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
Economics and Macro Strategy
RPGBs could continue to outperform though expected drivers of outperformance have likely shifted.
Financial conditions are back to where they were during the exuberant days of Aug/Sept last year, thanks to yield compression and surge in equities, helped by a dovish Fed and stimulus from China.
Establishment of Express Rail Link revitalised shoppers traffic into Tsim Sha Tsui from Shenzhen and Guangzhou at the expense of foot traffic to Causeway Bay.
Five party merger of Thai banks set to benefit all involved including unlocking TCAP’s value to realise higher profits from transferred businesses.
Office plays and developers with sizeable exposure to the Greater Bay Area (GBA) set to benefit from strong potential of the economic region.
Chinese government announces GDP growth target at 6-6.5% with accompanying stimulus measures as the country recorded the slowest pace in GDP growth last year since 1990.
ASEAN continues with respective domestic reflation policies despite challenging global environment.
Ongoing rally in the Chinese stock market expected on the back of additional MSCI A-shares inclusion and regulatory relaxation on margin financing.
Another Macro Insights video, in which DBS Chief Economist Taimur Baig discusses the latest FOMC decision with our rates strategist, Eugene Leow.
The top client questions were on trade war, exchange rates, and impact of fiscal/monetary policy on growth outlook.
SGD rates outperformance ahead.
Carry trades still in vogue; Thailand election results leaves lingering uncertaintie
Recession or sharp slowdown is coming, but it is unlikely in 2019, in our view.
Fed rate pause is expected to continue at Thursday’s decision. New dot plots bear watching.
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.