Economics and Macro Strategy
Despite strong growth and a tight labour market in the US, a demand rebound in Europe, and still-robust global trade, inflation expectations are flat or declining. We think China is the reason.
There is considerable official sensitivity around the exchange rate, although it is facing shocks common among emerging market economies.
We believe IoT will become a mainstream technology by 2019. The combination of Artificial Intelligence (AI) and the IoT will result in new leaders and laggards emerging across all industries.
We are positive on the sector and prefer Shimao (813 HK) and Evergrande (3333 HK).
We remain positive on the sector and pick Shimao (813 HK) and Evergrande (3333 HK) as their upcoming results may surprise on the upside.
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Our bullish end-2018 KLCI target of 1,900 was vindicated following KLCI’s 5.5% gains in Jul which erased its YTD losses. As aresult, KLCI became the top performer within ASEAN-5 markets.
July’s data is likely to prompt more policy support. “Unclogging” the transmission mechanism is crucial.
For second half of the year, household demand and government spending are likely to remain supportive, with a tighter policy regime to be a dampener at the margin.
Hong Kong stock market slumped on entering the second quarter of the year.
The EMFX relief rally is unsustainable; Asia rates are finding support
After a worrisome spike in early-2018, two key markers of market stress, the Libor-OIS spread and VIX, have eased considerably.
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
It is just not telling the world about it
Trump pushes China for a better deal as talks are set to resume later this month
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.
If global macro settings worsen, the RBNZ would consider easing rates
With Emerging-market FX plays influenced by Turkey's troubles, nascent JPY demand will come
It is unlikely that Turkey's woes would dissipate right away
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.
Demand for new private homes projected to remain above historical average
We believe removing legislative obstacles is the first step that the government needs to establish a modern REIT regime. Also, we believe that relaxation of policy and taxation is more conducive to g...