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Global / Currencies

China draws line in sand for yuan

May 24, 2019
China draws line in sand for yuan

The People’s Bank of China has seen enough depreciation

Asia / Equities

May is proving painful for EM investors

May 24, 2019
May is proving painful for EM investors

Three of their tech favourites have taken a beating due to the China-US impasse

Developed Markets / Equities

Risky assets remain under pressure

May 24, 2019
Risky assets remain under pressure

The world’s two largest economies harden their trade-war stance

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
China / Trade

China chart book - Shadow of an escalating trade war

May 22, 2019
China chart book - Shadow of an escalating trade war

Trade war’s impact will be unevenly distributed in local China. Disruption is expected to be more pronounced in the coastal regions that rely heavily on trade.

India / Rates

What’s driving India’s debt markets?

May 17, 2019
What’s driving India’s debt markets?

Election-related uncertainty and a liquidity shortage that began last year are keeping debt investors on tenterhooks. India’s bonds also face demand-supply constraints this year.

US / Rates

USD rates: What will prompt the Fed to cut?

May 14, 2019
USD rates: What will prompt the Fed to cut?

We examine what it would take before the Fed cuts rates.

Hong Kong / Real Estate

HK Property Monthly Chart Book: Hotels on growth mode

April 15, 2019
HK Property Monthly Chart Book: Hotels on growth mode

Hotel occupancy in Hong Kong continues to rise despite growth in room supplies as visitation numbers from Mainland Chinese tourist show no signs of abating.

Singapore / Real Estate

Singapore Property: More measured approach

March 29, 2019
Singapore Property: More measured approach

Recent bids by developers for Sims Drive and Middle Road sites suggest expectations for moderate price appreciation with buffers of more than 10% to recent transacted prices.

China / Transport

China Auto Sector: Lower subsidy on new energy vehicles

March 27, 2019
China Auto Sector: Lower subsidy on new energy vehicles

Profitability of automakers potentially affected with new subsidy scheme rolled out by Chinese government to encourage innovation amongst local manufacturers.

Economics Daily

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

Weekly: Rising Asian FX volatility and vulnerability

May 24, 2019
Weekly: Rising Asian FX volatility and vulnerability

Trade war is intensifying and broadening, and regional currencies are facing the brunt of the rise in uncertainty and downside risks.

India / Politics

Decisive win for India’s ruling coalition

May 23, 2019
Decisive win for India’s ruling coalition

Staying on for a second term with an emphatic majority underscores policy continuity and stable political environment for the next five years.

Europe / Politics

Eurozone: Politics over economics

May 22, 2019
Eurozone: Politics over economics

The European parliamentary elections are due between May 23 to 26th. Eurosceptic parties are expected to expand their footprint, which will put austerity and integration policies at risk.

Global / Rates, FX, Equities

Downside risks in focus

May 24, 2019
Downside risks in focus

Euro and pound beset by political uncertainties

Southeast Asia / FX

Drivers of a weak SGD and THB outlook

May 22, 2019
Drivers of a weak SGD and THB outlook

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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.