Wealth Dailies rounds up overnight markets with Market Snapshot, Singapore Wired Daily, and Regional Morning Pack
It rises as world grapples with Venezuelan crude output risks
US-China truce on trade energises equities, but Australia shares slip
The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
As the world’s biggest buyer of oil, China may view the settlement of oil in Chinese yuan as a natural course of development.
We continue to believe that Asian equities are poised for further outperformance; we prefer exposure to Hong Kong/China and emerging ASEAN.
The unfolding price action is possibly bullish
In the meantime, we top-pick a tactical USD/JPY short
Once the AUD/NZD completes its run up, the AUD would have to respond lower
DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...
The Malaysia economy grew 5.4% YoY in 1Q18. Growth has turned out to be less broad-based and the outlook now appears uncertain after factoring in the impact of post-election policy changes.
Another week of macro dominance, as global trends outweigh idiosyncratic factors. EM will face little respite, as high rates/ US dollar, oil, trade tensions, and geopolitics show no sign of dissipati...
With the removal of GST, we expect the profit margin for private healthcare service providers to improve. We believe that the strengthening of domestic economic activities should improve healthcare a...
Given strong demand growth, we expect a copper shortage over the mid-term; LME copper prices on average will remain above US$7,000 per tonne and gradually rise.
We expect to see boosts in car sales as buyers buy ahead of the SST implementation. We also believe the reduction in excise duty is positive for selected players with higher percentage of cars below ...
ESR-REIT and VIT are merging to form the fourth-largest industrial REIT in Singapore. For more, check out today’s Singapore Wired Daily.
The average return of our active portfolio stocks improved to 7.1% from 3% in the previous month and outperformed the STI by 3.5% compared to 2.5% in the previous month.
Implementation of election pledges by the new Malaysian government will lift consumer and business sentiment, boosting the consumer, automotive, healthcare, and banking sectors.
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 5Y tenor of the SGS curve has been rich since the 2008/09 crisis
While we think that the outperformance of Korea Treasury Bonds may be largely done, they are still extremely attractive from a USD-hedged perspective.
Amid strong rate-hike expectations, HIBOR-LIBOR spreads have widened to the highest level, last seen in 2008. We think the prime lending rate will jump soon and likely reach 5.75% by end-2018.
In a special report on 17 May, Fitch Ratings said that the impact of US Fed hikes should be manageable for most Asia-Pacific Banks. An easing in trade tensions between US and China, while welcome, is...
First quarter GDP releases for Singapore and Taiwan would see slightly stronger growth while inflation in Hong Kong, Malaysia and Singapore will show a pick-up in price pressure; meanwhile Bank of Ko...
With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...
With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.
We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...
With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...