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Global / Economics & Strategy

Research Library

July 29, 2021
Research Library

Economics and Macro Strategy

Global / Currencies, Digital

Digital Assets Update: Regulation, tokenised carbon credits...

July 21, 2021
Digital Assets Update: Regulation, tokenised carbon credits, CBDCs

With numerous product and application launches, capital raising events, and regulatory actions, the digital assets space remains a frenzy of activities.

Global / Economics

Kopi time with Taimur Baig podcast E59

July 21, 2021
Kopi time with Taimur Baig podcast E59

Anne Krueger on trade, inflation, wages, and industrial policy.

China / Real Estate

China Property: Inflection point coming soon

July 28, 2021
China Property: Inflection point coming soon

Despite a seemingly gloomy outlook from regulators’ toughened policy tone, we believe that a positive turnaround is in the works for China’s property sector.

Asia / Industrials

Regional Aviation: Airlines on the cusp of recovery

July 28, 2021
Regional Aviation: Airlines on the cusp of recovery

We have cut our FY21/22F earnings projection for the regional aviation sector yet again as the world continues to battle COVID-19. But we believe a recovery is on the horizon.

Singapore / Real Estate

Back to Phase 2: How to position in S-REITs?

July 27, 2021
Back to Phase 2: How to position in S-REITs?

Singapore’s return of Phase 2 will undoubtedly hurt businesses. We assess the impact on S-REITs and where the safe harbours can be found.

Singapore / Stock Pulse

Singapore banks in no rush to pay out all excess capital

July 29, 2021
Singapore banks in no rush to pay out all excess capital

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

Regional Aviation: Time to accumulate before recovery

July 28, 2021
Regional Aviation: Time to accumulate before recovery

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

Keppel DC REIT: Gets a boost from surprise acquisitions

July 27, 2021
Keppel DC REIT: Gets a boost from surprise acquisitions

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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / GDP

DBS Flash: The “Beijing Consensus” on investment

July 28, 2021
DBS Flash: The “Beijing Consensus” on investment

Beijing has been gradually steering away from the Washington consensus (free market emphasising on efficiency) in developing the country for the long haul.

Europe / Interest Rates

Eurozone: ECB Strategy review affirms dovish course

July 27, 2021
Eurozone: ECB Strategy review affirms dovish course

Notwithstanding reopening gains, some of this optimism has to be tempered by rising COVID cases. The ECB’s strategy review suggest that short rates will be kept lower for longer.

US / Inflation,Bonds

Macro Insights Weekly: Taking stock of currency positioning

July 26, 2021
Macro Insights Weekly: Taking stock of currency positionings

USD had a good rally in June-July; August may be challenging.

Global / FX

FX Daily: Calm is good (Philip Wee)

July 29, 2021
FX Daily: Calm is good (Philip Wee)

Fed and China “keep the peace”

China / Credit,FX,Interest

China: Quick thoughts on the sell-off in equities

July 28, 2021
China: Quick thoughts on the sell-off in equities

Rising outflows amid Chinese regulatory clampdowns poses risks for China credit and RMB.

Global / Rates

CNY/Asia Rates: Impact of equities rout largely localised

July 28, 2021
CNY/Asia Rates: Impact of equities rout largely localised

Muted impact on CGBs with no signs of spill-over into Asia

Market Movers

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Developed Markets / Market Newsfeed

News: S&P little changed as Fed holds rates

July 29, 2021
News: S&P little changed as Fed holds rates

Powell said that despite the economy's progress he was still "a ways away" from raising them

Asia / Market Newsfeed

News: China ESG funds sidestep stock market selloff

July 29, 2021
News: China ESG funds sidestep stock market selloff

Fresh inflows into sustainable assets across Asia boost returns

Global / Market Newsfeed

News: Oil climbs as US supplies tumble

July 29, 2021
News: Oil climbs as US supplies tumble

Declining stockpiles signal healthy demand

Global / FX Technicals

AUD/USD: Bearish pressures persist

July 21, 2021
AUD/USD: Bearish pressures persist

The cast of supporting factors for AUD are also in a decline mode

Global / FX Technicals

USD/JPY: Placing tactical shorts as USD bulls fade

July 19, 2021
USD/JPY: Placing tactical shorts as USD bulls fade

The charts show that a risk-off phase is seeping in

Global / FX Technicals

EUR/USD: Harvesting shorts, buying range dips

July 15, 2021
EUR/USD: Harvesting shorts, buying range dips

Positioning reports reveal leveraged funds have pared EUR longs

Global / FX Technicals

EUR/USD: Downside momentum lost, going long on nesting sign...

July 29, 2021
EUR/USD: Downside momentum lost, going long on nesting signals

EUR is showing streaks of resilience, despite ranges constricting

Global / Rates

US Rates: Progress to taper, but not substantial enough

July 29, 2021
US Rates: Progress to taper, but not substantial enough

Another baby step to taper.

Global / CIO Weekly

Asia High Yield weakness is not region-wide

July 28, 2021
Asia High Yield weakness is not region-wide

Keep abreast of market moving events with CIO's weekly bulletin

Featured Publications

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.

China / Real Estate

China Property Management: Catch the rising stars

October 09, 2019
China Property Management: Catch the rising stars

Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.