Why fight a central bank? Stay in lockstep with BOC hawkishness
The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
The S&P 500 Index continued to push higher as the latest comments from the Federal Reserve gave a boost to sentiments
After being sideways for nearly a year, a base may now be set for the stock resume its uptrend
Last week's move above a downtrend line from June confirms that the downward pressure on Haier has eased
The stock is attempting to break through a key resistance
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.
We believe it is time for Singaporean shipyards to reform, restructure, and reposition themselves to create global champions.
Listed developers’ contracted sales up 36% m-o-m, while national sales surged 45% m-o-m in June 2017.
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 believe Sembcorp Industries could re-rate if it divests of Sembcorp Marine. For more top stories on Singapore’s market, see Singapore Wired Daily.
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.
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.
Here's a list of reports we released recently.
In-depth and latest analyses on individual company stocks across multiple Asian markets and key industry sectors.
Here are our lists of recommended stocks, built for risk profiles ranging from Conservative to Balanced.
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.
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.
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.
No matter how the numbers are sliced, labour markets in the US are tight and inflation remains elusive. Only one will last.
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.
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.
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.
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...