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
We like receiving SGD rates on spikes.
Markets have swung from despair to optimism, soothed by Fed guidance and expectations of a thaw in trade wars. Sensitivities are high—a swing back to negative sentiments will remain on the cards.
Large players in industries with the ability to collect and analyse data at distinct advantage to leverage developments in Customer Data Platform (CDP) for successful cross selling.
Property launches started shortly after the New Year in view of strong launch pipeline scheduled for 2019.
Most airports in the region will still be operating above or at near capacity even after their expansions are complete, highlighting the need for continuous expansion and investment.
US-listed ETFs showed inflows of $7.1 billion. Equities received $4.2 billion as fixed income had an inflow of $2.9 billion and international equities gained $2.3 billion.
US-listed ETFs had inflows of $5.5 billion with equities receiving $6.0 billion whereas fixed income had outflows of $1.4 billion.
US-listed ETFs had an inflow of $13.7 billion with equities posting inflows of $6.9 billion while fixed income drew in $7.0 billion.
GBP faces economic realities; Better times for EM Asia
Chinese imports from the US have plunged lately, while exports have held up quite well.
#1 Bet on more rate hikes by the Fed
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.