Insights and Analysis

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  • Economics
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Hong Kong / Economics & Strategy

Hong Kong: Upgrading the 2021 outlook

October 21, 2020
Hong Kong: Upgrading the 2021 outlook

The rebound of asset prices and economy will hinge crucially on the development of COVID and the relaxation of immigration policies.

Global / Economics & Strategy

November Macro Insights Livestream

October 21, 2020
November Macro Insights Livestream

US elections and implications for Asia, Thursday,November 5, 4:00PM

Global / Economics

Kopi time with Taimur Baig podcast E33

October 21, 2020
Kopi time with Taimur Baig podcast E33

Prof Andreas Rasche on sustainable investing and corporate responsibility.

Asia / Materials

Nickel and Battery: A Paradigm Shift

October 21, 2020
Nickel and Battery: A Paradigm Shift

Nickel prices could head towards US$20,000/tonne as we expect the market to turn to a deficit from 2021 amid growing demand from the electric vehicle sector.

Indonesia / Consumer,Healthcare

COVID-19 accelerating shifts in Indonesian consumer behavio...

September 22, 2020
COVID-19 accelerating shifts in Indonesian consumer behaviour

A survey we conducted showed the pandemic has profoundly changed consumer behaviour in Indonesia. We outline the changes and how companies need to adapt.

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.

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
China / GDP

China: Recovery continues, monetary policy neutral

October 19, 2020
China: Recovery continues, monetary policy neutral

China’s economic recovery remains intact.

Global / GDP

Macro Insights Weekly: Two types of recoveries

October 19, 2020
Macro Insights Weekly: Two types of recoveries

Both China and the US are on track for robust rebounds in 3Q and 4Q. The recovery path of the world’s two largest economies is however strikingly different.

Singapore / Growth,FX

Singapore: Emerging upside; supportive MAS

October 14, 2020
Singapore: Emerging upside; supportive MAS

The advance GDP estimates for 3Q20 have reaffirmed that the worst of the current economic cycle is behind us.

Global / Rates,Credit,FX

Macro Strategy: USD rates moving up; China credit risks; FX...

October 23, 2020
Macro Strategy: USD rates moving up; China credit risks; FX momentum

US bonds’ election bet, China credit and FX volatility.

Global / FX

FX Daily: Momentum vs fundamentals

October 23, 2020
FX Daily: Momentum vs fundamentals

A closer look at the struggle between DXY and EUR

Global / FX

FX Daily: USD and stimulus; GBP and Brexit

October 22, 2020
FX Daily: USD and stimulus; GBP and Brexit

Relieved that talks have resumed for US stimulus and Brexit deal.

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Asia / Equities

China drug stock surges the most in two years

October 19, 2020
China drug stock surges the most in two years

Shares of a traditional Chinese medicine maker jumped after claims one of its products could inhibit COVID

Global / Currencies

Pound traders shut out Brexit talks noise for now

October 19, 2020
Pound traders shut out Brexit talks noise for now

Anything short of a resolution by the beginning of November is a distraction for them

Developed Markets / Equities

US futures climb on stimulus talks

October 19, 2020
US futures climb on stimulus talks

Futures opened higher Monday amid optimism about progress in stimulus talks

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.