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Global / Currencies

Investors are betting big on pound rally

March 20, 2019
Investors are betting big on pound rally

Option traders anticipate a delay to Brexit

Asia / Equities

The rise in China stocks did not lift this tech name

March 20, 2019
The rise in China stocks did not lift this tech name

Xiaomi Corporation’s stock has failed to benefit from the wave of investor cash

Developed Markets / Equities

Trade concerns are back

March 20, 2019
Trade concerns are back

A rally in equities sputters on word that US and Chinese negotiators remain at odds

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

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

Global / Equities

Video: Desperately seeking value in 3Q17

July 27, 2017
Video: Desperately seeking value in 3Q17

DBS Chief Investment Officer Lim Say Boon discusses the frustrating outlook for global equities

Insights and Analysis

  • Economics
  • Industry
  • Economics
  • Industry
Thailand / GDP

Thailand: Elections a bigger watch factor than rate review

March 20, 2019
Thailand: Elections a bigger watch factor than rate review

Thailand elections on March 24 (Sunday), will be a bigger watch factor than today’s Bank of Thailand (BOT) rate review.

India / GDP

India’s trade deficit with China has improved

March 19, 2019
India’s trade deficit with China has improved

India’s trade deficit is set to be wider again in FY19 but there are reasons to cheer, when it comes to trade trends with China.

Thailand / FX

Thailand: THB seasonality to flip

March 18, 2019
Thailand: THB seasonality to flip

2Q could be challenging for the THB. We maintain our underperformance view.

Hong Kong / Real Estate

HK Property Monthly Chart Book: Mainlander flood Tsim Sha T...

March 14, 2019
HK Property Monthly Chart Book: Mainlander flood Tsim Sha Tsui

Establishment of Express Rail Link revitalised shoppers traffic into Tsim Sha Tsui from Shenzhen and Guangzhou at the expense of foot traffic to Causeway Bay.

Thailand / Financials

Thailand Banks: Key takeaways from analyst meeting: TMB and...

February 28, 2019
Thailand Banks: Key takeaways from analyst meeting: TMB and TBANK merger deal

Five party merger of Thai banks set to benefit all involved including unlocking TCAP’s value to realise higher profits from transferred businesses.

China / Real Estate

China Property Weekly Digest: Guidelines for the developmen...

February 20, 2019
China Property Weekly Digest: Guidelines for the development of Greater Bay Area unveiled

Office plays and developers with sizeable exposure to the Greater Bay Area (GBA) set to benefit from strong potential of the economic region.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
China / Economics

Shanghai trip notes: Weak demand; improving liquidity

March 14, 2019
Shanghai trip notes: Weak demand; improving liquidity

The top client questions were on trade war, exchange rates, and impact of fiscal/monetary policy on growth outlook.

Singapore / Rates

SGD rates: Time to outperform

March 12, 2019
SGD rates: Time to outperform

SGD rates outperformance ahead.

India / Economics

Video: India’s Economies and Markets Around Elections

March 05, 2019
Video: India’s Economies and Markets Around Elections

In this video,Taimur Baig, DBS Chief Economist, interviews our India economist, Radhika Rao, on how various aspects of the Indian economy and markets tend to behave around elections.

Global / GDP

Chart of the Week: Fed vs Markets

March 18, 2019
Chart of the Week: Fed vs Markets

Fed rate pause is expected to continue at Thursday’s decision. New dot plots bear watching.

Global / GDP

Chart of the Week: US dollar still in vogue, SWIFT data sug...

March 11, 2019
Chart of the Week: US dollar still in vogue, SWIFT data suggests

Sifting through the recent data on the share of payments of major currencies through SWIFT, we make a few observations.

Global / GDP

Chart of the Week: Fund flows turn to Asia

February 18, 2019
Chart of the Week: Fund flows turn to Asia

Last year’s sharp price correction has brought back value-seeking investors to Asia, as bets on some resolution of trade wars and expectation of more policy stimulus in China rise.

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.