Unease grows over Trump's policy agenda, Barcelona terror attack
Australia, Hong Kong weaken but China regains strength
The greenback pares gains on safe-haven buying following terror attack in Barcelona
Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis
But the rally's sustainability depends on investigations on Capitol Hill, geopolitical uncertainties
Dampened sentiment pulled S&P 500 lower last week
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
DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.
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.
From what’s driving it to what authorities may do. It also poses a headwind for exports and manufacturing growth but we believe other factors can mitigate the impact.
The USD has not been able to appreciate in spite of three Fed hikes since December 2016. But the USD could find support soon.
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.
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.
While the Indonesian government’s reforms have been positive for the country’s economy, we think that the labour force’s productivity needs to be upped for Indonesia to catch up with India and the Ph...
The global economy is back on a stable track, with a very favourable outlook in the Eurozone, in particular.
For the week ended 10 August, US-listed ETFs garnered US$5,038.59m net inflows, which were distributed over most asset classes. For more details, see our Weekly Global ETF Commentary.
US-listed ETFs saw another week of strong flows, with weekly flows fairly evenly distributed over asset classes. For more details, see our Weekly Global ETF Commentary.
It is also increasingly showing signs of lethargy – consistent with our view that Singapore’s export rally has peaked.
Much of the Philippine 2Q17 economic data was robust, but moderating investment growth has given us reason to hold back on upgrading our full-year GDP forecast.
On balance, the short-term positives still seem to outweigh the negatives. We expect a slightly better growth outlook for the next 6-12 months.
Risk aversion may push yields lower, but 10-year US Treasury yields below 2% may not be fundamentally justified.
The minutes of the European Central Bank’s July review demonstrated the governing council’s caution on inflation, tempering tightening expectations and causing the EUR to lose ground.
The EUR is fighting to hold on to gains this year, while the USD is pushing hard to recover from the year’s low.
Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.
Rising incomes and urbanisation would drive Chinese consumers towards a diet based more heavily on animal protein. We take a look at the pork industry, which would be enjoying both steady growth and ...
Everything in the economy is back to normal. Best plan on one hike per quarter through mid-2019, with the risk that the Federal Reserve has to up the pace before then.