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

South Korea / GDP

Assessing Moon’s first 100 days in office...

August 17, 2017

Korean President Moon Jae-in’s government is pushing ahead with domestic policies to boost incomes and reduce inequality, in line with his campaign pledges. But we see some risks ahead.

Key summary points
  • Moon is pursuing a set of policies pledged during the election
  • A supplementary budget and minimum wage hike have boosted hopes for growth in 2017-18
  • But corporate profitability, slowing property market, rising public debt and inflation pose risks
  • Relations with China and US remain stable under the new government
  • North Korea remains a key source of uncertainty

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

Singapore / Real Estate

Third time lucky for Tampines Court?

August 16, 2017
Singapore

Sim Lian reportedly placed a bid of S$970m for the collective sale of Tampines Court. We believe this is a leap of faith for the property developer.

China / Real Estate

Prices recover amid slower sales

August 01, 2017
China

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.

Equity Strategies

Global / Equities

Keep calm and carry on...

August 16, 2017

The global economy is back on a stable track, with a very favourable outlook in the Eurozone, in particular.

Key summary points
  • Global economic recovery on track, with upward growth revisions in Europe and Japan
  • Europe and Emerging Asia still the preferred regions for equities
  • Reiterate Hong Kong/China as our key overweight for the year

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There were no dcr path found

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