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Global / Economics & Strategy

Research Library

March 02, 2021
Research Library

Economics and Macro Strategy

Global / Economics

Kopi time with Taimur Baig podcast E46

February 25, 2021
Kopi time with Taimur Baig podcast E46

1 year-anniversary episode with Bert Hofman.

Global / Economics

Kopi time with Taimur Baig podcast E45

February 23, 2021
Kopi time with Taimur Baig podcast E45

Ajaita Shah on supporting rural female entrepreneurs in India.

Singapore / Financials

No storm lasts forever: Impact of COVID-19 on financial wel...

March 02, 2021
No storm lasts forever: Impact of COVID-19 on financial wellness

Although Singapore’s economy is now at a turning point, our analysis shows there are still segments of society where assistance is crucial to help tide them through this crisis.

Indonesia / Financials

Indonesia Banks: A slow start to the year

March 01, 2021
Indonesia Banks: A slow start to the year

Although loan momentum continues to be weak for Indonesian banks, we expect things to pick up over the course of FY21F.

China / Materials

China Materials: Earnings recovery has played out

March 01, 2021
China Materials: Earnings recovery has played out

We expect strengthening consumption dynamics to support the industry capacity utilisation for steel and aluminium. However, the outlook for cement is less rosy.

Singapore / Stock Pulse

AEM Holdings set to hit new all-time highs

March 02, 2021
AEM Holdings set to hit new all-time highs

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 / Stock Pulse

Equity Picks: FEHT’s current pullback is an opportunity

March 01, 2021
Equity Picks: FEHT’s current pullback is an opportunity

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 / Equity Picks

Singapore Equity Picks

March 01, 2021
Singapore Equity Picks

Keeping up with the Ox

Economics Daily

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Global / GDP

Macro Insights Weekly: The coming US boom

March 01, 2021
Macro Insights Weekly: The coming US boom

With vaccinations picking up and President Biden’s fiscal stimulus package in train, the US economy appears to be set for a large rebound in economic growth this year.

Singapore / GDP

Macro Insights Weekly: Singapore’s green agenda

February 22, 2021
Macro Insights Weekly: Singapore’s green agenda

Singapore’s 2021 budget had to cater to both short-term economic headwinds and long-term sustainability imperatives.

India / GDP

India: Cyclical rebound and sticky inflation

February 22, 2021
India: Cyclical rebound and sticky inflation

The DBS GDP Nowcast model, which captures high-frequency data across key drivers, points to a continuation of the V-shaped recovery from the depths of the pandemic-led trough.

Global / FX

FX Daily: AUD gets a reality check from RBA

March 02, 2021
FX Daily: AUD gets a reality check from RBA

AUD could fall to 0.75 by end-June.

Global / FX,Rates

Macro Strategy: Calm after a frenzied week; cautious curren...

March 02, 2021
Macro Strategy: Calm after a frenzied week; cautious currency markets

RBA interventions and US bond volatility.

Asia / Interest Rate

Asia Rates: Finding cover amid the global selloff

March 01, 2021
Asia Rates: Finding cover amid the global selloff

The global bond selloff has been broad-based and synchronized.

Market Movers

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Developed Markets / Market Newsfeed

News: S&P 500 has best day since June

March 02, 2021
News: S&P 500 has best day since June

Investors shake off concern over higher Treasury yields

Asia / Market Newsfeed

News: Hang Seng Index has biggest makeover in its history

March 02, 2021
News: Hang Seng Index has biggest makeover in its history

Index members are boosted to 80 and it will embrace the New Economy

Global / Market Newsfeed

News: Oil falls with OPEC+ meeting ahead

March 02, 2021
News: Oil falls with OPEC+ meeting ahead

Investors are concerned that the meeting may return more supply back to a fast-tightening market

Global / FX Technicals

EUR/USD: Tactical shorts in the money on further consolidat...

March 02, 2021
EUR/USD: Tactical shorts in the money on further consolidation

EUR is consolidating with a near term downside bias

Global / FX Technicals

USD/CAD: USD bears reassert control

February 24, 2021
USD/CAD: USD bears reassert control

We should allow further room for USD on the downside

Global / FX Technicals

GBP/NZD: Looking for one more leg lower

February 23, 2021
GBP/NZD: Looking for one more leg lower

Kiwi strength stems from the RBNZ leading the hawkish repricing of monetary policy expectations

Global / CIO Perspectives

Credit: exercise prudence, not precaution

March 02, 2021
Credit: exercise prudence, not precaution

We remain constructive on HY credit

Global / CIO Perspectives

Equity selloff on rising yield – stay calm and stay investe

February 26, 2021
Equity selloff on rising yield – stay calm and stay invested

Given the surge in enthusiasm in US equities, such optimism will not undergo acute reversal simply due to rising bond yields

Global / CIO Perspectives

More reasons to have gold in your portfolio

February 25, 2021
More reasons to have gold in your portfolio

We remain constructive on gold as a risk diversifier

Featured Publications

News: Philippine peso eyes technical support in yield storm

March 02, 2021
News: Philippine peso eyes technical support in yield storm

The peso has been under siege from rising Treasury yields and buoyant crude prices

Yuan recoups all losses since virus outbreak

March 06, 2020
Yuan recoups all losses since virus outbreak

Stimulus expectations and a weaker greenback are supporting the currency

Singapore / Consumer

Singapore Downstream F&B: Mass-market F&B set to sizzle

October 22, 2019
Singapore Downstream F&B: Mass-market F&B set to sizzle

Our analysts took a deep dive exploring the F&B business environment in Singapore, and examined how businesses can thrive in this lucrative, yet ever changing landscape.