Insights and Analysis

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  • Economics
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Global / Economics

Kopi time with Taimur Baig podcast E51

April 13, 2021
Kopi time with Taimur Baig podcast E51

Vasuki Shastry on “Has Asia Lost It?”

China / Economics & Strategy

Understanding China: GBA integration gathers pace

April 13, 2021
Understanding China: GBA integration gathers pace

The GBA will take a more visible role in 2021-25 leveraging on the comparative advantage of each city to deepen connection holistically with rest of the world.

Global / Economics & Strategy

Update on Digital Assets: NFTs, DeFi, Cryptos, CBDCs

April 06, 2021
Update on Digital Assets: NFTs, DeFi, Cryptos, CBDCs

On this update on digital assets, we cover NFTs, DeFi, and recent trends in cryptos and CBDCs.

Singapore / Financial Wellness

No storm lasts forever: Preparing for the next crisis

March 24, 2021
No storm lasts forever: Preparing for the next crisis

The COVID-19 pandemic impacted many financially but as the economy recovers, have fates changed?

Singapore / Financials

No storm lasts forever: Impact of COVID-19 on financial wel...

March 02, 2021
No storm lasts forever: Impact of COVID-19 on financial wellness

Although Singapore’s economy is now at a turning point, our analysis shows there are still segments of society where assistance is crucial to help tide them through this crisis.

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?

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: Fears over tightening overdone

April 16, 2021
China: Fears over tightening overdone

The outturn is consistent with PBOC’s monetary policy normalisation strategy but fears over tightening maybe overdone.

Singapore / GDP

Singapore: Recovery is on track

April 14, 2021
Singapore: Recovery is on track

The Singapore economy is expected to post its first positive year-on-year growth since the pandemic.

Global / GDP

Macro Insights Weekly: Varieties of inflation trend

April 12, 2021
Macro Insights Weekly: Varieties of inflation trend

Amid reviving demand and some cases of supply disruption, inflation rates have begun to climb in many countries.

Global / Credit,Rates,FX

Macro Strategy: Bifurcating markets

April 16, 2021
Macro Strategy: Bifurcating markets

Credit under pressure; Rates and FX may be at turning points.

Global / FX

FX Daily: Cautious despite a good week (Philip Wee)

April 16, 2021
FX Daily: Cautious despite a good week (Philip Wee)

Next fortnight to be less optimistic.

Global / Rates

Rates: Levels start to look interesting for pay positions ...

April 16, 2021
Rates:  Levels start to look interesting for pay positions (Eugene Leow)

Building pay positions for US 10Y bond yield below 1.60%.

Market Movers

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

US stocks drop from record highs

April 15, 2021
US stocks drop from record highs

Investors are looking to the earnings season for further catalysts

Global / Currencies

PBOC to offer clues on China’s cash squeeze

April 15, 2021
PBOC to offer clues on China’s cash squeeze

Jitters grow on tighter cash supply in China

Asia / Equities

China Huarong showdown reveals Beijing’s tougher stance on ...

April 15, 2021
China Huarong showdown reveals Beijing’s tougher stance on risk

Government silence on the embattled firm signals a lack of official support

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

2Q21 Outlook: Back on Track

April 07, 2021
2Q21 Outlook: Back on Track

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

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

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.