Sentiment improves after latest set of labour data amid global political rumblings
But Taiwan and Asia buck the trend
Investors digest fallout from New Zealand politics and latest Catalonia developments
The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
It has tried the 108s seven times, but this time it might be different
Gold on the rise amid dollar weakness, "dovish" Fed, and lingering geopolitical uncertainties
One cannot say the precious metal has entered a bullish phase until it clears a key resistance
Ahead of Japan's snap elections, the trade plan remains biased to buying USD on dips, albeit within a congestion zone
The ETF is looking overbought in the short term
While the pace of reserves accumulation in India will moderate, the current stock should be sufficient to cushion India against external vulnerabilities.
The current dynamic of modest growth, low inflation, and easy liquidity has made investors so comfortable that they are hardly pricing in political risks; we think such complacency, in the presence o...
Thanks to benign inflation, the Monetary Authority of Singapore is keeping its policy stance unchanged even as the economy improves.
Despite picking up from August, sales by gross floor area sold fell 5.7% y-o-y in September.
We believe that steel prices will resume their uptrend in 4Q17, brightening the earnings outlook till 1Q18.
While demand for property remains strong in Qingdao, a shortage in saleable assets will mean weak sales in 4Q17 and 1Q18. We think the sector’s outperformance may not continue.
The Singapore property developer will take the hotel firm private if it proceeds with its takeover bid. For more top stories on Singapore’s market, see Singapore Wired Daily.
While the market usually corrects during the period of the Congress, it picks up after that; we think that the two investment themes are the Belt and Road Initiative and Xiong'an New Area.
We think that a weak USD, low bond yields, cheaper valuations in emerging markets, stronger growth of China, and higher commodity prices will support emerging market assets.
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.
The USD/KRW has scope to move lower toward the floor of its KRW1,110-1,150 range, if the Korea 10-year bond yield widens its differential against its US counterpart.
Market expectations for monetary tightening in South Korea have increased significantly following the central bank’s meeting this week, but tensions with North Korea remain the wild card.
The Reserve Bank of India’s caution with respect to easing rates is another sign that the central bank views the current slowdown as more cyclical than structural.
Political headwinds are unlikely to throw the European Central Bank off its plans to taper quantitative easing later this month, possibly with a “lower volumes for longer duration” stance.
The different assumptions underlying inflation and employment – as well as speculation on the successor of Fed chair Janet Yellen – are complicating forecasts on USD interest rates.
The divergent monetary policy outlook between the G10 and the emerging markets suggests that emerging market government bonds are likely to hold up better.
The One Belt, One Road initiative is a novel concept, integrating the goals of foreign policies with economic imperatives. We take a look at the wide-ranging impact that this programme will have on c...
While retail space in China is set to increase over the next couple of years, we think that the risk of oversupply is overstated; we analyse the trends and dynamics which we believe would prop up ret...
The myth that Asia is still dependent on the US for growth needs to be popped; it won’t be long, we believe.