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Developed Markets / Equities

Wall Street Tanks

March 22, 2017
Wall Street Tanks

The Trump trade falters in the US; European stocks lose the most in a month

Asia / Equities

Asian Equities Mostly Higher

March 22, 2017
Asian Equities Mostly Higher

Hong Kong posts fourth straight daily gain

Global / Currencies

US Dollar Drops

March 22, 2017
US Dollar Drops

But yen, euro, pound post gains

Global / FX Currents

Gold (XAU/USD):Still Working a Range

March 21, 2017
Gold (XAU/USD):Still Working a Range

Struggling into a resistance marker.

Global / Insights

DBS Chief Investment Office Collection

March 20, 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

Risk Assets Push Higher amid “Dovish” Fed

March 20, 2017
Risk Assets Push Higher amid “Dovish” Fed

But looser financial conditions may force the Federal Reserve to normalise monetary policy quicker

Global / FX Chartist's Diary

NZD/USD: Little Expected from RBNZ OCR Review

March 20, 2017
NZD/USD: Little Expected from RBNZ OCR Review

The current decline may still have one more leg to go before stabilising.

Global / Equities

Equity Tactical: VF Corp, China Railway Group

March 18, 2017
Equity Tactical: VF Corp, China Railway Group

There are signs that the two-year long decline could be ending

Global / Equities

Equity Tactical: Denso, Total

March 14, 2017
Equity Tactical: Denso, Total

Beyond any short-term consolidation, the potential for the stock to go higher remains

Insights and Analysis

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Thailand / GDP

Narrower Current Account Surplus a Plus

March 21, 2017
Narrower Current Account Surplus a Plus

We expect Thailand’s current account surplus to narrow to 7.2% and 6.5% of GDP in 2017 and 2018 from 11.4% in 2016. A narrowing of the surplus should be seen as a positive sign.

Singapore / GDP

Ensuring Fiscal Sustainability

March 20, 2017
Ensuring Fiscal Sustainability

Singapore’s budget, announced last month, left many feeling it lacked the punch of previous years. But we think Budget 2017 is bigger than at first glance.

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

China / Real Estate

More Tightening Policies Rolled Out

March 21, 2017
More Tightening Policies Rolled Out

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.

China / Real Estate

Policies, Demand Underpin Profitability

March 21, 2017
Policies, Demand Underpin Profitability

We think that strict price controls and increasing land cost may compress the profitability of China’s developers.

China / Real Estate

Tightening Policies Spread

March 21, 2017
Tightening Policies Spread

We think that the valuations in China’s real estate sector has become excessive, given the likelihood that more tightening measures will be implemented.

Singapore / Equities

Singapore Wired Daily

March 22, 2017
Singapore Wired Daily

A daily digest of our market view, along with key highlights and our analysis on news stories affecting investor sentiment.

Global / Equities

Weekly Global ETF Commentary

March 21, 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

Banking on Fed Hikes

March 17, 2017
Banking on Fed Hikes

We highlight the Singapore stocks to watch, as the US Federal Reserve gets back on track with rate normalisation.

What's New

Our latest views

Here's a list of reports we released recently.


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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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Stocks to Watch

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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Malaysia / Inflation

Inflation to Edge Up on Oil Prices

March 22, 2017
Inflation to Edge Up on Oil Prices

Inflation in Malaysia might have risen to 3.8% in February, up from an already fairly high reading of 3.2% in January. Hikes in pump prices on the back on the turnaround in global energy prices is ex...

Thailand / GDP

Encouraging on the Export Front

March 22, 2017
Encouraging on the Export Front

Expectations for February data aside, the recent string of export data out of Thailand has been encouraging.

Taiwan / Rates

Little Impetus for Higher Rates

March 21, 2017
Little Impetus for Higher Rates

Taiwan dollar interest rates are likely to see limited upward pressure as US dollar rates go up, and will likely stay low for the foreseeable future.

Global / Currencies

Losing Patience Over Trump Policies

March 22, 2017
Losing Patience Over Trump Policies

The DXY Index closed below its psychological 100 level for the first time since February 6, as investors lose patience over Trump’s slow progress in delivering pro-growth policies.

Europe / GDP

Article 50 to be Triggered Next Week

March 21, 2017
Article 50 to be Triggered Next Week

The formal Brexit process will start next week, with the UK government planning on kick-starting the two-year process on March 29.

Europe / Rates

Is ECB Ready to Pull Back?

March 20, 2017
Is ECB Ready to Pull Back?

With a more upbeat European Central Bank, we may see monthly asset purchases trimmed in the second half, but a complete withdrawal is unlikely within this year.

Featured Publications

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...

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

Singapore / Real Estate

Rocky Road Ahead

March 07, 2017
Rocky Road Ahead

The property market in 2017 will remain a tenants’ market as a higher supply of new real estate will pose a risk to most subsectors. It will be another year of moderation for the Singapore property m...