The Bond Connect programme, which was launched on 3 July, has been seeing solid demand; the RMB16bn bond issue by Agricultural Development Bank of China was ten times oversubscribed
Taiwan’s economy will likely strengthen in the second half as new consumer electronics are introduced later in the year; we expect growth of 2.5% this year and 2.3% next year with upside risks to the...
The market may be too hasty in expecting the ECB to step up its exit from quantitative easing. We continue to see EUR/USD consolidating within its post-QE range of US$1.04-$1.16.
With the industrial sector seeing a supply drop off, we believe the operating environment should improve year-on-year in 2018 but a more sustained recovery will only be seen from 2H18 onwards.
Despite the low seasonality in 2Q17F, we expect Chularat Hospital and Rajthanee Hospital to register strong earnings growth. But premium hospitals may not fare as well.
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.
We expect Singapore’s manufacturing sector’s growth momentum to taper in 2H17, affecting landlords of industrial space. For more top stories on Singapore’s market, see Singapore Wired Daily.
Half of the top 10 most traded exchanged-traded funds by Singapore clients are those listed in Singapore.
US-listed exchange-traded funds (ETFs) had another week of solid inflows, with US fixed income ETFs leading weekly inflows. For more details, see our Weekly Global ETF Commentary.
Only then will it help to lift domestic wage growth in Thailand, which in turn will provide a boost to GDP growth.
Recent regulatory changes by the Indian government should result in strong capital inflows in 2Q17, offsetting the wider current account deficit and supporting the balance of payments position.
The plan aims to boost income for Korea’s citizens and reduce income inequality; we are keeping our GDP forecasts at 2.7% for this year and 2.8% for 2018.
The possibility of disappointing Australian inflation data and a dovish central bank statement, both due on Wednesday, pose downside risks for the AUD/USD.
Eurozone purchasing managers’ indices demonstrate the underlying divergence between growth and inflation dynamics, and why the European Central Bank is being cautious on tapering.
Even the lowest estimates for 2Q17 US GDP growth put the number at a solid 2.4%. It seems falling inflation is the only reason the US won’t be hiking rates in September, but that should be transitory
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 equities grinded higher amid ongoing monetary accommodation and upbeat corporate earnings
Why fight a central bank? Stay in lockstep with BOC hawkishness
The stock has broken above a key resistance following an earnings boost
We would capitalise on minor AUD setbacks
BMW's mid-July rebound turned out to be a dead cat bounce
Given the current oversupply situation, including the capacity under development, we believe investment opportunities in Thailand’s power sector are limited.
Rising incomes and urbanisation would drive Chinese consumers towards a diet based more heavily on animal protein. We take a look at the pork industry, which would be enjoying both steady growth and ...
Everything in the economy is back to normal. Best plan on one hike per quarter through mid-2019, with the risk that the Federal Reserve has to up the pace before then.