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.

Economics

Asia / GDP

Weekly: China stimulus to the rescue?...

February 15, 2019

The global market recovery continues unabated despite a string of weak data points out of China, EU, and the US; we think the market is betting on China stimulus to save the day.

Key summary pointts
  • The stimulus package is already impressively large, amounting to over 5% of GDP
  • Personal income tax cuts, infrastructure spending boost, and reserve ratio cuts are in train
  • Corporate tax relief and consumer incentives for white goods purchases are next in line
  • The stimulus may succeed in arresting growth slowdown for just a few quarters, in our view

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

Hong Kong / Real Estate

HK Property Monthly Chart Book: Suburban malls to outperfor

February 14, 2019
Hong Kong

Suburban malls showed better reversionary growth and should continue to outperform prime shopping centres for 2019.

China / TMT

China Internet Sector: Who will be the winners in new retai...

February 12, 2019
China

Ability of internet companies attracting users a key importance for retailers as offline investments continue to drag down margins.

Equity Strategies

China / Equities

Strategist Weekly: Spotlight on trade balance and new round...

February 12, 2019

Global markets continue to be rattled by capricious comments from China and the US before the Xi-Trump summit.

Key summary points
  • Eyes on China’s trade balance and new round of negotiations
  • Meituan Dianping and Xiaomi added to MSCI indices following review
  • Volatility continues for global markets on back of trade war uncertainties

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There were no dcr path found

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