Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Developed Markets / Equities

US stocks vacillate

September 25, 2017
US stocks vacillate

Caution over North Korea's latest barbs cap equity gains

Asia / Equities

Asian equities largely lower

September 25, 2017
Asian equities largely lower

Investors turn wary on rising geopolitical tensions

Global / Currencies

Euro snaps two-day rally

September 25, 2017
Euro snaps two-day rally

The common currency slides early Monday morning on Merkel's marred victory

Global / Insights

DBS Chief Investment Office Collection

September 14, 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 / Insights

Investors Hedge Downside Risks with Gold

September 04, 2017
Investors Hedge Downside Risks with Gold

Gold on the rise amid dollar weakness, "dovish" Fed, and lingering geopolitical uncertainties

Europe / Equity Tactical

The tide could be changing for Royal Dutch Shell

September 22, 2017
The tide could be changing for Royal Dutch Shell

For the first time in months, Royal Dutch Shell PLC (RDSA) has risen for three straight weeks.

Europe / FX Tactical

A weaker Merkel mandate can shake out EUR longs

September 22, 2017
A weaker Merkel mandate can shake out EUR longs

Germany's federal elections are in focus

Japan / FX Tactical

USD/JPY pulls higher into BOJ's meeting

September 21, 2017
USD/JPY pulls higher into BOJ's meeting

Policy looks steady ahead of BOJ Governor Haruhiko Kuroda's term expiring next April

Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
India / GDP

Quick fixes threaten macro-stability

September 20, 2017
Quick fixes threaten macro-stability

As India’s growth slows, the market is likely to crank up calls for stimulus. But we think that the costs of targeting faster growth via fiscal or monetary policy are likely to outweigh the benefits.

Taiwan / GDP

Taiwan and ASEAN: A step closer

September 19, 2017
Taiwan and ASEAN: A step closer

There is plenty of room for Taiwan to diversify from China to Southeast Asia; we assess the opportunities and risks in the ASEAN market – looking at growth prospects, labour resources, and macroecono...

Global / GDP

Q4 Outlook: Enduring myths

September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.

China / Real Estate

Encouraging rise in traffic to sales offices

September 20, 2017
Encouraging rise in traffic to sales offices

Guangzhou, Foshan, and Zhongshan are reporting more interest from potential home-buyers; we have developers CIFI, Yuzhou, KWG, Yanlord, and Yuexiu on our radar.

Thailand / Real Estate

Prime locations are still pulling in buyers

September 20, 2017
Prime locations are still pulling in buyers

After a relatively flat take-up rate of new condominiums during the first eight months of the year, there has been more activity recently, especially for projects in prime locations.

Indonesia / Telecommunications

Mobile operators cut rates in fight for customers

September 20, 2017
Mobile operators cut rates in fight for customers

Telkomsel has launched aggressive data pricing in Java while lowering voice pricing outside Java.

Singapore / Equities

SATS to be main beneficiary of Changi’s traffic growth and ...

September 25, 2017
SATS to be main beneficiary of Changi’s traffic growth and Qantas’ move to Singapore

We are maintaining a BUY call, but have adjusted our target price upwards to S$5.02. For more top stories on Singapore’s market, see Singapore Wired Daily.

Hong Kong / Equities

Time to take some chips off the table?

September 19, 2017
Time to take some chips off the table?

We are seeing some signs that the Hong Kong market is losing steam, and some risks are growing. Investors should take profit in automakers and Chinese consumer stocks.

Global / Equities

Not all ETFs are thriving

September 18, 2017
Not all ETFs are thriving

Exchange-traded funds (ETFs) are gathering assets at a record pace but not all are thriving, with a record 42 ETFs scheduled to close in September. For more, see our Weekly Global ETF Commentary.

What's New

Our latest views

Here's a list of reports we released recently.


Find Out More

Buy Hold Sell

Asia-wide Coverage

In-depth and latest analyses on individual company stocks across multiple Asian markets and key industry sectors.


Find Out More

Stocks to Watch

Model Portfolio

Here are our lists of recommended stocks, built for risk profiles ranging from Conservative to Balanced.


Find Out More

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Thailand / Rates

Bank of Thailand under pressure to cut rates?

September 25, 2017
Bank of Thailand under pressure to cut rates?

The pressure is on the central bank to bring rates lower as inflation remains benign and the THB continues to strengthen.

Singapore / Inflation

No inflationary ripples from water tariff hike

September 25, 2017
No inflationary ripples from water tariff hike

The July water tariff hike has had a lower-than-expected impact on Singapore’s inflationary pressures, offset by F&B retailers exercising restraint in their pricing behaviour and low rentals.

Taiwan / GDP

Economic activity picked up in August

September 25, 2017
Economic activity picked up in August

Taiwan’s key data for August came in better than expected, with industrial production and the value of retail sales both registering decent gains.

Global / Currencies

German elections to boost EUR?

September 25, 2017
German elections to boost EUR?

Unlike the French elections in April-May, the EUR may not get a lift from the German elections held on Sunday.

Europe / GDP

Merkel falls short of majority

September 25, 2017
Merkel falls short of majority

German Chancellor Angela Merkel has won a fourth term, but her party has lost considerable support, while the far-right Alternative for Germany has become a key opposition player.

Europe / Currencies

EUR bulls wary of German election outcome

September 22, 2017
EUR bulls wary of German election outcome

The EUR/USD picked up ahead of this weekend’s federal elections in Germany, but the upside is limited, with all parties likely to fall short of a majority and likely gains by the far-right opposition

Featured Publications

China / Real Estate

China Retail Property: Don’t underestimate rental upside

September 07, 2017
China Retail Property: Don’t underestimate rental upside

While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...

Global / GDP

Q4 Outlook: Enduring myths

September 07, 2017
Q4 Outlook: Enduring myths

The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.

Global / Oil and Gas

Oil price: Rebalancing underway

August 25, 2017
Oil price: Rebalancing underway

We have lowered our 2017 Brent crude oil price forecast by US$5 per barrel due to higher-than-expected US shale production. But we remain positive on rebalancing in 2H17 and into 2018.