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Developed Markets / Equities

US stocks erase gains

April 27, 2017
US stocks erase gains

Investors digest policy whirlwind over Trump’s tax plan, net neutrality rules

Global / Currencies

The Dollar Recovers

April 27, 2017
The Dollar Recovers

USD stages rebound as the Trump Administration summarises its tax cut plan

Asia / Equities

Stocks Power Higher

April 27, 2017
Stocks Power Higher

Optimism returns as geopolitical tensions and anxieties over political risks in Europe ease

Global / Insights

DBS Chief Investment Office Collection

April 25, 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

The Euro Reacts Postively to a Risk-On Market

April 25, 2017
The Euro Reacts Postively to a Risk-On Market

The first round of the French presidential election shifted markets to a risk-on mode. The EUR risks 1.0978 before offering a sell opportunity.

Global / Insights

French Political Risk Eases

April 24, 2017
French Political Risk Eases

Investors heave a sigh of relief as Macron emerges as favourite to lead France

Global / FX Chartist's Diary

Expect the USD/JPY to fly higher

April 27, 2017
Expect the USD/JPY to fly higher

Another bullish leg could surface as US President Donald Trump attempts to restart his tax reform plan

Japan / Equities

Take profit on tactical long Nintendo

April 26, 2017
Take profit on tactical long Nintendo

The trade has met its target. See also: CRRC Corporation, Chevron Corp.

US / Equities

Equity Tactical: VF Corp

April 25, 2017
Equity Tactical: VF Corp

The stock is testing strong resistance and risking retreat.

Insights and Analysis

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Global / Insights

Economics, Currencies & Rates Research

April 25, 2017
Economics, Currencies & Rates Research

DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...

Taiwan / GDP

Trump’s Policies and Taiwan, Revisited

April 20, 2017
Trump’s Policies and Taiwan, Revisited

We discuss the implications of US President Donald Trump’s policies for Taiwan in four major topics – trade, investment, government policies, and financial markets.

Indonesia / Currencies

A Stronger Rupiah Is Positive for Indonesia

April 20, 2017
A Stronger Rupiah Is Positive for Indonesia

We believe that a gradual strengthening of the Indonesian rupiah will boost investment; expect Bank Indonesia to continue accommodating a gradual strengthening of the currency.

China / Utilities

Improving Outlook for China’s Wind Power Sector

April 24, 2017
Improving Outlook for China’s Wind Power Sector

A further improvement of wind farm utilisation in high grid curtailment regions in China could benefit wind turbine original equipment manufacturers and wind farm operators.

Thailand / Financials

Thai Banks: Small Is Beautiful

April 24, 2017
Thai Banks: Small Is Beautiful

Hopes of better economic conditions and a recovery in private consumption should aid auto sales and hence, auto hire purchase, which will then boost loan growth at the small banks this year.

Thailand / Real Estate

Light at the End of the Tunnel

April 24, 2017
Light at the End of the Tunnel

The main drag for the Thai property sector is the low-end market, which we believe should see significant improvement toward the end of 2017.

Singapore / Equities

CapitaLand Continues to Ride the Rally

April 27, 2017
CapitaLand Continues to Ride the Rally

We have hiked our target price for the stock to S$4.33 from S$3.85, representing a 16.5% upside. Find out why and for more top stories on Singapore’s market, see Singapore Wired Daily.

Global / Equities

Weekly Global ETF Commentary

April 24, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Indonesia / Equities

Ahok’s Defeat Is No Loss to Indonesia

April 21, 2017
Ahok’s Defeat Is No Loss to Indonesia

We remain positive on Indonesia despite the Jakarta governor election results. In fact, we have upgraded our Jakarta Stock Exchange Composite Index target. Find out why.

What's New

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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 / GDP

Keeping 2017 GDP Forecast at 2.5%

April 27, 2017
Keeping 2017 GDP Forecast at 2.5%

We currently maintain Korea’s GDP forecast at 2.5% for FY17 as the upside and downside risks to growth appear balanced for the time being.

Singapore / GDP

Electronics Remains in Driving Seat

April 27, 2017
Electronics Remains in Driving Seat

Singapore’s manufacturing sector had another strong run in March, with electronics continuing to be the key driver of growth. Look for 1Q17 GDP growth to be revised up accordingly.

South Korea / GDP

Growth Rebound Expected

April 26, 2017
Growth Rebound Expected

South Korea’s GDP growth is expected to rebound on the back of the recovery in global demand and the easing of domestic political uncertainties.

US / Rates

US Treasury Yields Consolidate

April 27, 2017
US Treasury Yields Consolidate

The markets shrugged off US President Donald Trump’s vague tax plan – stock indices were flat to lower while US Treasury yields eased off after rising in the early part of the US trading session.

Global / Currencies

Treading Cautiously

April 27, 2017
Treading Cautiously

Acknowledging the better economic backdrop, the Japanese and European central banks have started quantitative easing exit debates but have warned against dialling back stimulus too soon.

Europe / Rates

ECB to Temper Tightening Talk

April 27, 2017
ECB to Temper Tightening Talk

Risk sentiments may have stabilised, but the European Central Bank will be keen to temper any talk of tightening on Thursday.

Featured Publications

Malaysia / Financials

Islamic Banking: An Unconventional Banking Aspect

April 11, 2017
Islamic Banking: An Unconventional Banking Aspect

Malaysia, having acquired expertise through actively pioneering initiatives and delivering solutions in the Islamic banking industry, is indisputably making inroads into becoming the global hub for I...

Asia / Industrials

Aircraft Leasing – Asian Players Taking Flight

April 06, 2017
Aircraft Leasing – Asian Players Taking Flight

Today, five of the 12 largest aircraft lessors hail from Asia. Most of their growth were through acquisition and they have been linked to all manner of activity in the aviation sector.

China / Consumer Services

China Senior Housing: An Attractive Trap

March 13, 2017
China Senior Housing: An Attractive Trap

Contrary to common belief that there is an undersupply of senior housing in China, we believe there will likely be oversupply in the near future. Developers will need to shift their mindset to one of...