After achieving the best growth in a decade last year, the Eurozone economy is off to a softer start in 2018; this affirms our expectations that policy withdrawal will be calibrated and no rate hike ...
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...
While most do not expect a major spike in inflation, it is increasingly clear from the Fed’s communication that Fed governors will not wait for actual inflation prints to surprise on the upside befor...
Steel prices in China and Asia are bottoming out; we expect solid earnings for 1Q18 and no serious damage in 2Q18 despite the fall.
Developers are reporting divergent pre-sales growth for 1Q18; we think investors should be selective and choose quality players such as Country Garden, Shimao, and Yuzhou.
We expect some short-term volatility in the automotive sector following this announcement but there will not be any earnings impact, at least in the immediate future.
While earnings were the primary driver of risk appetite earlier in the week, investors grew concerned about a jump in bond yields that reflected rising inflation expectations. For more, check out our...
We think that the trust’s balance sheet position will improve upon the sale of Sembawang Shopping Centre. For more, check out today’s Singapore Wired Daily.
We expect its new CEO’s initiatives to improve store performance will pay off over the next few years. For more, check out our Singapore Model Portfolio.
In a surprising move, India’s central bank took a very dovish view on the inflation path for the year while keeping benchmark rates unchanged on Thursday.
The repercussions on Taiwan, a main supplier of electronic components to China, should be smaller than initially feared. We will be watching this space.
Pre-occupation with SGD strength from a potential MAS steepening has distracted the market from tighter SGD liquidity.
Markets have grown accustomed to a persistently flattening US Treasury curve and thus were understandably confounded when the curve bear-steepened in the latter half of last week. For more on currenc...
The ECB and the BOJ are expected to stick to their accommodative monetary policies, given benign inflation and stable growth.
Concerns over the results of the Italian elections, a potential trade war with the US, and the strength of the Euro could keep investors on edge this week.
Wealth Dailies rounds up overnight markets with Market Snapshot, Singapore Wired Daily, and Regional Morning Pack
Renewed selling in technology shares overshadows what has so far been a solid earnings season
Chipmakers' rout widens after TSMC ignites smartphone fears
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.
At the moment, the currency is barely moving ahead of the 26 April ECB policy meeting.
Until bigger levels are surmounted, go along with consolidation as a theme
No major flight to safety despite Syrian air strikes; markets are viewing this as a one-off
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.
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...
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...