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Play on Europe's recovery
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Go back to fundamentals in "quality" stocks
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2Q18: Mind the Bends
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South Korea: BOK’s cautious hike
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DBS 2019-20 Outlook: Fading Momentum
Economics

India: RBI sets course for a prolonged pause
Economics

Nowcast shows China’s growth easing toward 6%
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Global / Economics & Strategy

Research Library
December 14, 2018
Research Library

Economics and Macro Strategy

Asia / GDP

Weekly: 2018 - A scorecard (what we got right and what we g...
December 14, 2018
Weekly: 2018 - A scorecard (what we got right and what we got wrong)

We take stock of our macro calls made a year ago.

India / GDP

India: Nexus of improving inflation and BOP, but moderate g...
December 14, 2018
India: Nexus of improving inflation and BOP, but moderate growth

India’s domestic developments are back to the fore on a temporary reprieve from global risk-off catalysts

Asia / Consumer

Think Big, Act Quick
December 14, 2018
Think Big, Act Quick

Most airports in the region will still be operating above or at near capacity even after their expansions are complete, highlighting the need for continuous expansion and investment.

China / Consumer

China Data Centre Sector
December 14, 2018
China Data Centre Sector

We interviewed 10+ Chinese data centre (DC) operators and concluded that location, customer mix and business model are the critical factors in evaluating a data centre portfolio.

Malaysia / Consumer

Malaysia Gaming: Change of game plan
December 07, 2018
Malaysia Gaming: Change of game plan

We are optimistic that the next catalyst for the NFOs will be the crackdown on illegal NFO activities and maintain BUY recommendations on Magnum and BToto.

Singapore / Equities

Mapletree Industrial Trust acquires Tai Seng property with ...
December 14, 2018
Mapletree Industrial Trust acquires Tai Seng property with initial yield of 6.8%

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.

China / Equities

China Strategy: Tension reignited
December 10, 2018
China Strategy: Tension reignited

Considering ongoing US-China trade tensions, we continue to recommend a cautious stance and stick to those with more resilient earnings growth and/or dividend yield.

Thailand / Equities

Thai Strategy: Cautiously optimistic on domestic momentum
December 07, 2018
Thai Strategy: Cautiously optimistic on domestic momentum

Our top picks for December 2018 are BEM, BCP, DELTA, HMPRO and PTTEP; our top picks for 2019 are AEONTS, AOT, BBL, BEM, CPALL, CPN, DELTA, DIF, HMPRO and PTT.

Economics Daily

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Hong Kong / GDP

Hong Kong: Looking beyond the typhoon
November 20, 2018
Hong Kong: Looking beyond the typhoon

The Hong Kong economy has been hit by a super typhoon and Sino-US trade tensions.

Hong Kong / GDP

Hong Kong chart book - Increasing external headwinds
November 19, 2018
Hong Kong chart book - Increasing external headwinds

Real GDP growth has slowed to 2.9% YoY in 3Q18 from its robust 4% performance in 1H18. Economic activities halted during super typhoon in September.

China / GDP

China chart book - Slowing growth and weakening sentiments
November 13, 2018
China chart book - Slowing growth and weakening sentiments

China’s exports data in October surprised to the upsside, likely reflecting continued shipment frontloading and strong US demand.

Global / Equities

Macro Strategy
December 14, 2018
Macro Strategy

Buy S-REITS; support for China credit

Global / GDP

Chart of the Week: While the US is slowing, Europe is slowi...
December 11, 2018
Chart of the Week: While the US is slowing, Europe is slowing faster

Soft auto sales, slowing electronics demand, and a weakening residential market have caused US economic growth to ease from its torrid pace seen earlier this year.

Global / GDP

Chart of the Week: Nowcast shows China’s growth easing towa...
December 04, 2018
Chart of the Week: Nowcast shows China’s growth easing toward 6%

Our China Nowcast model shows continued slowing of growth momentum in Asia’s largest economy.

Market Movers

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Global / Wealth Dailies

The spectre of trade war still looms over markets
December 14, 2018
The spectre of trade war still looms over markets

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

Developed Markets / Equities

EU to step up no-deal Brexit plans
December 14, 2018
EU to step up no-deal Brexit plans

UK Prime Minister Theresa May fails to clinch new guarantees on the divorce deal

Asia / Equities

China’s equity investors see biggest losses in years
December 14, 2018
China’s equity investors see biggest losses in years

This year, the country's stock market has lost USD2.1t in value and is languishing in a bear market

Global / Insights

DBS Chief Investment Office Collection 2018
December 14, 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.

China / CIO Insights

Video: Positive on China Technology
December 12, 2018
Video: Positive on China Technology

Find out why DBS CIO likes China Tech stocks, even with Chinese shares in a bear market

China / CIO Insights

4Q18: Investment Theme – China Financials
December 12, 2018
4Q18: Investment Theme – China Financials

There is a compelling risk-return proposition in the sector

Global / CIO Insights

Alternatives 4Q18: Finding gold’s trough
December 12, 2018
Alternatives 4Q18: Finding gold’s trough

The precious metal remains depressed on waning attractiveness

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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