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Global / Economics & Strategy

Research Library

October 19, 2018
Research Library

Economics and Macro Strategy

Indonesia / GDP

Indonesia: Easing some pressure

October 12, 2018
Indonesia: Easing some pressure

The Indonesian government announced an increase of non-subsidized fuel effective immediately on October 10 by an average 16%.

Asia / GDP

An unhealthy correction

October 12, 2018
An unhealthy correction

The ongoing market sell-off does not represent a healthy cleaning out of positions. Market uncertainty will persist, in our view.

Hong Kong / Real Estate

HK Property: Bids for rare land site falls below reserve pr...

October 18, 2018
HK Property: Bids for rare land site falls below reserve price

The government has rejected tenders from developers for the Mansfield Road residential site as their bids failed to meet the desired reserve price.

Singapore / Real Estate

SG Property: Government imposes new restrictions; a further...

October 18, 2018
SG Property: Government imposes new restrictions; a further headwind for property developers

Developers' share prices could react negatively, thus we prefer diversified plays like CAPL and FPL.

China / Real Estate

China Property: Relaxing equity investment restrictions on ...

October 16, 2018
China Property: Relaxing equity investment restrictions on insurance funds

We retain our Neutral view on the sector as we believe the sector’s current valuation and pick companies with sustainable earnings growth: Vanke (2202 HK) and CR Land (1109 HK).

Singapore / Equities

Banks’ earnings to be bolstered by higher interest rates

October 19, 2018
Banks’ earnings to be bolstered by higher interest rates

For this and other ideas, please check out the Singapore Stock Pulse. Your go-to morning essential that inspires you with investment and trading ideas daily.

Singapore / Equities

Singapore Model Portfolio

October 17, 2018
Singapore Model Portfolio

The benchmark Straits Times Index (STI) has fallen 3.1% since our last update on 18 September.

Global / Equities

Weekly Global ETF Commentary

October 15, 2018
Weekly Global ETF Commentary

US equity ETFs had an inflow of $1.95 billion, fixed income had $6.17 billion of withdrawals, international equities garnered $318.6 million and international fixed income had inflows of $182.4 milli...

Economics Daily

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Singapore / Rates

SGD rates have outperformance potential

October 17, 2018
SGD rates have outperformance potential

There are nuanced opportunities across the SGD curves.

India / GDP

India chart book – Volatility overshadows growth

October 15, 2018
India chart book – Volatility overshadows growth

Rising rates and dollar, China-US trade friction, high oil prices and geopolitical unease have resulted in a broader sell-off.

Hong Kong / Economics

Hong Kong chart book - HKD rates are sensitive to rising US...

October 11, 2018
Hong Kong chart book - HKD rates are sensitive to rising USD rates

Hang Seng Index slump alongside weakening CNY. Hong Kong’s banks raised the prime rate shortly after the Fed Fund rate hike.

Global / Rates

Macro Strategy

October 19, 2018
Macro Strategy

Stress from CNY-CNH gap widening

Global / GDP

Chart of the Week: Real rates in some Asian countries have ...

October 15, 2018
Chart of the Week: Real rates in some Asian countries have room to rise, except China

There is room for real rates to rise in Asia due to tighter monetary policy.

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Market Movers

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Global / Wealth Dailies

A risk-off tone grips global financial markets

October 19, 2018
A risk-off tone grips global financial markets

Wealth Dailies rounds up overnight markets with Market Snapshot, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack

Global / Equities

US stocks fall the most since last week’s rout

October 19, 2018
US stocks fall the most since last week’s rout

Investors are fretting over the US-China trade war’s impact, Italian debt crisis, and rising rates

Global / Currencies

Treasury does not name China a currency manipulator

October 19, 2018
Treasury does not name China a currency manipulator

But its FX report seen as China's final warning

Global / Insights

DBS Chief Investment Office Collection 2018

October 18, 2018
DBS Chief Investment Office Collection 2018

The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions

Asia / Commodities

Petro-CNY: Timing, reach, geopolitics, and implications

April 23, 2018
Petro-CNY: Timing, reach, geopolitics, and implications

As the world’s biggest buyer of oil, China may view the settlement of oil in Chinese yuan as a natural course of development.

Asia / Equities

Asia outperformance to persist

April 18, 2018
Asia outperformance to persist

We continue to believe that Asian equities are poised for further outperformance; we prefer exposure to Hong Kong/China and emerging ASEAN.

Japan / CIO Insights

Japan Economy 4Q18: Could be hurt by US-led protectionism

October 18, 2018
Japan Economy 4Q18: Could be hurt by US-led protectionism

We are keeping the annual GDP growth forecasts unchanged

Global / FX Tactical

The dice is rolling again in EUR/USD

October 18, 2018
The dice is rolling again in EUR/USD

While Italy's Budget has been priced in, there are two things on the horizon that can spur a reaction

Japan / CIO Insights

Japan Equities 4Q18: Tourism a bright spot

October 17, 2018
Japan Equities 4Q18: Tourism a bright spot

The world’s third-largest economy has not seen negative growth since 1Q15

Featured Publications

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.

Asia / Technology

Internet of Things: The Pillar of Artificial Intelligence

June 25, 2018
Internet of Things: The Pillar of Artificial Intelligence

Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.