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Developed Markets / Equities

Wall Street Stalls

February 23, 2017
Wall Street Stalls

US equities stall amid Fed minutes; Europe market little changed

Global / Currencies

USD Edges Lower

February 23, 2017
USD Edges Lower

The dollar drifts lower after the release of Fed minutes

Asia / Equities

Asian Markets Higher

February 23, 2017
Asian Markets Higher

China and Hong Kong power higher following a rally in the US

Global / Insights

DBS Chief Investment Office Collection

February 23, 2017
DBS Chief Investment Office Collection

The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions

Global / FX Currents

EUR/GBP: Dampened by European Political Uncertainties

February 21, 2017
EUR/GBP: Dampened by European Political Uncertainties

A test and break of the 200-dma will bring a test of the key 0.8450 support

Global / Insights

US Reflationary Trade Stays in Play

February 20, 2017
US Reflationary Trade Stays in Play

Investors focus on US economic/earnings rebound

Asia / Equities

Equity Tactical: Nippon Telegraph & Telephone, MGM China

February 23, 2017
Equity Tactical: Nippon Telegraph & Telephone, MGM China

The stock could rebound as it tests a fairly strong converged support

Singapore / Equities

Equity Tactical: PACC Offshore Services Holdings

February 23, 2017
Equity Tactical: PACC Offshore Services Holdings

Capitalise on the knee-jerk sell-down in reaction to the group's quarterly earnings

Global / FX Chartist's Diary

AUD/NZD: Reaching Familiar Resistance Levels

February 23, 2017
AUD/NZD: Reaching Familiar Resistance Levels

The rally looks close to completing a five-legged sequence

Insights and Analysis

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Indonesia / Rates

The Next Move Is A Rate Hike

February 21, 2017
The Next Move Is A Rate Hike

Recent growth and inflation data are supportive of a rate hike by Bank Indonesia; we think this may happen in the third quarter, if not sooner.

Singapore / GDP

Budget: Building the Future Economy

February 21, 2017
Budget: Building the Future Economy

Amid an improved but uneven growth outlook, Singapore’s budget for 2017 appears well-balanced. There are measures to address short-term concerns for some segments of the economy but the focus c...

China / Rates

China Proceeds Cautiously on Tightening

February 20, 2017
China Proceeds Cautiously on Tightening

We think that significantly higher funding costs could complicate the deleveraging that the Chinese government wants; the Peoples’ Bank of China is therefore likely to proceed cautiously in raising r...

China / Real Estate

Impact of Higher Mortgage Rates

February 22, 2017
Impact of Higher Mortgage Rates

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.

China / Real Estate

Abundant Supply to Dampen Prices

February 22, 2017
Abundant Supply to Dampen Prices

We believe that the abundant saleable resources in 2017 will dampen real estate prices in China; we remain cautious on the sector.

China / Consumer Goods

Picking the Winners

February 21, 2017
Picking the Winners

We pick the companies that we think are relatively immune to technological disruption; these are in the travel goods, jewellery, and smart-appliance sectors.

Singapore / Equities

Singapore Wired Daily

February 23, 2017
Singapore Wired Daily

A daily digest of our market view, along with key highlights and our analysis on news stories affecting investor sentiment.

Singapore / Equities

Singapore Model Portfolio

February 21, 2017
Singapore Model Portfolio

This aims to help traders build a portfolio of Singapore stocks for their clients, based on their risk profile. Stock picks are based on sectoral, fundamental and technical analysis.

Singapore / Equities

Jumping on the Privatisation Bandwagon

February 21, 2017
Jumping on the Privatisation Bandwagon

Three privatisation offers have been made in 2017, putting the privatisation theme back in the spotlight; we look at five potential candidates. ; we look at five potential candidates.

What's New

Our latest views

Here's a list of reports we released recently.


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Buy Hold Sell

Asia-wide Coverage

In-depth and latest analyses on individual company stocks across multiple Asian markets and key industry sectors.


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Stocks to Watch

Model Portfolio

Here are our lists of recommended stocks, built for risk profiles ranging from Conservative to Balanced.


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Economics Daily

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South Korea / Rates

Korea’s External Position Strengthened

February 23, 2017
Korea’s External Position Strengthened

From a capital outflow perspective, Korean won bonds are now less attractive to foreign investors, and domestic investors are also investing more overseas.

Thailand / Inflation

Low Demand-Pull Inflationary Pressures

February 23, 2017
Low Demand-Pull Inflationary Pressures

Core inflation in Thailand may average 1% this year, unless there’s a sudden jump in private-sector demand; the Bank of Thailand is set to maintain its accommodative policy stance.

India / Rates

Swift Climb in Yields

February 22, 2017
Swift Climb in Yields

India government yields have not only bottomed, they have swiftly climbed to breach our end-2017 forecasts.

US / Rates

Time to Rethink Valuations

February 23, 2017
Time to Rethink Valuations

The last few months have led to a rethink in valuations for US Treasurys and the US equity markets. So which is the better bet? Read on for our comparison.

US / GDP

No Fear in Stocks and Mortgages

February 23, 2017
No Fear in Stocks and Mortgages

US mortgage applications look a lot like the stock market of late and neither seems afraid of a few US Federal Reserve hikes.

US / Currencies

US Dollar Holding Firm

February 22, 2017
US Dollar Holding Firm

The greenback is holding firm ahead of the release of the Federal Open Market Committee minutes, with US dollar bulls looking for another boost from the event.

Featured Publications

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...