Insights and Analysis

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Global / Economics

The Asia Economist

September 18, 2020
The Asia Economist

Chang Wei Liang and Samuel Tse on the present and future of digital currencies.

Asia / GDP

North Asia Chartbook: More signs of recovery, but pace diff...

September 16, 2020
North Asia Chartbook: More signs of recovery, but pace differs

Recovery is gathering pace in China and Taiwan and is back on track in Japan and South Korea.

India / Rates

India: Pandemic puts policy on a balance beam

September 15, 2020
India: Pandemic puts policy on a balance beam

The RBI seeks to balance a dollar deluge, FX stability and need to contain bond yields, while inflation plays spoilsport.

Global / Energy

COVID-19 and the energy transition landscape

September 17, 2020
COVID-19 and the energy transition landscape

We believe the COVID-19 hard reset could prove to be the catalyst for oil majors to pump more capital into renewables to transition beyond petroleum.

Hong Kong / Real Estate

COVID-19 changing HK’s property demand

September 03, 2020
COVID-19 changing HK’s property demand

The pandemic is bringing structural change to Hong Kong’s property market over the long term. We take a look at its impact across the different segments.

Global / Technology

2020 Asian Insights Conference Notes #9: Leveraging Technol...

August 27, 2020
2020 Asian Insights Conference Notes #9: Leveraging Technology as a Force for Good

DBS’ Group Head of Institutional Banking, Tan Su Shan, asks experts how they are leveraging technology to do good in these pandemic times.

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020
2020 Asian Insights Conference Notes #10: Finding Profitable Solutions to Problems of People & Plane

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

Singapore / Equities

Thai Monthly Strategy: Multiple headwinds

March 04, 2020
Thai Monthly Strategy: Multiple headwinds

Rising political risks, slowing economy and Covid-19 led uncertainties caused SET to tumble 15% year to date, severely underperforming regional peers.

Hong Kong / Equities

Hong Kong Market Strategy: Approaching the turning point

February 19, 2020
Hong Kong Market Strategy: Approaching the turning point

Oversold sectors expected to outperform as the global economy moves to recovery stage as new confirmed Covid-19 cases drop steadily.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Indonesia / Interest Rates

Indonesia: Monetary policy walks a tightrope

September 18, 2020
Indonesia: Monetary policy walks a tightrope

Bank Indonesia extended its pause on rates for a second consecutive month.

China / GDP

China: A more balanced recovery from August data

September 15, 2020
China: A more balanced recovery from August data

August data showed that the economic recovery made more headway.

Global / USD,Rates,Credit

Macro Insights Weekly: Tracking cross-asset correlations

September 14, 2020
Macro Insights Weekly: Tracking cross-asset correlations

Common shocks (pandemic), policy response (liquidity injection, rate cuts), and macro drivers have led to some perverse but logical market outcomes.

Global / FX,Rates

Market correction concerns; Bank Indonesia walks a tight ro...

September 18, 2020
Market correction concerns; Bank Indonesia walks a tight rope

The FX landscape is more challenging that 3 months ago. BI’s focus has shifted to unconventional policy steps

Global / FX

FX Daily: Market correction concerns

September 18, 2020
FX Daily: Market correction concerns

The FX landscape is more challenging that 3 months ago.

Global / FX

FX Daily: FOMC supports the USD, BOE to hurt the GBP

September 17, 2020
FX Daily: FOMC supports the USD, BOE to hurt the GBP

FX Daily: DXY to rise towards 95.8 if it breaks above 93.7.

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Global / Currencies

Pound traders see opportunity in UK-EU Brexit dispute

September 16, 2020
Pound traders see opportunity in UK-EU Brexit dispute

They think the two parties are bluffing and could see a windfall if history repeats itself

Asia / Equities

Hong Kong injects fresh virus stimulus

September 16, 2020
Hong Kong injects fresh virus stimulus

Together with eased social distancing restrictions, they aim to revive the fading economy

Developed Markets / Equities

S&P 500 rises for third consecutive trading session

September 16, 2020
S&P 500 rises for third consecutive trading session

Gains in tech shares help offset late slide in financials

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

Global / Outlook

3Q20 Outlook: Resilient in the Storm

July 08, 2020
3Q20 Outlook: Resilient in the Storm

DBS CIO Hou Wey Fook shares how to position your portfolio in these\nuncertainty times

Global / Outlook

2Q20 Outlook: Build to last

April 08, 2020
2Q20 Outlook: Build to last

DBS CIO Hou Wey Fook shares how to position your portfolio in these uncertain times

Global / outlook

1Q20 Outlook: New wine, new skin

December 20, 2019
1Q20 Outlook: New wine, new skin

DBS CIO Hou Wey Fook shares new ideas on how to position portfolios for this changing world

Featured Publications

Singapore / Consumer

Singapore Downstream F&B: Mass-market F&B set to sizzle

October 22, 2019
Singapore Downstream F&B: Mass-market F&B set to sizzle

Our analysts took a deep dive exploring the F&B business environment in Singapore, and examined how businesses can thrive in this lucrative, yet ever changing landscape.

China / Real Estate

China Property Management: Catch the rising stars

October 09, 2019
China Property Management: Catch the rising stars

Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.

Vietnam / Equities

Understanding Vietnam: A Rising Star

September 19, 2019
Understanding Vietnam: A Rising Star

Vietnam has found itself in a sweet spot as the prime beneficiary of the US-China Trade War, so much so that its economy is set to be bigger than that of Singapore’s within a decade.