Insights and Analysis

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Global / Economics,FX,Rates

DBS 2021 Outlook: A bifurcated World

December 03, 2020
DBS 2021 Outlook: A bifurcated World

After a pandemic like no other, the world will strive to pick up the pieces and move on in 2021. But there will be bifurcations caused by accelerated disruptions and structural factors.

Global / Economics & Strategy

December Macro Insights Livestream

December 03, 2020
December Macro Insights Livestream

A Bifurcated World

Global / Economics

Kopi time with Taimur Baig podcast E37

December 03, 2020
Kopi time with Taimur Baig podcast E37

Mckinsey's Ziad Haider on US presidential transition.

Asia / Industrials

Modern Logistics: Focus on Technology and Agility

November 30, 2020
Modern Logistics: Focus on Technology and Agility

The market for modern logistics in Asia is growing with the proliferation of e-commerce and shifts in supply chain strategies due to trade tensions and COVID-19.

Thailand / Consumer,Healthcare

Challenges facing Thailand’s tourism sector

November 12, 2020
Challenges facing Thailand’s tourism sector

Thailand is among the top 10 most visited destinations in the world. But all that changed with the COVID-19 outbreak. How can it sustain its pole position in the post-pandemic era?

Asia / Info Technology

Asia Technology: Time for a New Game Plan

November 04, 2020
Asia Technology: Time for a New Game Plan

Several players in e-commerce and ride-hailing industries aspiring to be the next SuperApp in emerging economies, such as India and Indonesia, may need to rethink their ambitions.

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
Global / FX, Rates, Credit

Macro Insights Weekly: 12 trade ideas for 2021

November 30, 2020
Macro Insights Weekly: 12 trade ideas for 2021

We outline a dozen macro trade ideas for 2021 in the rates, currency, and credit space, around themes including economic rebound, global search for yield, and weakness in USD.

India / GDP, Rates

India: Upward revision in growth confirms RBI pause

November 30, 2020
India: Upward revision in growth confirms RBI pause

GDP growth recovered sharply in 3Q20 (2QFY) to -7.5% y/y, vs our forecast at -8.0%, as the economy continued to unlock and tracks the broader regional uptrend.

Singapore / Growth, FX

Singapore: Recovery is on track

November 23, 2020
Singapore: Recovery is on track

Third quarter GDP figures released today has further reinforced the view that recovery is underway.

Global / FX

FX Daily: After three days of selling USD

December 04, 2020
FX Daily: After three days of selling USD

A pause ahead of today’s US monthly jobs report

Global / Rates,FX

Macro Strategy: RBI and USD pause

December 04, 2020
Macro Strategy: RBI and USD pause

RBI communication and FX pause

Global / Credit,FX

FX Daily: DXY vs EUR

December 03, 2020
FX Daily: DXY vs EUR

DXY and EUR lack a clear relative advantage over the other.

Market Movers

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

Kiwi’s edge over Aussie dollar may be nearing end

November 30, 2020
Kiwi’s edge over Aussie dollar may be nearing end

Tailwinds from the Reserve Bank of New Zealand are fading

Asia / Equities

Tech stocks are slowly gaining prominence in Singapore

November 30, 2020
Tech stocks are slowly gaining prominence in Singapore

They have kept Singapore’s benchmark gauge from recouping the losses from March’s market meltdown

Developed Markets / Equities

US stocks look for positive start to the week

November 30, 2020
US stocks look for positive start to the week

Investors monitor progress on the path to a coronavirus vaccine

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

4Q20 Outlook: On The Mend

October 27, 2020
4Q20 Outlook: On The Mend

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

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

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.