Equities received $4.2 billion as fixed income had an inflow of $2.9 billion and international equities gained $2.3 billion.
US-listed ETFs had inflows of $5.5 billion with equities receiving $6.0 billion whereas fixed income had outflows of $1.4 billion.
US-listed ETFs had an inflow of $13.7 billion with equities posting inflows of $6.9 billion while fixed income drew in $7.0 billion.
The Hong Kong economy has been hit by a super typhoon and Sino-US trade tensions.
Real GDP growth has slowed to 2.9% YoY in 3Q18 from its robust 4% performance in 1H18. Economic activities halted during super typhoon in September.
China’s exports data in October surprised to the upsside, likely reflecting continued shipment frontloading and strong US demand.
Brexit risks on GBP
Our China Nowcast model shows continued slowing of growth momentum in Asia’s largest economy.
Year-to-date, volatility has outperformed other asset classes. Looking ahead, we expect vols to remain high.
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.