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...
While markets and earnings have been well supported by a buoyant global economy – amid some volatility – we are beginning to worry that growth momentum might have peaked.
The budget proposal to hike minimum support prices in India will likely complicate the country’s inflation picture; we analyse the implications of the policy and its impact on policy rates.
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.
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.
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.
Even as US equities struggled through the choppy week, US equity ETFs saw whopping inflows. For more, check out our Weekly Global ETF Commentary.
In the absence of news from the Federal Reserve, US President Donald Trump’s policy uncertainties has come to the forefront; fundamentals however are still positive for stock-picking.
But after two weeks of solid gains, US-listed ETF flows slipped back into negative territory. For more, check out our Weekly Global ETF Commentary.
Financing India’s widening current account deficit is not yet a flash-point, though ongoing moderation in investment flows, alongside slower portfolio flows in the March 2018 quarter, are a con...
Monday’s data mix was encouraging, with industrial production jumping and inflationary pressures ebbing. This backdrop means the central bank will be in no hurry to tighten policy.
Hong Kong’s real GDP growth improved to 3.8% in 2017 from 2% in 2016 amid modest inflation pressures. And we believe growth will continue to be broad-based in 2018.
The US dollar is set to be firmer this week, with the FOMC meeting taking place on 21 March. A 25bps hike to 1.75% in the key rate has been fully priced in. For more on currencies and rates, check ou...
Thursday’s US FOMC monetary policy review will headline the week; we expect a 25bp hike to set the ball rolling for 2018.
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.
Investors digest positive factory output and consumer sentiment reports
But China shares fall amid consumer staples, financials slump
Strong economic data, improving consumer sentiment supports view that Fed will hike rates this week
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 2018
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
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.
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...
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...