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
With a hundred-strong team of economists and analysts across Asia, you can rely on our unparalleled on-the-ground knowledge to keep you in step with the latest economic activity, government policy, m...
Economics and Macro Strategy
We examine what it would take before the Fed cuts rates.
Asset markets remained resilient despite deteriorating fundaments.
Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?
Loss in value along Huawei’s value chain expected to trigger capacity under-utilisation of relevant sub-segments and components.
MAS proposal to increase gearing limit for S-REITs could bode well for sector and help S-REITs fund value accretive acquisitions.
Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.
While the notion that Fed rate cuts tend to support the equity market is true, we believe the types of rate cuts need to be differentiated as equity markets respond differently.
Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.
There will be less motivation for the Hong Kong Monetary Authority (HKMA) to intervene the market. We expect Prime Rates to stay at current level in 2019.
Rate cuts from Bank of Korea and Bank Indonesia this week add to the policy easing narrative in Asia. We expect the Monetary Authority of Singapore to join the fray later this year.
Policy narrative amongst the developed markets’ central banks has turned on its head in the past 6-8 months.
GBP in for more pounding; India govvie rally on pause
The ECB strikes a more dovish note than the Fed. 50bps Fed cut is unlikely
The IDR has room to strengthen vs the KRW. Asia central banks are going to ease further.
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
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.