Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
India / GDP

Reserves accumulation to moderate

October 17, 2017
Reserves accumulation to moderate

While the pace of reserves accumulation in India will moderate, the current stock should be sufficient to cushion India against external vulnerabilities.

Global / GDP

Ignoring geopolitics could be hazardous to the markets’ hea...

October 16, 2017
Ignoring geopolitics could be hazardous to the markets’ health

The current dynamic of modest growth, low inflation, and easy liquidity has made investors so comfortable that they are hardly pricing in political risks; we think such complacency, in the presence o...

Singapore / GDP

Neutral policy to continue despite strong growth

October 13, 2017
Neutral policy to continue despite strong growth

Thanks to benign inflation, the Monetary Authority of Singapore is keeping its policy stance unchanged even as the economy improves.

China / Real Estate

Guangzhou expands housing provident fund programme

October 17, 2017
Guangzhou expands housing provident fund programme

Now, self-employed individuals and foreigners can also participate in this programme to enjoy relatively low mortgage rates.

China / Industrials

One Belt, One Road: Moving faster than expected

September 27, 2017
One Belt, One Road: Moving faster than expected

The One Belt, One Road initiative is a novel concept, integrating the goals of foreign policies with economic imperatives. We take a look at the wide-ranging impact that this programme will have on c...

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Global / Equities

Preferring emerging markets to developed ones

October 17, 2017
Preferring emerging markets to developed ones

We think that a weak USD, low bond yields, cheaper valuations in emerging markets, stronger growth of China, and higher commodity prices will support emerging market assets.

Global / Equities

Global indices chart multi-year highs

October 16, 2017
Global indices chart multi-year highs

US-listed ETFs had the strongest weekly inflows since June as global markets reached record highs.

Global / Equities

Markets hit new highs as nine-year rally powers on

October 09, 2017
Markets hit new highs as nine-year rally powers on

US-listed ETFs had the strongest weekly inflows since June as global markets reached record highs.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
South Korea / Rates

Normalisation prospects bring attention to KRW

October 20, 2017
Normalisation prospects bring attention to KRW

The USD/KRW has scope to move lower toward the floor of its KRW1,110-1,150 range, if the Korea 10-year bond yield widens its differential against its US counterpart.

South Korea / Rates

En route to normalisation… unless geopolitics get in the wa

October 20, 2017
En route to normalisation… unless geopolitics get in the way

Market expectations for monetary tightening in South Korea have increased significantly following the central bank’s meeting this week, but tensions with North Korea remain the wild card.

India / Rates

RBI takes a long view

October 19, 2017
RBI takes a long view

The Reserve Bank of India’s caution with respect to easing rates is another sign that the central bank views the current slowdown as more cyclical than structural.

Europe / Rates

Political uncertainties won’t derail QE

October 20, 2017
Political uncertainties won’t derail QE

Political headwinds are unlikely to throw the European Central Bank off its plans to taper quantitative easing later this month, possibly with a “lower volumes for longer duration” stance.

US / Rates

The Taylor rule and why USD rates are buoyant

October 20, 2017
The Taylor rule and why USD rates are buoyant

The different assumptions underlying inflation and employment – as well as speculation on the successor of Fed chair Janet Yellen – are complicating forecasts on USD interest rates.

Global / Rates

Emerging market bonds will hold up better

October 19, 2017
Emerging market bonds will hold up better

The divergent monetary policy outlook between the G10 and the emerging markets suggests that emerging market government bonds are likely to hold up better.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Developed Markets / Equities

US stocks eke out gain to fresh all-time high

October 20, 2017
US stocks eke out gain to fresh all-time high

Sentiment improves after latest set of labour data amid global political rumblings

Asia / Equities

Most Asian indices end lower

October 20, 2017
Most Asian indices end lower

But Taiwan and Asia buck the trend

Global / Currencies

The dollar pares losses

October 20, 2017
The dollar pares losses

Investors digest fallout from New Zealand politics and latest Catalonia developments

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Global / Outlook

3Q17: Desperately seeking value

June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

Global / Equities

The markets needed a correction; they will get it

May 19, 2017
The markets needed a correction; they will get it

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

Featured Publications

China / Industrials

One Belt, One Road: Moving faster than expected

September 27, 2017
One Belt, One Road: Moving faster than expected

The One Belt, One Road initiative is a novel concept, integrating the goals of foreign policies with economic imperatives. We take a look at the wide-ranging impact that this programme will have on c...

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Global / GDP

Q4 Outlook: Enduring myths

September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.