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Global / Economics & Strategy

Research Library

June 26, 2019
Research Library

Economics and Macro Strategy

Malaysia / Growth

Malaysia Chartbook: Slow growth, weak inflation

June 25, 2019
Malaysia Chartbook: Slow growth, weak inflation

Growth has continued to slow while inflation has been weaker than expected. This makes for a dovish monetary policy stance ahead.

India / Monetary

India’s monetary policy to do much of the heavy lifting

June 20, 2019
India’s monetary policy to do much of the heavy lifting

Growth numbers out late-May confirmed concerns over a cyclical slowdown last year. Incoming data sets FY20 for a subdued start. Growth headwinds swiftly turn attention to the likely policy response.

Singapore / Real Estate

Singapore REITs: A premium for your assurance

June 27, 2019
Singapore REITs: A premium for your assurance

S-REITs expected to benefit from tailwinds of an upturn in the Singapore property sector and a dovish Federal Reserve (Fed).

Thailand / Financials

Thailand Banks: Delayed but not derailed

June 26, 2019
Thailand Banks: Delayed but not derailed

Thai banks’ earnings growth set to pick up on the back of an improving overall economy in 2H19. Our top pick is BBL.

China / Real Estate

China Property Weekly Digest: Strong appetite for residenti...

June 25, 2019
China Property Weekly Digest: Strong appetite for residential sites in Tier 1 cities

Average sell-through rate for new project launches in key Tier 1 and 2 Chinese cities rebounded modestly to 75%, led mainly by recovery in key Tier 2 cities. We like Shimao and China SCE.

Singapore / Stock Pulse

Attractive entry points as S-REITs tap market for acquisiti...

June 27, 2019
Attractive entry points as S-REITs tap market for acquisition funding

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 / Equities

Singapore Equity Picks

June 26, 2019
Singapore Equity Picks

Best-ever performance despite macro uncertainties

Singapore / Stock Pulse

SembCorp Industries removed from Equity Picks Growth catego...

June 26, 2019
SembCorp Industries removed from Equity Picks Growth category

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
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Thailand / Monetary

Thailand: BOT on hold, safe-haven interests perk THB assets

June 26, 2019
Thailand: BOT on hold, safe-haven interests perk THB assets

The Bank of Thailand MPC voted unanimously to keep the policy rate unchanged at 1.75% on June 26. 2019 GDP projections were cut, inflation was held unchanged, but core was trimmed.

Vietnam / Economics

Vietnam – The rising star

June 25, 2019
Vietnam – The rising star

Vietnam is coming of age.

Global / Monetary, FX

Chart of the Week: Back in the ring - US Fed vs Markets

June 24, 2019
Chart of the Week: Back in the ring - US Fed vs Markets

There is still a considerable level of intrigue on the US Federal Reserve’s next course of action, after last week’s FOMC.

Global / Rates, FX

GBP caught wrong footed; Profit taking across US Treasuries

June 27, 2019
GBP caught wrong footed; Profit taking across US Treasuries

The British pound is at risk of giving up gains versus the USD. US yields rise as Powell downplays odds of 50bps cut in July.

Global / Rates, FX

Profit taking on bearish USD bets; Asia govvies to ride on ...

June 26, 2019
Profit taking on bearish USD bets; Asia govvies to ride on likely Fed & ECB easing

The greenback is likely to hold up into the Xi-Trump meeting at the G20 Summit this weekend. Asia govvies will ride on the monetary easing tailwind in the coming months.

Asia / Rates, FX

SGSs still look compelling; INR yields news-driven with a d...

June 25, 2019
SGSs still look compelling; INR yields news-driven with a downside bias

We expect India and Singapore govvies to rally further.

Market Movers

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Global / Wealth Dailies

Stocks dip as investors weigh mix messages on trade

June 27, 2019
Stocks dip as investors weigh mix messages on trade

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

Global / commodities

Oil reaches five-week high since 2016

June 27, 2019
Oil reaches five-week high since 2016

The biggest decline in American supplies was accompanied by record exports

Global / currencies

Yen is breaking down barriers toward 100 threshold

June 27, 2019
Yen is breaking down barriers toward 100 threshold

Leveraged funds swing to a net long position on the yen for the first time in a year

Global / Insights

DBS Chief Investment Office Collection 2019

June 26, 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 Insights

Video 3Q19: How to invest in disruptive times

June 26, 2019
Video 3Q19: How to invest in disruptive times

DBS CIO Hou Wey Fook says the world has changed - so why should your investment approach stay the same?

Global / CIO Insights

3Q19 Outlook: A Changing World

June 26, 2019
3Q19 Outlook: A Changing World

DBS CIO Hou Wey Fook shares how to capitalise on game-changing trends as old business models unravel

Global / FX Tactical

EUR/USD bulls replenish their oxygen tanks

June 26, 2019
EUR/USD bulls replenish their oxygen tanks

Even speculators recognise the limited downside for EUR

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.