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Developed Markets / Equities

US stocks, dollar mixed amid policy whirlwind

April 28, 2017
US stocks, dollar mixed amid policy whirlwind

Trump Administration seeks to burnish its record ahead of its 100th day in office

Global / Currencies

The euro see-saws

April 28, 2017
The euro see-saws

The currency eventually closes lower as the ECB signals policy patience

Asia / Equities

Asian stocks hold highs

April 28, 2017
Asian stocks hold highs

Investors pause to assess the latest geopolitical and economic developments

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Be Alert, Not Alarmed over Geopolitical Risks

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

Global / Insights

This Time, Geopolitics Matter to Markets

April 10, 2017
This Time, Geopolitics Matter to Markets

Any escalation of US-Russia tensions will likely give equities markets the "new driver" they were looking for - to trade lower

Global / Insights

Trump’s Popularity Slumps, Stocks Drift

April 03, 2017
Trump’s Popularity Slumps, Stocks Drift

Brace for more sideways drift to lower asset prices in coming weeks

China / Equities

Chinese Equities Could Remain Volatile

April 20, 2017
Chinese Equities Could Remain Volatile

This could carry on until policymakers resolve the conflict between the desire for growth and the need to contain debt, says DBS Chief Investment Officer Lim Say Boon

US / Currencies

Do Trump's Quips Matter for the Dollar?

April 13, 2017
Do Trump's Quips Matter for the Dollar?

You cannot invest on Trump's quirks and quips; he could just as well say something else tomorrow, says DBS Chief Investment Officer Lim Say Boon

Global / Equities

Geopolitics: The Trigger for Correction

April 12, 2017
Geopolitics: The Trigger for Correction

Donald Trump's "mercurial" decision-making style will create geopolitical uncertainties that will weigh on market sentiment, says DBS Chief Investment Officer Lim Say Boon

Insights and Analysis

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Global / Insights

Economics, Currencies & Rates Research

April 25, 2017
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...

Taiwan / GDP

Trump’s Policies and Taiwan, Revisited

April 20, 2017
Trump’s Policies and Taiwan, Revisited

We discuss the implications of US President Donald Trump’s policies for Taiwan in four major topics – trade, investment, government policies, and financial markets.

Indonesia / Currencies

A Stronger Rupiah Is Positive for Indonesia

April 20, 2017
A Stronger Rupiah Is Positive for Indonesia

We believe that a gradual strengthening of the Indonesian rupiah will boost investment; expect Bank Indonesia to continue accommodating a gradual strengthening of the currency.

Indonesia / Commodities

Crude Palm Oil Price May Weaken

April 24, 2017
Crude Palm Oil Price May Weaken

Our crude palm oil price forecasts are under review with a slight downside bias on news that Indonesia’s biodiesel pricing formula revision may be delayed.

China / Real Estate

Selling Prices Trend Down

April 18, 2017
Selling Prices Trend Down

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.

Southeast Asia / Consumer Goods

What if the EU Were to Stop Importing Palm Oil?

April 17, 2017
What if the EU Were to Stop Importing Palm Oil?

Amid talk of a trade spat, we believe there is unlikely to be a complete halt on Indonesian palm oil exports to Europe. However, trade restrictions will have inflationary consequences on prices and c...

Global / Equities

Weekly Global ETF Commentary

April 24, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

April 17, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

April 10, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Economics Daily

  • Asia
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Thailand / GDP

Below-Potential Consumption

April 28, 2017
Below-Potential Consumption

Thailand’s GDP growth is expected to have accelerated in 1Q17, but for growth to return to – and sustain within – the 3.5-4.0% range, we need to see stronger consumption growth.

Japan / Rates

No QE Exit Yet

April 28, 2017
No QE Exit Yet

For the first time in over nine years, Japan’s central bank described the economy as in a moderate “expansion”. But subdued inflation means little chance of a quantitative easing exit for now.

South Korea / GDP

Keeping 2017 GDP Forecast at 2.5%

April 27, 2017
Keeping 2017 GDP Forecast at 2.5%

We currently maintain Korea’s GDP forecast at 2.5% for FY17 as the upside and downside risks to growth appear balanced for the time being.

Europe / Rates

ECB Inches Toward a Balanced Stance

April 28, 2017
ECB Inches Toward a Balanced Stance

Hopes are rising that once the second round of the French poll is over, the European Central Bank’s June meeting will see a more balanced commentary, along with updated economic estimates.

Global / GDP

Sentiment Lags Behind Data

April 28, 2017
Sentiment Lags Behind Data

Sentiment last year was as sour as it comes, belying the fact that there was significant economic recovery over the year before.

Global / Currencies

A Mixed Month Across All Regions

April 28, 2017
A Mixed Month Across All Regions

April was a mixed month for currencies across all regions, with commodity currencies hit hardest while the rally in the INR and MYR caught the market by surprise.

Featured Publications

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.