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Developed Markets / Equities

S&P 500 has Second-best Day since March

April 21, 2017
S&P 500 has Second-best Day since March

Stocks jump amid corporate results and bets of coming tax cuts

Global / Currencies

Euro Hits Three-week High

April 21, 2017
Euro Hits Three-week High

Investors cover EUR shorts ahead of French election; USD extends gains

Asia / Equities

Most Asian Markets Rebound

April 21, 2017
Most Asian Markets Rebound

Chinese equities remain under the water

Global / Insights

DBS Chief Investment Office Collection

April 21, 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 / 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

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Be Alert, Not Alarmed over Geopolitical Risks

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

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

China / Equities

Chinese Equities Could Remain Volatile

April 20, 2017
Chinese Equities Could Remain Volatile

This could carry on until policymakers resolve the conflict between the desire for growth and the need to contain debt, says DBS Chief Investment Officer Lim Say Boon

Global / FX Chartist's Diary

What the UK’s Snap Election Could Mean for the GBP

April 20, 2017
What the UK’s Snap Election Could Mean for the GBP

The GBP bearish underlying tone has been negated

Insights and Analysis

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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.

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.

China / Real Estate

Selling Prices Trend Down

April 18, 2017
Selling Prices Trend Down

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.

Singapore / Equities

Valuations That Are Too Good to Ignore

April 21, 2017
Valuations That Are Too Good to Ignore

Keppel REIT’s valuations are too good to ignore; our current price target of S$1.23 offers a 15% upside. 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.

Singapore / Equities

This Stock Offers Nearly 7% Yield in STI’s Fading Rally

April 17, 2017
This Stock Offers Nearly 7% Yield in STI’s Fading Rally

With its prospective yield of 7%, Frasers Logistics & Industrial Trust is one of our top picks in a market rally that appears to be sputtering. Find out what else we like in our Singapore Model Po...

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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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Here are our lists of recommended stocks, built for risk profiles ranging from Conservative to Balanced.

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India / Currencies

Tolerance for Stronger Rupee in Focus

April 21, 2017
Tolerance for Stronger Rupee in Focus

The absence of comments to ‘talk down’ the rupee points to a new tolerance for a stronger currency. We will watch this space closely as a flows-driven rally in the currency runs the risk of reversal ...

Vietnam / Inflation

Inflation Has Peaked in Vietnam

April 21, 2017
Inflation Has Peaked in Vietnam

Inflation has peaked and improvement can be expected from the external front. As such, we expect inflation to ease to 3.2% in 2018, from 4% in 2017.

Taiwan / GDP

Export-Driven Recovery Will be Intact in Q2

April 21, 2017
Export-Driven Recovery Will be Intact in Q2

Taiwan’s exports sector has continued to benefit from the recovery of the US and the Chinese economy, innovation in the global tech industry, and the rebound in commodity prices. This will likely rem...

Global / GDP

Bringing the Housing Market Back to Earth

April 21, 2017
Bringing the Housing Market Back to Earth

As the US housing market starts showing signs that it’s running ahead of itself, the Federal Reserve will need to do what a Federal Reserve has to do: nudge real rates into reasonably positive territ...

Global / Rates

Outsized Moves in US Treasurys

April 21, 2017
Outsized Moves in US Treasurys

With risky assets still holding up relatively well, the slide in USD interest rates appears to be outsized. Just what is weighing on US Treasury yields?

US / Rates

The Fed Has to Get Back to ‘Normal’

April 20, 2017
The Fed Has to Get Back to ‘Normal’

It’s a straightforward picture – jobless claims are at their lowest in history, opportunities are at their highest, and wage growth is accelerating. Now is the time to raise interest rates.

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...