Economics and Macro Strategy
US growth could be sharply lower by 2020, but that may not be a bad thing.
The Indonesian government announced an increase of non-subsidized fuel effective immediately on October 10 by an average 16%.
We believe BBL should be one of the first banks to capture the opportunity while KKP should be able to deliver both decent earnings growth and high dividends. Hence, our top picks are BBL and KKP.
We prefer companies with sustainable earnings growth: Vanke (2202 HK) and CR Land (1109 HK).
We think that the Indonesian poultry sector is likely to maintain its solid performance and post solid 3Q18 numbers and reiterate our BUY call on JPFA.
US listed ETFs had outflows of $4.4 billion. Equities had withdrawals of $7.8 billion while fixed income had inflows of $2.4 billion.
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The benchmark Straits Times Index (STI) has fallen 3.1% since our last update on 18 September.
China’s 3Q GDP growth moderated to 6.5% from 6.7 in 2Q. Monetary policy will continue to be accommodative going forward.
There are nuanced opportunities across the SGD curves.
Rising rates and dollar, China-US trade friction, high oil prices and geopolitical unease have resulted in a broader sell-off.
Who in Asia has the most exposure to China through the supply chain of products bound for the US? We calculate the correlation between China’s import growth from Asia and China’s exports to the US.
Short EUR positions balloon; Asian vols still low
With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...
Wealth Dailies rounds up overnight markets with Market Snapshot, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack
Top financial officials voice support for the battered equity market
Trump promises “very severe” consequences if journalist Khashoggi is dead
The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
As the world’s biggest buyer of oil, China may view the settlement of oil in Chinese yuan as a natural course of development.
We continue to believe that Asian equities are poised for further outperformance; we prefer exposure to Hong Kong/China and emerging ASEAN.
We would treat any deep-seated dip as a level to re-enter a tactical USD long
We are keeping the annual GDP growth forecasts unchanged
While Italy's Budget has been priced in, there are two things on the horizon that can spur a reaction
We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.
Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.