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Developed Markets / Equities

US stocks mixed

July 21, 2017
US stocks mixed

Mueller’s Trump probe said to widen

Global / Currencies

US dollar remains weak

July 21, 2017
US dollar remains weak

Concern that the US economy recovery is faltering remains

Asia / Equities

Asian stocks continue winning streak

July 21, 2017
Asian stocks continue winning streak

Sentiment improves after Wall Street touches new highs

Global / FX Currents

The loonie continues to gain ground

July 20, 2017
The loonie continues to gain ground

Why fight a central bank? Stay in lockstep with BOC hawkishness

Global / Insights

DBS Chief Investment Office Collection

July 19, 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 / Insights

Dovish Fed Boosts US Equities

July 17, 2017
Dovish Fed Boosts US Equities

The S&P 500 Index continued to push higher as the latest comments from the Federal Reserve gave a boost to sentiments

Hong Kong / Equities

Sands China's uptrend is ripening

July 21, 2017
Sands China's uptrend is ripening

After being sideways for nearly a year, a base may now be set for the stock resume its uptrend

Hong Kong / Equities

Haier's recent consolidation provides a long opportunity

July 20, 2017
Haier's recent consolidation provides a long opportunity

Last week's move above a downtrend line from June confirms that the downward pressure on Haier has eased

Hong Kong / Equities

Remain long China Communications Construction Company

July 19, 2017
Remain long China Communications Construction Company

The stock is attempting to break through a key resistance

Insights and Analysis

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China / Rates

Bond Connect sees solid demand

July 17, 2017
Bond Connect sees solid demand

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 / GDP

A temporary pause

July 11, 2017
A temporary pause

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...

Global / Currencies

Has the EUR peaked?

July 04, 2017
Has the EUR peaked?

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.

Singapore / Industrials

Creating global champions

July 20, 2017
Creating global champions

We believe it is time for Singaporean shipyards to reform, restructure, and reposition themselves to create global champions.

China / Real Estate

Listed developers’ growth in June underperformed the market

July 18, 2017
Listed developers’ growth in June underperformed the market

Listed developers’ contracted sales up 36% m-o-m, while national sales surged 45% m-o-m in June 2017.

China / Real Estate

Guangzhou pushes for rental market development

July 18, 2017
Guangzhou pushes for rental market development

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.

Singapore / Equities

Sembcorp Industries could re-rate

July 21, 2017
Sembcorp Industries could re-rate

We believe Sembcorp Industries could re-rate if it divests of Sembcorp Marine. For more top stories on Singapore’s market, see Singapore Wired Daily.

Singapore / Equities

STI’s recent rally lacks follow-through

July 19, 2017
STI’s recent rally lacks follow-through

We hold that view as we believe investors will prefer to wait for the 2Q results season to unfold. As such, we are maintaining our portfolio picks in this update of the Singapore Model Portfolio.

Global / Equities

The US ETF market passed the US$3t mark

July 17, 2017
The US ETF market passed the US$3t mark

Partly thanks to Janet Yellen’s dovish remarks, US-listed ETFs posted net inflows of US$8,249.61m in the past week. For more details, see our Weekly Global ETF Commentary.

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Asia-wide Coverage

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


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Model Portfolio

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


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Economics Daily

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Japan / GDP

BOJ remains uncomfortable

July 21, 2017
BOJ remains uncomfortable

We expect the central bank to keep short-term and long-term interest rate targets unchanged in the next 6-12 months and continue to anchor the yield curve through flexible bond purchases.

Indonesia / GDP

Little to lose sleep over

July 21, 2017
Little to lose sleep over

The anti-climactic Bank Indonesia decision kept interest rates steady and gave little hint of a change in policy stance anytime soon. But there were some important cues on the GDP growth trajectory.

India / Rates

RBI revives discussion on new liquidity tool

July 20, 2017
RBI revives discussion on new liquidity tool

To counter the risk to liquidity from strong foreign portfolio inflows, the Reserve Bank of India has reportedly revived discussions on a new liquidity tool – Standing Deposit Facility.

US / GDP

US jobless claims hover at 44-year low

July 21, 2017
US jobless claims hover at 44-year low

No matter how the numbers are sliced, labour markets in the US are tight and inflation remains elusive. Only one will last.

Europe / Rates

ECB fails to convince markets

July 21, 2017
ECB fails to convince markets

The European Central Bank again played down the prospect of policy tightening, and markets once again refused to buy into the rhetoric, pushing German yields and the EUR up.

Global / Currencies

EUR takes on ECB, faces profit-taking risk

July 21, 2017
EUR takes on ECB, faces profit-taking risk

The markets took the EUR higher after it viewed that the European Central Bank was not dovish enough at its Thursday meeting. But after strong gains this week, the EUR faces profit-taking risk.

Featured Publications

China / Consumer Goods

China Pork: A meaty task to meet demand

July 04, 2017
China Pork: A meaty task to meet demand

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 ...

Global / GDP

Q3: Forging ahead

June 08, 2017
Q3: Forging ahead

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.

Malaysia / Industrials

Malaysia construction: Chinese contractors - friend or foe?

June 02, 2017
Malaysia construction: Chinese contractors - friend or foe?

Chinese participation in Malaysia’s construction space has been the most apparent in the building sector; we think that small contractors which have the most exposure to private-sector condominium pr...