MarketMovers

DBS Chief Investment Office

Insights and analysis on what's driving global financial markets to help you make informed investment decisions.
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Weekly: Global economy gets a helping hand from the Fed and China
Insights

Macro Strategy
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Industry Focus: Industry-Specific Insights
Insights

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Economics
Economics

Philippine Bonds: Soaring returns
Economics

US recession probabilities rise, but when?
Economics

Economics & Macro Strategy
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Global / Economics & Strategy

Research Library
April 18, 2019
Research Library

Economics and Macro Strategy

Indonesia / GDP

Pressure eases on Indonesia’s trade balance
April 18, 2019
Pressure eases on Indonesia’s trade balance

March trade balance recorded a surplus, marking two consecutive months of surplus.

Asia / GDP

Weekly: China’s positive impulse to the global economy
April 18, 2019
Weekly: China’s positive impulse to the global economy

China’s stimulus driven growth stabilisation narrative is taking hold. Our Nowcast model has steadily perked up in recent months with respect to the growth momentum.

Singapore / Telecom

Singapore Telecom Sector: Singtel for recovery & Netlink fo...
April 17, 2019
Singapore Telecom Sector: Singtel for recovery & Netlink for yield

Revenue decline in Singapore’s mobile services sector expected to continue into 2019 on the back of newly revamped SIM-only plans, with recovery only possible in 2021.

Singapore / Real Estate

Logistics REITs: Storm in a teacup: Opportunity arises
April 17, 2019
Logistics REITs: Storm in a teacup: Opportunity arises

Overdone selloff from spill over impact of CWTI an opportunity for investors to pick up selected names, like MLT, AIMS and Cache, as yields turn attractive.

Malaysia / Real Estate

Malaysia Property: Survival of the fittest
April 16, 2019
Malaysia Property: Survival of the fittest

Malaysia continues to be plagued with severe property overhang, which has resulted in depressed rental yield for property owners. Our top picks are Matrix, E&O and MKH.

Indonesia / Equities

Market Strategy: Re-rating on Jokowi’s win
April 18, 2019
Market Strategy: Re-rating on Jokowi’s win

Jokowi expected to emerge victorious based on preliminary quick vote counts, and is set to serve as Indonesia’s President for a second term.

Singapore / Equities

100% occupancy of 9 Penang Road net positive for Suntec REI
April 18, 2019
100% occupancy of 9 Penang Road net positive for Suntec REIT

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.

Asia / Equities

Market Focus: Singapore GDP number priced in by markets
April 16, 2019
Market Focus: Singapore GDP number priced in by markets

Investors should rotate into stocks where valuations can be expanded given limited upside to earnings forecast especially after IMF’s downgrade on global growth outlook.

Economics Daily

  • Asia
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  • Asia
  • Global
China / Economics

China: Higher CPI will not tighten policy
April 12, 2019
China: Higher CPI will not tighten policy

March CPI inflation surged by 2.3% YoY due to higher pork prices. On production front, the rebound in PPI (Mar: 0.4%; Feb: 0.1%) is unlikely sustainable due to sluggish global demand.

China / Economics

DBS Macro Insights: China stimulus tracker - A one-year rep...
April 09, 2019
DBS Macro Insights: China stimulus tracker - A one-year report card

Taking stock of China’s fiscal and monetary stimulus so far, DBS' Chief China Economist Chris Leung shares the bank's view on the growth outlook.

Singapore / Rates

No urgency to tighten SGD policy
April 04, 2019
No urgency to tighten SGD policy

SGD NEER should retreat from the top of its policy band.

Asia / Equity

Macro Strategy
April 18, 2019
Macro Strategy

Maintaining overweight Jakarta on elections; Stable Asian currencies

Global / GDP

Chart of the Week: Foreign investors eye China bond markets
April 15, 2019
Chart of the Week: Foreign investors eye China bond markets

The recent inclusion of China’s onshore bonds in the Bloomberg Barclays Global Aggregate Index (since April 1) has, understandably, met with much excitement.

Global / GDP

Chart of the Week: Singapore GDP and MAS meeting are the fo...
April 08, 2019
Chart of the Week: Singapore GDP and MAS meeting are the focus this week

There is no urgency for the Monetary Authority of Singapore (MAS) to tighten monetary policy a third time at its policy review due before mid-April.

Market Movers

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  • Daily Digest
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Global / Wealth Dailies

Equity markets get a break from gloom and push higher
April 18, 2019
Equity markets get a break from gloom and push higher

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

Developed Markets / Equities

Nasdaq is back at an all-time high
April 18, 2019
Nasdaq is back at an all-time high

The last thrust was paced by just two stocks – Apple Inc and Qualcomm Inc

Asia / Equities

China stocks rise on economic rebound
April 18, 2019
China stocks rise on economic rebound

Officials are said to be preparing new stimulus

Global / Insights

DBS Chief Investment Office Collection 2019
April 18, 2019
DBS Chief Investment Office Collection 2019

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

Global / Insights

DBS Chief Investment Office Collection 2018
December 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.

Global / CIO Perspectives

Barbell Strategy: Resilient when volatility rises
April 18, 2019
Barbell Strategy: Resilient when volatility rises

As global economic momentum moderates, higher volatility is on the cards

Global / FX Tactical

Entering into gold's buy zone
April 18, 2019
Entering into gold's buy zone

We are now getting closer to better levels

Global / FX Tactical

Silver bears know their pressure point
April 16, 2019
Silver bears know their pressure point

Once the downside is completed, history will repeat itself

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.

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