Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Global / Currencies

Euro Gains Strength

April 24, 2017
Euro Gains Strength

Market is in relief as anti-establishment risk lessens in France

Asia / Equities

US Equities Fall ahead of French Vote

April 24, 2017
US Equities Fall ahead of French Vote

But stocks end above session lows after Trump promises a tax reform plan this week

Developed Markets / Equities

US Equities Fall ahead of French Vote

April 24, 2017
US Equities Fall ahead of French Vote

But stocks end above session lows after Trump promises a tax reform plan this week

Global / Insights

DBS Chief Investment Office Collection

April 24, 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

French Political Risk Eases

April 24, 2017
French Political Risk Eases

Investors heave a sigh of relief as Macron emerges as favourite to lead France

Global / FX Currents

The Jury is Still Out on Oil's Balancing Act

April 18, 2017
The Jury is Still Out on Oil's Balancing Act

The recent peak at 53.76 could leave open the possibility for oil prices to revert

Japan / Equities

Equity Tactical: Nippon Telegraph & Telephone, East Japan R...

April 24, 2017
Equity Tactical: Nippon Telegraph & Telephone, East Japan Railway

The stock could soon rise as the downward pressure is easing

Global / FX Chartist's Diary

Opportunities Remain for AUD/USD

April 24, 2017
Opportunities Remain for AUD/USD

We stick to a top-picking approach to tactically trade the AUD

Global / Equities

Equity Tactical: Infosys, IBM

April 21, 2017
Equity Tactical: Infosys, IBM

A short-term rebound could be due for Infosys. See also our update on IBM

Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Taiwan / GDP

Trump’s Policies and Taiwan, Revisited

April 20, 2017
Trump’s Policies and Taiwan, Revisited

We discuss the implications of US President Donald Trump’s policies for Taiwan in four major topics – trade, investment, government policies, and financial markets.

Indonesia / Currencies

A Stronger Rupiah Is Positive for Indonesia

April 20, 2017
A Stronger Rupiah Is Positive for Indonesia

We believe that a gradual strengthening of the Indonesian rupiah will boost investment; expect Bank Indonesia to continue accommodating a gradual strengthening of the currency.

China / Currencies

Room to Loosen Controls

April 13, 2017
Room to Loosen Controls

Now that outflows have stabilised, China should have more room to loosen controls on its currency. But any lifting of capital restrictions will likely be gradual.

China / Basic Material

China’s Steel Sector: Supply Reform

April 24, 2017
China’s Steel Sector: Supply Reform

Should China manage to balance state support for restructuring and the most efficient and effective market mechanisms, it could potentially establish the most competitive steel mills in the world.

Indonesia / Financials

Bridging Gaps with the Under-Banked

April 18, 2017
Bridging Gaps with the Under-Banked

Indonesia has among the lowest bankable population in the world and the government’s push towards improving financial inclusion opens opportunities to multi-finance companies.

China / Real Estate

Slowing Sales Volume Growth

April 18, 2017
Slowing Sales Volume Growth

In China, the volume of residential gross floor area (GFA) sold in 3M17 is moderating, yet GFA of new starts accelerated – which may lead to an inventory build-up if sales slow in 2H17.

Global / Equities

Weekly Global ETF Commentary

April 24, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Singapore / Equities

Japfa Ltd’s Recent Sell-Down Is Excessive

April 24, 2017
Japfa Ltd’s Recent Sell-Down Is Excessive

The stock’s recent slide is unwarranted as day-old chick/broiler prices have recovered. For more top stories on Singapore’s market, see Singapore Wired Daily.

Singapore / Equities

Property Stocks Take a Breather

April 19, 2017
Property Stocks Take a Breather

After the rally in property stocks this year, short-term traders should watch out for profit-taking; investors with a mid-term horizon can look to buy on a pullback.

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
Singapore / Inflation

Inflation Is Marching Northwards

April 24, 2017
Inflation Is Marching Northwards

Singapore’s headline consumer price index inflation figure for March is likely to register 0.9% year-on-year. And we believe inflation will continue to rise in the coming months.

Japan / GDP

BOJ May Upgrade Growth Outlook…

April 24, 2017
BOJ May Upgrade Growth Outlook…

… But trim inflation forecast this week. And it remains too early to expect the Japanese central bank to start the process of quantitative easing exit.

Thailand / GDP

Strong Import Growth to Bode Well for Exports

April 24, 2017
Strong Import Growth to Bode Well for Exports

Most of the lift in Thailand’s imports for March is likely to have come from shipment of intermediate goods (17% in the year-to-date), which will be positive for the outlook of exports.

US / GDP

The US Housing Party Won’t End Soon

April 24, 2017
The US Housing Party Won’t End Soon

Average US home prices are back above their pre-Lehman peaks. And with 15-year mortgage rates at 3.03% – barely above zero after adjusting for inflation – few expect the housing party to end anytime ...

Europe / GDP

French Elections Deliver Expected Results

April 24, 2017
French Elections Deliver Expected Results

The euro briefly jumped to a five-month high as fears over a euro-sceptic winner eased. Markets are likely to closely watch the rhetoric over the next fortnight, especially as the two candidates’ bel...

Global / Currencies

Relieved with French Election Outcome

April 24, 2017
Relieved with French Election Outcome

Markets are hopeful following the French election results but are wary of Trump’s tax plan announcement on Wednesday.

Featured Publications

Malaysia / Financials

Islamic Banking: An Unconventional Banking Aspect

April 11, 2017
Islamic Banking: An Unconventional Banking Aspect

Malaysia, having acquired expertise through actively pioneering initiatives and delivering solutions in the Islamic banking industry, is indisputably making inroads into becoming the global hub for I...

Asia / Industrials

Aircraft Leasing – Asian Players Taking Flight

April 06, 2017
Aircraft Leasing – Asian Players Taking Flight

Today, five of the 12 largest aircraft lessors hail from Asia. Most of their growth were through acquisition and they have been linked to all manner of activity in the aviation sector.

China / Consumer Services

China Senior Housing: An Attractive Trap

March 13, 2017
China Senior Housing: An Attractive Trap

Contrary to common belief that there is an undersupply of senior housing in China, we believe there will likely be oversupply in the near future. Developers will need to shift their mindset to one of...