Oleh Jameel Ahmad, Global Head of Currency Strategy & Market Research FXTM Optimisme terhadap perdamaian dagang sementara antara Amerika Serikat dan China yang diumumkan setelah pertemuan G-20 di Argentina akhir pekan lalu berperan luar biasa dalam mengangkat selera risiko investor global di awal pekan perdagangan baru ini. Dolar yang melemah menguntungkan...
Fitch Ratings-Hong Kong/Singapore-03 December 2018: Fitch Ratings' outlook on the Asia-Pacific banking sector is stable for 2019, but tailwinds have faded across most of the region and more markets now face a negative sector outlook than a year ago. Trade tensions, rising interest rates and slower economic growth in...
Market sentiment: a yo-yo year The Indonesian equity market went on a mini bull run at the beginning of 2018, starting the year with the JCI at 6,356 before quickly climbing to its new all-time high of 6,689 on 19 Feb 2018. It plunged to...
The agreement to keep talking for 90 days during which tariffs are paused is an upside surprise. From an Asia perspective it means constructive progress. We see slight upside in our 2019 growth outlook. Our New MSCI China Target of 82 (+9%) now has more upside than...
Erwan TEGUH, Peter P. SUTEDJA, Namira LAHUDDIN | Analysts |  2018 has been volatile as market sentiment started off optimistically, turned sour by mid-1Q but has improved of late.Valuations, interest rate hike risks (rates not...
Jameel Ahmad, Global Head of Currency Strategy & Market Research FXTM Optimisme terhadap perdamaian dagang sementara antara Amerika Serikat dan China yang diumumkan setelah pertemuan G-20 di Argentina akhir pekan lalu berperan luar biasa dalam mengangkat selera risiko investor global di awal pekan perdagangan baru ini. Peningkatan selera risiko terlihat di...
Philip Wee, FX Strategist Eugene Leow, Rates Strategist DBS Group Research FX: A welcome but uncomfortable truce in Sino-US trade tensions Risk appetite has returned this morning on the positive Sino-US trade truce struck at the G20 Summit. In currency markets, the Australian dollar gapped up to 84 from 83 against the Japanese...
Taimur Baig, Chief Economist DBS Group Research Peak USD, peak rates, peak growth, and peak earnings? Will an asset market correction upend fed policy normalisation? How much will declining oil prices help EM? Where will we see fiscal support? We address these questions in our 2019-20 Outlook, covering 13 countries and 4...
Jovent GIOVANNY, Timothy HANDERSON Release date: November 19, 2018 Aggregate 10M18 presales (ex-JRPT) of Rp15.7tr-15.8tr formed 74% of FY18 target. Oct sales were slow amid lack of launches and Rp depreciation.So far, we think BSDE has the...
Eugene Leow, Rates Strategist Philip Wee, FX Strategist DBS Group Research US Rates: Powell’s comments not as dovish as the market thinks Overnight, the equity market had an outsized reaction to Powell’s speech with the S&P 500 up by 2.3%. The reaction in the rates space was more muted. 2Y UST yields...