Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Global / Currencies

Hong Kong dollar snaps seven-day slide

July 17, 2019
Hong Kong dollar snaps seven-day slide

Short sellers are taking profits

Asia / Equities

Tech is not the only sweet area in Asia

July 17, 2019
Tech is not the only sweet area in Asia

Health Care is the third-best-performing industry month-to-date

Developed Markets / Equities

Fed “will act as appropriate to sustain the expansion”

July 17, 2019
Fed “will act as appropriate to sustain the expansion”

Powell’s latest remarks continue to support the case to lower rates when the Fed meets in two weeks

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

2Q19 Outlook: Lift to Win

April 17, 2019
2Q19 Outlook: Lift to Win

DBS CIO Hou Wey Fook shares how the barbell strategy outperforms in volatile times

Global / Outlook

1Q19: Tug of War

January 22, 2019
1Q19: Tug of War

DBS CIO Hou Wey Fook discusses if it is the start of a bear market for equities, how to maximise risk-return, and new investment themes

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Insights and Analysis

  • Economics
  • Industry
  • Economics
  • Industry
India / Growth

Understanding India: Time is RIPE

July 01, 2019
Understanding India: Time is RIPE

India currently enjoys an ideal mix of political stability, a credible central bank, and a reform-centric focus. Time is ‘RIPE’ for growth to climb out of the current slowdown.

Global / Growth

DBS Monthly – Searching for a breather

June 28, 2019
DBS Monthly – Searching for a breather

Market participants are keen to find some room to breathe, but recent movement in gold and oil shows that risk aversion may have bottomed and is primed for a spike.

Malaysia / Growth

Malaysia Chartbook: Slow growth, weak inflation

June 25, 2019
Malaysia Chartbook: Slow growth, weak inflation

Growth has continued to slow while inflation has been weaker than expected. This makes for a dovish monetary policy stance ahead.

China / Technology

China Technology Sector: Repercussions of US-China Tech War

July 09, 2019
China Technology Sector: Repercussions of US-China Tech War

Loss in value along Huawei’s value chain expected to trigger capacity under-utilisation of relevant sub-segments and components.

Singapore / Real Estate

Singapore REITs: MAS mulls higher gearing limits

July 03, 2019
Singapore REITs: MAS mulls higher gearing limits

MAS proposal to increase gearing limit for S-REITs could bode well for sector and help S-REITs fund value accretive acquisitions.

Asia / Energy

Regional Energy: Issues in regional renewables markets

July 02, 2019
Regional Energy: Issues in regional renewables markets

While investments in renewable energy capacity is on the rise in most Asia-Pacific markets, is it all smooth sailing?

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Indonesia / Rates

Indonesia : Rate cuts in the horizon

July 17, 2019
Indonesia : Rate cuts in the horizon

Conditions are aligned for Bank Indonesia to embark on an easing cycle, with a cut likely to come as soon as Thursday. We think that BI could cut by 25bps in 2019 and 50bps in 2020.

India / Growth

India: External borrowing to fund budget; good or bad?

July 17, 2019
India: External borrowing to fund budget; good or bad?

The absence of fresh pro-consumption measures in the Budget surprised, but investments received a push via foreign capital.

China / Trade, Growth

China: Slowing growth along with signs of stabilization

July 16, 2019
China: Slowing growth along with signs of stabilization

Real GDP growth eased to 6.2% in 2Q19 from 6.4% YoY in 1Q19

South Korea / FX, Rates

BOK cut coming; Fed cannot weaken USD

July 17, 2019
BOK cut coming; Fed cannot weaken USD

The Bank of Korea will pave the ground for a rate cut in August. Fed cut expectations have not offset the weaknesses in its largest components, the euro and the British pound.

Asia / Rates

Asian bonds in demand: catalysts and upside

July 17, 2019
Asian bonds in demand: catalysts and upside

With much of Developed Markets bonds sinking deeper into negative yields territory, global investors could increase allocations to higher and positive-yielding Asian government bonds.

Singapore / Rates

SGD rates: The liquidity conundrum

July 16, 2019
SGD rates: The liquidity conundrum

SGD liquidity is tight, but not as tight as in June.

Featured Publications

Asia / Basic Materials

DBS Asian Insights SparX: Copper

October 08, 2018
DBS Asian Insights SparX: Copper

As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.

Global / Oil and Gas

2030 Energy Mix: Marching Towards A Cleaner Future

August 20, 2018
2030 Energy Mix: Marching Towards A Cleaner Future

We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.

Global / Equities

DBS Asian Insights Conference 2018 Jubilee Edition

August 16, 2018
DBS Asian Insights Conference 2018 Jubilee Edition

Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.