Insights and Analysis

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  • Economics
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Taiwan / GDP

Understanding Taiwan: Post-pandemic tech opportunities and ...

July 07, 2020
Understanding Taiwan: Post-pandemic tech opportunities and some complications

Taiwan is well positioned to benefit from the post-pandemic tech opportunities. But tech protectionism and nationalism also imply challenges.

Global / Economics

DBS Macro Insights Livestream

July 07, 2020
DBS Macro Insights Livestream

What's next in the Covid-19 saga?

India / GDP

India: Balancing recovery and pandemic firefighting

July 07, 2020
India: Balancing recovery and pandemic firefighting

Indian authorities face the delicate act of balancing recovery needs whilst fire-fighting the pandemic.

Asia / Energy

Oil price optimism is back

June 03, 2020
Oil price optimism is back

We have raised our 2020 oil price forecast as we see demand trends improving with the gradual re-opening of economies worldwide in May.

China / Consumer Discretiona

Opportunities in uncharted territories

May 29, 2020
Opportunities in uncharted territories

We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.

China / Consumer

China E-Commerce Platforms: Who Will Make Money in Lower-Ti...

May 28, 2020
China E-Commerce Platforms: Who Will Make Money in Lower-Tier Cities?

E-commerce’s share of China’s retail pie is set to grow, thanks to growing online penetration in lower-tier cities. We outline what will be key to gaining market share there.

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 / Growth

Macro Insights Weekly: A sustainable rebound?

July 06, 2020
Macro Insights Weekly: A sustainable rebound?

Global economic dataflow is improving. As lockdowns ease, consumer confidence is rising, temporary layoffs are ending, and personal consumption is picking up, causing manufacturing to climb.

India / Current Account

India rates: Counting on domestic buyers

June 29, 2020
India rates: Counting on domestic buyers

Despite a sizable budget deficit for FY21, yields are likely to be capped.

Global / GDP

Macro Insights Weekly - Managing Covid-19; what’s next?

June 29, 2020
Macro Insights Weekly - Managing Covid-19; what’s next?

Covid-19 is not going away, but large fiscal and monetary support measures have already been in place for several months. Now what?

Global / Rates,FX

Macro Strategy: China’s bullish run; Indonesia debt valuati...

July 07, 2020
Macro Strategy: China’s bullish run; Indonesia debt valuation

CNY and AUD a tad rich around 7.00 and 0.70 respectively. Digesting Indonesia's debt burden plan.

Global / FX

FX Daily: China’s bullish momentum

July 07, 2020
FX Daily: China’s bullish momentum

CNY and AUD a tad rich around 7.00 and 0.70 respectively.

Global / FX

FX Daily: V-shaped hopes tempered in Q3

July 06, 2020
FX Daily: V-shaped hopes tempered in Q3

USD did not crash, AUD and GBP did not surge.

Market Movers

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

S&P 500 erases June losses

June 30, 2020
S&P 500 erases June losses

Better-than-estimated economic data overshadow concern over an increase in coronavirus cases

Global / Currencies

The toughest times may be over for the rupee

June 30, 2020
The toughest times may be over for the rupee

Asia’s worst-performing currency may finally be ready to join the recovery seen in emerging markets

Asia / Equities

China equities’ relative stability stands out

June 30, 2020
China equities’ relative stability stands out

The nation’s stocks have gone back to the upward grind that has marked past rebounds

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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

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

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

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.