Insights and Analysis

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China / Rates

High Noon for distressed Chinese credit

September 17, 2019
High Noon for distressed Chinese credit

Chinese credit spreads have widened amidst growth risks and worsening profitability. A coming wall of maturities is likely to pose rollover concerns and mark High Noon for distressed Chinese credit.

Taiwan / Growth

Taiwan: Made-in-Taiwan (MIT) back to the fore

September 12, 2019
Taiwan: Made-in-Taiwan (MIT) back to the fore

After two decades of investment exodus and industrial hollowing out, “Made-in-Taiwan” (MIT) is coming back to the fore, driven by a combination of external push and domestic pull factors.

South Korea / Growth, Rates

South Korea Chartbook: More stimulus needed, more coming

September 10, 2019
South Korea Chartbook:  More stimulus needed, more coming

Concerns over prolonged economic weakness / deflation will likely mount in the months ahead, justifying the call for more stimulus.

Indonesia / Commodities

Nickel and the Battery Revolution: A New Dawn for Nickel in...

September 18, 2019
Nickel and the Battery Revolution: A New Dawn for Nickel in Batteries

Our analysts took a deep dive exploring technological advancements in the Nickel market and how it may help with the mass adoption of Electric Vehicles in the near future.

Asia / Technology

Super Apps in Financial Services: Business Models and Oppor...

September 12, 2019
Super Apps in Financial Services: Business Models and Opportunities

Our analysts took a deep dive exploring implications on the banking and insurance sectors as SuperApps continue to gain prominence and establish themselves as a hallmark to modern convenience.

Asia / Oil and Gas

Natural Gas & LNG Trends in Asia: The Volume Game is Strong

August 21, 2019
Natural Gas & LNG Trends in Asia: The Volume Game is Strong

How will the APAC energy landscape change in the coming years as demand for natural gas grows exponentially amidst calls for a cleaner energy environment? Our analysts find out.

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
Global / Growth, Rates

Weekly: Literal and metaphorical smog

September 20, 2019
Weekly: Literal and metaphorical smog

Human-generated smog, literal and metaphorical, is characterising the global economic and markets outlook.

US / Monetary, Rates, FX

Fed cuts with 3 dissents and funding challenges

September 19, 2019
Fed cuts with 3 dissents and funding challenges

FOMC’s 25bps policy rate cut with little concern about the outlook left the market dissatisfied.

India / Growth, Rates

India: Round four of growth support measures

September 16, 2019
India: Round four of growth support measures

Finance Minister Sitharaman unveiled the fourth set of support measures over the weekend.

Global / FX

GBP, AUD, JPY, and CNY under focus

September 20, 2019
GBP, AUD, JPY, and CNY under focus

GBP, AUD, JPY, and CNY are under focus. China's loan prime rate to be watched.

Global / FX, Rates

Fed’s non-committal forward guidance; We still favour the U...

September 19, 2019
Fed’s non-committal forward guidance; We still favour the USD

The Fed delivers a hawkish cut. Central banks’ policies still favour the USD.

Global / FX, Rates

Liquidity management and the Fed; BOJ decision preview

September 18, 2019
Liquidity management and the Fed; BOJ decision preview

The Fed needs a permanent tool to better manage liquidity. The BOJ is set to hold fire for now.

Market Movers

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

Chinese exporters cut currency hedges

September 11, 2019
Chinese exporters cut currency hedges

The plunge in the yuan has spurred the action, amid bets weakness will continue

Asia / Equities

China rushes to mint its own digital currency

September 11, 2019
China rushes to mint its own digital currency

The central bank might use digital currency to help steer the economy

Developed Markets / Equities

Investors gravitate to value shares

September 11, 2019
Investors gravitate to value shares

The ongoing tug of war is between monetary policy and the trade war

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

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

Global / Outlook

1Q19: Tug of War

January 22, 2019
1Q19: Tug of War

DBS CIO Hou Wey Fook discusses if it is the start of a bear market for equities, how to maximise risk-return, and new investment themes

Featured Publications

Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

Asia / Consumer

Ride Sharing: Profitable or not?

May 27, 2019
Ride Sharing: Profitable or not?

Our analysts took a deep dive into the ride sharing business model, and identified scale and dominance as key profitability drivers. But what does that mean for smaller operators?

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.