Insights and Analysis

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  • Economics
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Hong Kong / Growth

Hong Kong Outlook 2020: Challenges Galore

November 20, 2019
Hong Kong Outlook 2020: Challenges Galore

The ongoing social movement and China-US trade war pushed Hong Kong to a technical recession in 3Q.

Singapore / Growth

Singapore outlook 2020: Getting out of the woods

November 18, 2019
Singapore outlook 2020: Getting out of the woods

A trough in the growth cycle is in the making, with outlook expected to improve gradually. GDP growth is expected to register 1.4% in 2020 while inflation should remain manageable at 1.1% next year.

China / Growth

China Outlook 2020: A Better Year Ahead

November 11, 2019
China Outlook 2020: A Better Year Ahead

China’s GDP growth will moderate to 5.8% next year, slower than the 6.1% forecast for 2019. Intensified policy support is a necessity to buttress the economy.

Asia / Oil & Gas

Natural Gas & LNG Trends: LNG solutions in prime play

November 19, 2019
Natural Gas & LNG Trends: LNG solutions in prime play

The world is currently awash with LNG, following the tidal wave of liquefaction terminals coming online from 2016.

Indonesia / Consumer

Indonesia’s Consumer Market: 1 country, 18,000 islands and ...

October 31, 2019
Indonesia’s Consumer Market: 1 country, 18,000 islands and 260m baskets

Our analysts took a deep dive exploring how Indonesia’s consumption basket is set to change as the country’s economy continues to grow.

Asia / Health Care

Immunotherapy: a breakthrough in fighting cancer

October 29, 2019
Immunotherapy: a breakthrough in fighting cancer

Our analysts took a deep dive to understand what immunotherapy is all about and how this latest breakthrough may affect cancer treatment universally.

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.

China / Equities

Market Strategy: What if HK unrest ends?

August 15, 2019
Market Strategy: What if HK unrest ends?

Civil unrest in Hong Kong continue to weight on its economy with expectations for GDP growth to fall to 0% for the year.

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs

June 21, 2019
Global ETF Strategy: Geopolitics and Gold, Oil ETFs

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Asia / Growth

Weekly: Nowcast says room for cautious optimism

November 22, 2019
Weekly: Nowcast says room for cautious optimism

The latest iteration of our GDP Nowcast models for China, India, and Singapore provides room for some cautious optimism.

Asia / Equity, Property

Weekly: Asia’s softened property and equity markets

November 15, 2019
Weekly: Asia’s softened property and equity markets

Economic slowdown and geopolitical uncertainties have taken a large amount of froth out of Asia’s property and equity markets in recent years.

China / Growth

China: Sub-6% growth ahead

November 14, 2019
China: Sub-6% growth ahead

GDP growth will slow further to 5.8% in 4Q19 and result in a full-year of 6.1% this year.

Global / FX, Rates

Neutral on FX and rates

November 22, 2019
Neutral on FX and rates

Neutral on FX as year-end looms. US yields rangebound amid conflicting trade negotiations signals.

Global / FX, Rates

Recalibrating optimism in FX and rates

November 21, 2019
Recalibrating optimism in FX and rates

Asia FX recalibrating optimism. Fed cuts vindicated as Nowcasts point to US growth below 1%.

Global / FX, Rates

Headwinds for SGS; China liquidity and credit

November 19, 2019
Headwinds for SGS; China liquidity and credit

The issuance calendar is challening for longer-term SGS. Chinese credit faces confluence of liquidity and leverage risks.

Market Movers

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

Bolsonaro wants to see a stronger real

November 22, 2019
Bolsonaro wants to see a stronger real

Brazil’s currency has tumbled on the back of a combination of domestic and international factors

Asia / Equities

Hong Kong’s stock rebounds have been punishing

November 22, 2019
Hong Kong’s stock rebounds have been punishing

Subsequent falls are a painful reversal for those who chased the rally at the start of the week

Developed Markets / Equities

US and Asian investors flock to European tech

November 22, 2019
US and Asian investors flock to European tech

European technology companies are set to raise a record USD34b in 2019

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

4Q19 Outlook: Ride the Wave

October 24, 2019
4Q19 Outlook: Ride the Wave

DBS CIO Hou Wey Fook shares how to generate positive returns in a world of zero to negative yields

Global / Outlook

3Q19 Outlook: A Changing World

September 06, 2019
3Q19 Outlook: A Changing World

DBS CIO Hou Wey Fook shares how to capitalise on game-changing trends as old business models unravel

Global / Outlook

2Q19 Outlook: Lift to Win

April 17, 2019
2Q19 Outlook: Lift to Win

DBS CIO Hou Wey Fook shares how the barbell strategy outperforms in volatile 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.