Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
India / Rates

Monetary Policy on Cruise Control

March 27, 2017
Monetary Policy on Cruise Control

After shifting to a neutral stance for monetary policy, India’s central bank may be pulling the brakes on the easing cycle that started in early 2015.

Thailand / GDP

Narrower Current Account Surplus a Plus

March 21, 2017
Narrower Current Account Surplus a Plus

We expect Thailand’s current account surplus to narrow to 7.2% and 6.5% of GDP in 2017 and 2018 from 11.4% in 2016. A narrowing of the surplus should be seen as a positive sign.

Singapore / GDP

Ensuring Fiscal Sustainability

March 20, 2017
Ensuring Fiscal Sustainability

Singapore’s budget, announced last month, left many feeling it lacked the punch of previous years. But we think Budget 2017 is bigger than at first glance.

Asia / Basic Materials

Re-rating of Steel Companies to Continue

March 28, 2017
Re-rating of Steel Companies to Continue

We think global steel demand in 2017 will be better than in 2016; We like POSCO, Angang, and SeAh Besteel.

Indonesia / Financials

Taking a Tactical Bet

March 27, 2017
Taking a Tactical Bet

We think that Indonesian banks are recovering gradually but there are new challenges ahead; we think investors should stick to strong banks for the long haul.

Malaysia / Financials

Banking Sector Remains Sound

March 24, 2017
Banking Sector Remains Sound

The Malaysian central bank’s annual review said that despite the challenges faced in 2016, financial institutions weathered the year relatively unscathed and this is expected to sustain in 2017.

Singapore / Equities

Singapore Wired Daily

March 28, 2017
Singapore Wired Daily

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

Global / Equities

Weekly Global ETF Commentary

March 27, 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.

Singapore / Equities

Singapore Model Portfolio

March 22, 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.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Thailand / GDP

Sustained Growth in Imports

March 28, 2017
Sustained Growth in Imports

The bulk of Thailand’s jump in imports was due to a surge in imports of intermediate goods, a sign that demand for exports will remain supportive of the economy. As domestic private-investment growth...

India / GDP

Positive on India

March 28, 2017
Positive on India

Stabilising growth, political consolidation, and a positive macro environment bode well for India this year, but lagging private investment growth and banking sector stress may pose headwinds.

Japan / GDP

Expecting a Mixed Bag of Data

March 28, 2017
Expecting a Mixed Bag of Data

Japan’s February industrial production may surprise on the upside, but consumption and inflation will likely remain weak. What does this mean for the Bank of Japan?

US / GDP

Housing Demand Strong Even as Rates Rise

March 28, 2017
Housing Demand Strong Even as Rates Rise

Higher interest rates have not yet dented demand for housing in the US – demand remains strong and prices continue to rise.

US / GDP

Under the Hood

March 27, 2017
Under the Hood

The biggest thing about US 2016 fourth quarter GDP growth wasn’t the mediocre headline, it was the hefty domestic demand growth under the hood.

Europe / Inflation

March Inflation Under Watch

March 27, 2017
March Inflation Under Watch

After steadily rising over the past nine months, headline inflation in the Eurozone is likely to ease a notch in March.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Developed Markets / Equities

US Stocks Decline

March 28, 2017
US Stocks Decline

American equities fall for the seventh day in eight; European and Japanese shares also sell off

Asia / Equities

Asian Equities Pull Back

March 28, 2017
Asian Equities Pull Back

Investors turn cautious over the Trump administration's ability to deliver

Global / Currencies

USD on Defensive Footing

March 28, 2017
USD on Defensive Footing

The dollar's losses were steepest against safe-haven plays

Global / Insights

DBS Chief Investment Office Collection

March 28, 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

WTI Crude Oil: Uncertainty Continues

March 28, 2017
WTI Crude Oil: Uncertainty Continues

Stand aside to monitor if support at 45.33 holds.

Global / Insights

Trump Health Care Bill Fails to Launch

March 27, 2017
Trump Health Care Bill Fails to Launch

Major doubts are cast on the administration's ability to push through other initiatives

US / Equities

Equity Tactical: Coca-Cola

March 28, 2017
Equity Tactical: Coca-Cola

The stock's year-long chill could be ending

Europe / Equities

Equity Tactical: AXA, Roche Holding

March 27, 2017
Equity Tactical: AXA, Roche Holding

The trade has turned back from mid-way through to its target

Japan / Equities

Equity Tactical: Denso Corp, Honda Motor

March 27, 2017
Equity Tactical: Denso Corp, Honda Motor

The upward momentum in the stock has faded for now

Featured Publications

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...

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Singapore / Real Estate

Rocky Road Ahead

March 07, 2017
Rocky Road Ahead

The property market in 2017 will remain a tenants’ market as a higher supply of new real estate will pose a risk to most subsectors. It will be another year of moderation for the Singapore property m...