Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Singapore / Fiscal

Singapore: A robust fiscal response

February 19, 2020
Singapore: A robust fiscal response

The government delivered a robust response to the Covid-19 outbreak and introduced a record budget deficit of SGD 10.95bn (2.1% of nominal GDP).

China / Growth

China Chartbook: Understanding the impact of COVID-19 in 10...

February 18, 2020
China Chartbook: Understanding the impact of COVID-19 in 10 charts

This chartbook illustrates how the coronavirus could affect the China’s economy and beyond.

India / Growth, Rates

India: Modest impact from Covid-2019

February 14, 2020
India: Modest impact from Covid-2019

Developments on the Novel Coronavirus (Covid-19) is evolving. Fallout through trade and supply chain is likely to translate into short-term disruptions, but unlikely to derail a modest recovery.

China / Consumer

China Home Appliance Sector: A smart leap

January 20, 2020
China Home Appliance Sector: A smart leap

What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.

Asia / Oil and Gas

Regional Oil: Geopolitical risks back to the fore

January 07, 2020
Regional Oil: Geopolitical risks back to the fore

Escalating geopolitical risks in the Middle East could lead to further spikes in oil prices as Iran retaliation uncertainty looms ahead.

China / Consumer

China Catering Sector: Blue Skies

December 06, 2019
China Catering Sector: Blue Skies

Our analysts took a deep dive exploring how China’s restaurant and catering business environment has evolved over the years as the country’s economy leapfrogged forward.

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.

Indonesia / Equity Picks

Indonesia Equity Picks

February 18, 2020
Indonesia Equity Picks

What a start for the Indonesia equity market in 2020.

Singapore / Equity Picks

Singapore Equity Picks

February 18, 2020
Singapore Equity Picks

The Straits Times Index (STI) declined 1.1% from our 15 January update.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / Monetary

China: LPR cut delivered; more in the pipeline

February 20, 2020
China: LPR cut delivered; more in the pipeline

The PBOC cut its one-year loan prime rate to 4.05% from 4.15%.

South Korea / Growth

South Korea: Reassessing growth and policy outlook

February 18, 2020
South Korea: Reassessing growth and policy outlook

The recent outbreak of COVID-19 would interrupt the cyclical recovery in South Korea. We are revising down GDP growth forecast to 2.2% from 2.4% for 2020.

Japan / Growth

Japan: On brink of technical recession

February 17, 2020
Japan: On brink of technical recession

The economy is on the brink of a technical recession, initially hit by the sales tax hike in 4Q19, and then the COVID-19 outbreak in 1Q20.

India / Economics

Climate change: Evading the 'Too late, too costly' trap

February 20, 2020
Climate change: Evading the 'Too late, too costly' trap

A new crop of rational, well-groomed climate skeptics is pushing a persuasive brand of defeatism that the world cannot afford.

Global / FX, Rates

JPY moves into a weaker range; PHP interest rates likely to...

February 20, 2020
JPY moves into a weaker range; PHP interest rates likely to stay rich

The Japanese yen has become the latest victim to recession risks. Despite rich valuations, we don't see any near-term triggers/catalysts for PHP rates to cheapen.

Global / FX, Rates

Flush SGD liquidity; Growth worries hit FX

February 19, 2020
Flush SGD liquidity; Growth worries hit FX

Flush liquidity to help address the underperformance of SGD rates to US; Economic spill-over from COVID-19 into FX

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Developed Markets / Equities

EU looks for purpose in tech plan

February 18, 2020
EU looks for purpose in tech plan

On the menu are new rules for AI and possible legislation for gatekeeping platforms

Global / Currencies

The yen may be down, but it is still not out

February 18, 2020
The yen may be down, but it is still not out

The Japanese currency could still offer a safe harbour in times of trouble

Asia / Equities

Hong Kong virtual bank cools price war talk

February 18, 2020
Hong Kong virtual bank cools price war talk

Customers flock to its introductory deposit rate of almost 7%

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

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

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

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.