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Global / Economics & Strategy

Research Library

August 17, 2018
Research Library

Economics and Macro Strategy

Asia / GDP

Weekly: China’s global deflationary impulse

August 17, 2018
Weekly: China’s global deflationary impulse

Despite strong growth and a tight labour market in the US, a demand rebound in Europe, and still-robust global trade, inflation expectations are flat or declining. We think China is the reason.

Indonesia / Rates

Indonesia: BI’s defensive manoeuvres

August 15, 2018
Indonesia: BI’s defensive manoeuvres

There is considerable official sensitivity around the exchange rate, although it is facing shocks common among emerging market economies.

Global / Technology

IoT: The Pillar of Artificial Intelligence

August 16, 2018
IoT: The Pillar of Artificial Intelligence

We believe IoT will become a mainstream technology by 2019. The combination of Artificial Intelligence (AI) and the IoT will result in new leaders and laggards emerging across all industries.

China / Real Estate

China Property: Strong July numbers explained past weeks’ f...

August 15, 2018
China Property: Strong July numbers explained past weeks’ further tightening

We are positive on the sector and prefer Shimao (813 HK) and Evergrande (3333 HK).

China / Real Estate

Marketing takeaways: Low weighting in the sector

August 14, 2018
Marketing takeaways: Low weighting in the sector

We remain positive on the sector and pick Shimao (813 HK) and Evergrande (3333 HK) as their upcoming results may surprise on the upside.

Singapore / Equities

CDL buys 300,000 of its own shares confident in its growth ...

August 17, 2018
CDL buys 300,000 of its own shares confident in its growth potential

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.

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.

Malaysia / Equities

Malaysia Traders Spectrum Model Portfolio

August 15, 2018
Malaysia Traders Spectrum Model Portfolio

Our bullish end-2018 KLCI target of 1,900 was vindicated following KLCI’s 5.5% gains in Jul which erased its YTD losses. As aresult, KLCI became the top performer within ASEAN-5 markets.

Economics Daily

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China / Economics

Trade wars taking a toll on China; expect more policy suppo...

August 14, 2018
Trade wars taking a toll on China; expect more policy support

July’s data is likely to prompt more policy support. “Unclogging” the transmission mechanism is crucial.

Indonesia / GDP

Indonesia chart book – Consumption trumps weak trade

August 07, 2018
Indonesia chart book – Consumption trumps weak trade

For second half of the year, household demand and government spending are likely to remain supportive, with a tighter policy regime to be a dampener at the margin.

Hong Kong / Economics

Hong Kong chart book - Feeling the pain

August 07, 2018
Hong Kong chart book - Feeling the pain

Hong Kong stock market slumped on entering the second quarter of the year.

Global / Rates

Macro Strategy

August 17, 2018
Macro Strategy

The EMFX relief rally is unsustainable; Asia rates are finding support

Global / GDP

Chart of the week: Volatility has eased, but for how long?

August 13, 2018
Chart of the week: Volatility has eased, but for how long?

After a worrisome spike in early-2018, two key markers of market stress, the Libor-OIS spread and VIX, have eased considerably.

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

Markets move past Turkey to focus on US-China trade talks

August 17, 2018
Markets move past Turkey to focus on US-China trade talks

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

Developed Markets / Equities

The Turkish central bank is raising rates

August 17, 2018
The Turkish central bank is raising rates

It is just not telling the world about it

Asia / Equities

US and China try to avert all-out trade war

August 17, 2018
US and China try to avert all-out trade war

Trump pushes China for a better deal as talks are set to resume later this month

Global / Insights

DBS Chief Investment Office Collection 2018

August 17, 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.

Global / FX Tactical

RBNZ's dovishness supports buying AUD/NZD dips

August 16, 2018
RBNZ's dovishness supports buying AUD/NZD dips

If global macro settings worsen, the RBNZ would consider easing rates

Global / FX Tactical

USD/JPY pauses to find its direction

August 15, 2018
USD/JPY pauses to find its direction

With Emerging-market FX plays influenced by Turkey's troubles, nascent JPY demand will come

Global / FX Tactical

Turkey contagion changes EUR/USD's landscape

August 14, 2018
Turkey contagion changes EUR/USD's landscape

It is unlikely that Turkey's woes would dissipate right away

Featured Publications

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.

Singapore / Real Estate

Singapore Property: Room to Upgrade

June 08, 2018
Singapore Property: Room to Upgrade

Demand for new private homes projected to remain above historical average

China / Real Estate

China REITs: Property landlords to shine

May 23, 2018
China REITs: Property landlords to shine

We believe removing legislative obstacles is the first step that the government needs to establish a modern REIT regime. Also, we believe that relaxation of policy and taxation is more conducive to g...