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Global / Insights

Economics, Currencies & Rates Research

February 19, 2018
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...

South Korea / Rates

Korea Treasury Bonds: Outperformance ahead

February 19, 2018
Korea Treasury Bonds: Outperformance ahead

We think Korean bonds may outperform US Treasurys in the short term as the Fed tightens rates this year; the strength of the won may actually deter the Bank of Korea from frontloading rate hikes.

Global / GDP

Weekly Wrap: Asia’s financing fault lines

February 15, 2018
Weekly Wrap: Asia’s financing fault lines

If dollar funding conditions were to tighten during the course of this year, the fixed income and exchange rate markets of India, Indonesia, and Malaysia will face the brunt of adjustment.

Singapore / Real Estate

The doubling effect

February 19, 2018
The doubling effect

The number of transactions in the property market in January translates into S$3.1bn in value, a more-than-100% increase year-on-year; we maintain that buyer sentiment has improved significantly and ...

China / Utilities

Better project quality in 2018

February 15, 2018
Better project quality in 2018

A series of policies issued by the Chinese government will enhance project quality and improve returns of environmental companies. Read on for our top picks in this space.

China / Consumer Goods

Encouraging technology upgrade

February 14, 2018
Encouraging technology upgrade

The Chinese government’s latest electric vehicle subsidy scheme encourages automakers to accelerate their technology upgrade. This is set to benefit electric vehicle makers with strong technolo...

Singapore / Equities

Singapore’s developers see sales double in January

February 19, 2018
Singapore’s developers see sales double in January

The property sector’s sales in January doubled to S$3.1bn from a year ago; we like City Developments, UOL, Roxy-Pacific, and APAC Realty. For more, check out today’s Singapore Wired Daily

Singapore / Equities

Seeking safe harbour

February 15, 2018
Seeking safe harbour

Our Singapore Model Portfolio picks were not spared the downswing in global equities. Our current active stocks returned an average 5.2% to outperform the STI by 4.8%. Find out which stocks we still ...

Singapore / Equities

Opportunity, not a calamity

February 14, 2018
Opportunity, not a calamity

We think that the recent correction is an opportunity to scoop up some oversold names; find out what our picks are.

Economics Daily

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Malaysia / GDP

Malaysia: Another stunning performance

February 14, 2018
Malaysia: Another stunning performance

The economy grew 5.9% YoY in 4Q17 despite a high base last year. We expect GDP growth to moderate to 5.0% in 2018 given the high base and a normalisation in global economic conditions.

Japan / GDP

Japan: Weak 4Q17 but …

February 14, 2018
Japan: Weak 4Q17 but …

The economy grew 0.5% (QoQ saar) in 4Q17, the weakest pace in eight quarters. But key leading indicators suggest that growth will rebound in 1Q18.

Singapore / GDP

Singapore: Towards normalisation

February 14, 2018
Singapore: Towards normalisation

We expect GDP growth to moderate to 3.0% in 2018. More importantly, the economy has shifted from a recovery towards a normalised growth path.

Global / Currencies

This week’s releases likely to favour the US dollar

February 19, 2018
This week’s releases likely to favour the US dollar

We believe that speculators are wary of a hawkish tone in the minutes of the 30-31 January Federal Open Market Committee meeting scheduled for release this week. For more on currencies and rates, che...

Global / GDP

This Week: Inflation data out of HK, Singapore, Japan

February 19, 2018
This Week: Inflation data out of HK, Singapore, Japan

Inflation is likely to have remained stable in both Hong Kong and Singapore but crept up in Japan.

US / Rates

US Yields: The big 3%

February 12, 2018
US Yields: The big 3%

The big 3% looms for 10Y US Treasurys – seen by many as a key technical resistance level that is unlikely to be breached. However, we prefer to view 3% as a neutral level for 10Y yields.

Market Movers

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Global / Currencies

The dollar ends higher

February 19, 2018
The dollar ends higher

It touches a three-year low earlier in the day

Developed Markets / Equities

US stocks extend gains

February 19, 2018
US stocks extend gains

The S&P 500 Index caps best five days since 2011 as oil jumps

Asia / Equities

Most Asia markets closed

February 19, 2018
Most Asia markets closed

Australia stocks edge higher amid light volume

Global / Insights

DBS Chief Investment Office Collection 2018

February 15, 2018
DBS Chief Investment Office Collection 2018

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 / Insights

DBS Chief Investment Office Collection

December 21, 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

Yen is still the last shoe to fall

September 07, 2017
Yen is still the last shoe to fall

It has tried the 108s seven times, but this time it might be different

Global / Equities

US equities: what to pick up now?

February 15, 2018
US equities: what to pick up now?

The current bout of weakness presents an opportunity for investors to gain exposure to sectors which we favour in the US

Global / FX Tactical

Looking to unwind EUR's Macron-led gains

February 15, 2018
Looking to unwind EUR's Macron-led gains

Latest US inflation data has the soft USD theme back in play

Global / FX Tactical

JPY gains but it's in the script

February 14, 2018
JPY gains but it's in the script

It has broken the trendline support, drawn from September 2012's low of 78.02, at 108.08

Featured Publications

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...

Hong Kong / Consumer Services

Hong Kong Hotels: Time to check in

December 05, 2017
Hong Kong Hotels: Time to check in

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...