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Developed Markets / Equities

Wall Street Pauses

March 24, 2017
Wall Street Pauses

Congress wrangles with a health care bill; European and Japanese stocks bounce

Asia / Equities

Asian Markets Bounce Back

March 24, 2017
Asian Markets Bounce Back

Asian equities erase dips following the worst decline in three months

Global / Currencies

Yen Gains for Eighth Straight Day

March 24, 2017
Yen Gains for Eighth Straight Day

But dollar continues to hover around a four-month low

Global / Insights

DBS Chief Investment Office Collection

March 24, 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

Gold (XAU/USD):Still Working a Range

March 21, 2017
Gold (XAU/USD):Still Working a Range

Struggling into a resistance marker.

Global / Insights

Risk Assets Push Higher amid “Dovish” Fed

March 20, 2017
Risk Assets Push Higher amid “Dovish” Fed

But looser financial conditions may force the Federal Reserve to normalise monetary policy quicker

Asia / Equities

Equity Tactical: Nintendo, MGM China, Sands China

March 23, 2017
Equity Tactical: Nintendo, MGM China, Sands China

The stock looks overbought in the short term; a minor retreat cannot be ruled out

Global / FX Chartist's Diary

AUD/USD: Same Rules, Same Levels

March 23, 2017
AUD/USD: Same Rules, Same Levels

The AUD/USD remains mired, but any push higher is still likely to find top-picking sellers.

Global / FX Chartist's Diary

NZD/USD: Little Expected from RBNZ OCR Review

March 20, 2017
NZD/USD: Little Expected from RBNZ OCR Review

The current decline may still have one more leg to go before stabilising.

Insights and Analysis

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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.

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...

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.

Malaysia / Consumer Goods

Subdued Recovery Not a Surprise

March 22, 2017
Subdued Recovery Not a Surprise

Despite a quarter-on-quarter pick-up in private consumption in 4Q16, we remain cautious on the overall consumer sector. We think the recovery has been priced in.

China / Real Estate

More Tightening Policies Rolled Out

March 21, 2017
More Tightening Policies Rolled Out

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.

Singapore / Equities

Singapore Wired Daily

March 24, 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 21, 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

Banking on Fed Hikes

March 17, 2017
Banking on Fed Hikes

We highlight the Singapore stocks to watch, as the US Federal Reserve gets back on track with rate normalisation.

What's New

Our latest views

Here's a list of reports we released recently.


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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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India / GDP

No Threat from Wider Deficit

March 24, 2017
No Threat from Wider Deficit

India’s 2016/17 fiscal year external balance remains stable, despite the slightly wider current account deficit of late.

Philippines / Rates

Policy Normalisation on the Cards?

March 24, 2017
Policy Normalisation on the Cards?

Bangko Sentral ng Pilipinas kept its policy rate unchanged on Thursday but this could soon change. We believe the central bank could hike rates as soon as May.

Taiwan / GDP

New Infrastructure Plan Unveiled

March 24, 2017
New Infrastructure Plan Unveiled

The Taiwanese government expects its new eight-year infrastructure programme to boost GDP growth, but past experience shows this may not be the case.

Global / Currencies

Keeping Investors on Their Toes

March 24, 2017
Keeping Investors on Their Toes

The USD has been range-bound ahead of the vote on the US healthcare bill, while the GBP was unusually calm ahead of Article 50.

US / GDP

Too Conservative on Housing?

March 24, 2017
Too Conservative on Housing?

The strong northward trend in US housing is starting to make our 5% projection for growth in the sector look a little too conservative.

Global / Currencies

Is the US Dollar at Risk?

March 23, 2017
Is the US Dollar at Risk?

The US House vote on the healthcare bill may hurt Trump trades but not necessarily the US dollar. Find out why.

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...