19 October 2018
Weekly Wealth Wrap   
Highlights from the DBS Chief Investment Office
 
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Global / CIO Insights
Japan Equities 4Q18: Tourism a bright spot  
The world's third-largest economy has not seen negative growth since 1Q15.
 
Photo credit: AFP Photo

Global / CIO Insights     
Europe Economy 4Q18: We need to guard against excessive bearishness 
Businesses are stepping up capacity utilisation and corporate activity.
 
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Global / FX Tactical      
The dice is rolling again in EUR/USD 
While Italy's Budget has been priced in, there are two things on the horizon that can spur a reaction.
 
Photo credit: AFP Photo

China / Real Estate       
China Property: Relaxing equity investment restrictions on insurance funds
We believe the sector's valuation is notably below FY15's trough.
 
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Global / CIO Insights   
4Q18: Window of opportunity  
DBS Chief Investment Officer Hou Wey Fook addresses questions on the US bull run, whether US equities are an "overcrowded" trade, and the sold-down China market in 4Q18.
Photo credit: AFP Photo

Global / Insights   
The DBS CIO Collection  
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