Insights and Analysis

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  • Economics
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China / Currency

Understanding China: RMB internationalisation 2.0

January 22, 2021
Understanding China: RMB internationalisation 2.0

Present conditions offer Beijing a window to revive its RMB internationalisation process.

Global / Economics & Strategy

The case for and against inflation

January 20, 2021
The case for and against inflation

The new year has begun with renewed focus on the reflation trade, with yield curves steepening and inflation expectations rising. We examine the case (watch video here)

Global / Economics

Kopi time with Taimur Baig podcast E41

January 20, 2021
Kopi time with Taimur Baig podcast E41

EY's Varun Mittal on FinTech.

Singapore / Real Estate

The rise of modern logistics in emerging Asean

December 09, 2020
The rise of modern logistics in emerging Asean

As consumption increases and e-commerce grows in Asean, the demand for modern supply chain and logistics space is growing exponentially. Which nations are poised to ride this wave?

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?

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
Asia / GDP

Macro Insights Weekly: Between vaccines and virus resurgenc

January 25, 2021
Macro Insights Weekly: Between vaccines and virus resurgence

Hopes and exuberance associated with vaccine approvals and rollout are being challenged by a host of complicating factors.

Global / Oil, Inflation

Oil: The bulls are back

January 22, 2021
Oil: The bulls are back

We revise up our average Brent crude oil price forecast for 2021 to US$55-60/bbl and introduce 2022 Brent crude oil price forecast of US$60-65/bbl.

South Korea / GDP

South Korea & Taiwan: Semiconductor sector continues to shi...

January 21, 2021
South Korea & Taiwan: Semiconductor sector continues to shine

Semiconductor demand surged further in Dec20 and the momentum would carry forward into the beginning of 2021.

India / Interest Rate

India rates: Union Budget and Fading Risks

January 27, 2021
India rates: Union Budget and Fading Risks

Compared to much of 2020, the various risks around inflation, COVID-19 containment, economic recovery and fiscal/debt dynamics have been fading.

Global / Rates,FX

Macro Strategy: India budget and monetary policy

January 27, 2021
Macro Strategy: India budget and monetary policy

Balancing act in India, FX consolidation

Global / Rates,FX

FX Daily: FOMC and US stimulus debate

January 27, 2021
FX Daily: FOMC and US stimulus debate

Fed to keep longer-term optimism

Market Movers

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

Tech leads US stock gains

January 26, 2021
Tech leads US stock gains

This comes as investors await megacap earnings

Asia / Equities

PBOC hunkers down on existing policy stance

January 26, 2021
PBOC hunkers down on existing policy stance

The central bank will balance stabilising growth and curbing risks, says governor

Global / Currencies

Hopes fade for India rupee’s rebound

January 26, 2021
Hopes fade for India rupee’s rebound

Bets on Asia’s worst performing currency of 2020 are already facing headwinds

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 / Outloock

1Q21 Outlook: A New Hope

December 22, 2020
1Q21 Outlook: A New Hope

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

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

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.