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Asia / Equities

Analysts are “overreacting”, says a Macau gaming chief

January 24, 2019
Analysts are “overreacting”, says a Macau gaming chief

The concerns in Macau reflect anxiety about the impact of China’s slowing economy and consumer sentiment

Developed Markets / Equities

US stocks close higher after whipsawing investors

January 24, 2019
US stocks close higher after whipsawing investors

There is an ongoing debate over the outlook for global growth

Global / Currencies

FX traders are “flying blind”

January 24, 2019
FX traders are “flying blind”

It has been a month without positioning data

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: Trade and growth jitters

January 24, 2019
Thailand: Trade and growth jitters

Thailand’s trade balance narrowed sharply in 2018.

India / GDP

India: Easing inflation – macro positive, micro concern

January 21, 2019
India: Easing inflation – macro positive, micro concern

India’s inflation has eased to the lower end of the RBI’s target range of 2-6%

Asia / GDP

Widespread trade slowdown

January 18, 2019
Widespread trade slowdown

Asian exports have begun to follow the earlier PMI declines. Further weakness is in the pipeline, in our view. But swings in exports are common, with the last soft patch coming as recently as 2016.

Hong Kong / Real Estate

HK Property: Local developers dominated land market

January 14, 2019
HK Property: Local developers dominated land market

Local developers snapped up land sold by the Hong Kong government for residential or commercial use as China-based developers become less active in land banking in the city.

Asia / Technology

Pivot or Perish: Ecosystem, the emerging business model

January 10, 2019
Pivot or Perish: Ecosystem, the emerging business model

Large players in industries with the ability to collect and analyse data at distinct advantage to leverage developments in Customer Data Platform (CDP) for successful cross selling.

Singapore / Real Estate

Singapore Property: Will the early birds get the worms?

January 08, 2019
Singapore Property: Will the early birds get the worms?

Property launches started shortly after the New Year in view of strong launch pipeline scheduled for 2019.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Singapore / Equities

Top-10 investment strategies for 2019: #10

January 22, 2019
Top-10 investment strategies for 2019: #10

#10 Long S-REITS as a defensive play.

China / FX

Top-10 investment strategies for 2019: #9

January 21, 2019
Top-10 investment strategies for 2019: #9

#9 Short CNY

China / Economics

China: Growth continues to slow

January 21, 2019
China: Growth continues to slow

China’s real GDP growth fell further to 6.4% YoY in 4Q18 from 6.5% in 3Q18 as expected.

Global / GDP

Chart of the Week: Tech cycle weakness adds to regional tra...

January 21, 2019
Chart of the Week: Tech cycle weakness adds to regional trade woes

Part of the weakness in regional trade owes to a tech-driven downturn.

Global / GDP

Chart of the Week: Trade war is yet to go the US way

January 14, 2019
Chart of the Week: Trade war is yet to go the US way

Chinese imports from the US have plunged lately, while exports have held up quite well.

US / Rates

Top-10 investment strategies for 2019: #1

January 09, 2019
Top-10 investment strategies for 2019: #1

#1 Bet on more rate hikes by the Fed

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.