Insights and Analysis

  • Economics
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  • Economics
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  • Equities
China / GDP

China Chartbook: Work resumption on track, but challenges a...

April 03, 2020
China Chartbook: Work resumption on track, but challenges abound

With decreasing numbers of domestic infections, policymakers are scrambling to revitalise the economy.

Asia / GDP, Monetary

South Korea & Taiwan: Assessing credit risks

March 31, 2020
South Korea & Taiwan: Assessing credit risks

We assess potential credit risks in South Korea and Taiwan, given the intensifying COVID-19 pandemic and mounting stress in global financial markets.

Global / Economics

Kopi time with Taimur Baig

March 31, 2020
Kopi time with Taimur Baig

E06 Simon Tay on Singapore, China, US, and Asean

Asia / Energy

Is the rally in oil prices sustainable?

April 03, 2020
Is the rally in oil prices sustainable?

Crude oil rallies 25% on Trump’s tweets about the prospect of massive supply cuts. But we do not think prices can be sustained at these levels. Find out why.

Asia / Energy

Oil prices in free fall

March 19, 2020
Oil prices in free fall

The worsening COVID-19 pandemic could see Brent crude falling below US$20/bbl in the near term.

Asia / Industrials

Regional Airlines: Surviving COVID-19

March 16, 2020
Regional Airlines: Surviving COVID-19

Demand for air travel has plunged amidst the COVID-19 outbreak. We believe airlines will likely report losses for the first six months of 2020.

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.

Thailand / Equities

Thai Strategy Update: Turning into safe mode

January 23, 2020
Thai Strategy Update: Turning into safe mode

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Economics

DBS Macro insights – Global shutdown and policy response

March 31, 2020
DBS Macro insights  – Global shutdown and policy response

The ongoing COVID-19 outbreak and a Russia-Saudi Arabia war of attrition over oil have tipped the global economy into a rapidly deepening recession.

Malaysia / GDP

Bold fiscal response to counter Covid-19

March 30, 2020
Bold fiscal response to counter Covid-19

The economy is headed into a recession amid impact of the Covid-19 outbreak. In response, the economy has put forth a bold fiscal plan to cushion the economy.

Global / Monetary, Growth

Macro Insights Weekly: Funding the fight against Covid-19

March 30, 2020
Macro Insights Weekly: Funding the fight against Covid-19

From seismic monetary action to unprecedented fiscal packages, global policy makers are on an all-out offensive to soften the blow from Covid-19.

Global / FX,Rates

Macro Strategy: Refinancing concern for Chinese USD bonds; ...

April 03, 2020
Macro Strategy: Refinancing concern for Chinese USD bonds; Sharp expansion of Fed balance sheet

Refinancing risks rise for Chinese USD bonds. Fed’s balance sheet expands amidst new measures.

Global / FX, Rates

FX to consolidate in 2Q; 10Y bond yields still high in Asia

April 01, 2020
FX to consolidate in 2Q; 10Y bond yields still high in Asia

Lessons from 1Q paving way for consolidation in 2Q.10Y Asian bond yields are still high despite rate cuts and liquidity supports.

Global / FX, Rates

SGD outperformance; PBOC easing; Indian bonds

March 31, 2020
SGD outperformance; PBOC easing; Indian bonds

The market ignored priced-in MAS easing. PBOC redoubles efforts to stabilize economy. Part of India bonds freed up fully for foreign investors.

Market Movers

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

US and Europe stocks rise on stimulus

March 26, 2020
US and Europe stocks rise on stimulus

There is renewed optimism about stimulus measures to combat the economic blow from the coronavirus

Global / Currencies

Nigeria naira remains under strain after devaluation

March 26, 2020
Nigeria naira remains under strain after devaluation

The central bank bucks global trends by holding interest rates to support the currency

Asia / Equities

Investors watch Wuhan for way back after lockdowns

March 26, 2020
Investors watch Wuhan for way back after lockdowns

They have jumped into action, gauging which companies will benefit most

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.