Market Movers

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  • Daily Digest
  • Weekly Insights
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Global / Currencies

Baht’s surge a headache for Thailand’s tourism

July 19, 2019
Baht’s surge a headache for Thailand’s tourism

The currency is among the strongest in Emerging Markets over the past 12 months

Asia / Equities

Singapore’s stock market looks past recession

July 19, 2019
Singapore’s stock market looks past recession

A positive outlook for dividends and earnings overshadows threats from the US-China trade spat

Developed Markets / Equities

There is a big divide over the size of Fed cuts

July 19, 2019
There is a big divide over the size of Fed cuts

Investors are grappling with the Fed’s priorities as it turns to pre-emptive action to avert a slump

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
Hong Kong / Growth

Hong Kong chartbook: Asset prices resilient to economic slo...

July 19, 2019
Hong Kong chartbook: Asset prices resilient to economic slowdown

Asset markets remained resilient despite deteriorating fundaments.

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 / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Asia / Monetary, Rates

Weekly: Asian central banks on the move

July 19, 2019
Weekly: Asian central banks on the move

Rate cuts from Bank of Korea and Bank Indonesia this week add to the policy easing narrative in Asia. We expect the Monetary Authority of Singapore to join the fray later this year.

Europe / Monetary

Eurozone: Not a matter of if but when and how policy eases

July 19, 2019
Eurozone: Not a matter of if but when and how policy eases

Policy narrative amongst the developed markets’ central banks has turned on its head in the past 6-8 months.

South Korea / Monetary

South Korea: First rate cut since 2016; more to come

July 18, 2019
South Korea: First rate cut since 2016; more to come

The Bank of Korea cut rates by 25bps to 1.50% at today’s meeting. We add one more 25bps rate cut into our forecast and expect the benchmark rate to fall further to 1.25% in 4Q.

Asia / FX, Rates

KRW outlook; Further Asia easing ahead

July 19, 2019
KRW outlook; Further Asia easing ahead

The IDR has room to strengthen vs the KRW. Asia central banks are going to ease further.

Thailand / FX, Rates

THB to stop outperforming; Indonesia to ease again

July 18, 2019
THB to stop outperforming; Indonesia to ease again

Catalysts for THB appreciation have waned. Indonesia to cut rates today.

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.

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.