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

India / GDP

Reserves accumulation to moderate...

October 17, 2017

While the pace of reserves accumulation in India will moderate, the current stock should be sufficient to cushion India against external vulnerabilities.

Key summary points
  • India’s foreign reserves rose to a record high in September
  • Since the taper tantrums in 2013, India’s foreign reserves has increased the most in Asia ex-Japan
  • The pace of reserves accumulation is likely to moderate…
  • …on slower portfolio inflows and a wider current account deficit
  • The current reserve stock is sufficient to cushion India against external vulnerabilities

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There were no dcr path found

DBS Asian Insights

Capturing Growth Opportunities in Asia

June 06, 2014

Industry

China / Real Estate

Guangzhou expands housing provident fund programme

October 17, 2017
China

Now, self-employed individuals and foreigners can also participate in this programme to enjoy relatively low mortgage rates.

China / Industrials

One Belt, One Road: Moving faster than expected

September 27, 2017
China

The One Belt, One Road initiative is a novel concept, integrating the goals of foreign policies with economic imperatives. We take a look at the wide-ranging impact that this programme will have on c...

Equity Strategies

Global / Equities

Preferring emerging markets to developed ones...

October 17, 2017

We think that a weak USD, low bond yields, cheaper valuations in emerging markets, stronger growth of China, and higher commodity prices will support emerging market assets.

Key summary points
  • Global markets closed higher in September led by the US on Trump’s political sails
  • US fixed income attracted the most flows, reflecting the market’s dovishness on US rate hikes
  • Consider international diversification, energy, technology, potential USD strengthening…
  • …and Thailand in your ETF portfolios

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There were no dcr path found

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