A recovery in manufacturing could boost Singapore’s 2017 GDP growth to 2.8%.
Monetary tightening in China cannot go too far.
Hong Kong is benefitting from a recovery in exports.
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Monetary tightening in China cannot go too far; US protectionism and hikes by the Federal Reserve will complicate China’s policy on the yuan.
Hong Kong is benefitting from a recovery in exports; property and land prices keep marching north.
Contrary to expectations, India weathered demonetisation reasonably well. Downward revisions, however, cannot be ruled out.
Thanks to household consumption, Indonesia’s GDP growth may come in at 5.3% in 2017 and 5.4% in 2018.
The Singapore economy surpassed all expectations and surged 12.3% (quarter-on-quarter, seasonally adjusted) in the fourth quarter.
Looking beyond the headlines, domestic demand in Japan remains weak and core inflation is almost zero.
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