The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
A test and break of the 200-dma will bring a test of the key 0.8450 support
Investors focus on US economic/earnings rebound
Denso's stock has ended its downtrend and appears to be on its way up
The market needs to be patient and persevere with a bearish top-picking view
Markets have seen it fit to respond to the recent comments by Japan finance minister Taro Aso
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.
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...
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...
Maybank Indonesia and CIMB Niaga’s earnings improved on higher net interest margin and lower provisions, but they also warned of another potentially lacklustre year.
We project China’s wind-power utilisation to gradually recover to 1,909 hours in 2020 from a low of 1,742 hours in 2016.
Our weekly analysis of key developments from the oil and gas sector to aid readers in extracting value from the news flow.
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.
Singapore has announced an expansionary, yet prudent, budget that will steer the country through its economic transition; we think that Singapore’s equities will outperform, thanks to GDP growth and ...
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.
Here's a list of reports we released recently.
In-depth and latest analyses on individual company stocks across multiple Asian markets and key industry sectors.
Here are our lists of recommended stocks, built for risk profiles ranging from Conservative to Balanced.
Singapore’s budget for 2017 contains measures to address immediate concerns for some segments of the economy, as well as policies that facilitate medium-term economic transformation.
We see greater downside risks to our 2017 GDP growth forecast for Thailand on the back of the economy’s 2016 fourth quarter GDP report.
India’s improving current account funding mix has lowered the economy’s vulnerability to global headwinds. But developments in the US warrant close attention.
Currencies are not doing much ahead of Wednesday’s Federal Open Market Committee minutes. In order for the US dollar to appreciate again, it needs buy-in from the interest rate markets.
At some point, higher interest rates and slower population growth must bring US housing growth back down in line with 1.9% GDP growth. But that’s another story for another day.
The greenback is caught between two sets of forces, which has limited its rise. But US dollar bulls are hanging on, watching out for a Fed rate hike in March and Trump’s tax cut plans.
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.
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.
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...