Economics and Macro Strategy
The Indonesian government announced an increase of non-subsidized fuel effective immediately on October 10 by an average 16%.
The ongoing market sell-off does not represent a healthy cleaning out of positions. Market uncertainty will persist, in our view.
We believe developers will give priority to projects in the M&A market that allow presales at this stage if new land parcels for auction are implemented with this clause.
Jewel Changi Airport is set to open its doors in early 2019. Poised to be a dominant force in the retail scene, it offers unique attributes that appeal to both tourists and locals.
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
US equity ETFs had an inflow of $1.95 billion, fixed income had $6.17 billion of withdrawals, international equities garnered $318.6 million and international fixed income had inflows of $182.4 milli...
BOT has spotted signs of rising competition in mortgage lending from the relaxation of credit underwriting standards at banks.
Market is likely to be Neutral to slightly positive on the fuel price hike. The key factor in our view is whether this action will help stabilise the Rupiah because without it, JCI will likely be ran...
Rising rates and dollar, China-US trade friction, high oil prices and geopolitical unease have resulted in a broader sell-off.
Hang Seng Index slump alongside weakening CNY. Hong Kong’s banks raised the prime rate shortly after the Fed Fund rate hike.
Thai markets have been remarkably untouched by the selloff in Asia this year.
Bond stress is widespread, but US equity inflows continue
There is room for real rates to rise in Asia due to tighter monetary policy.
With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...
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
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.
Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.