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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Top-10 macro investment strategies for 1H2020
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Chart of the Week
Insights

Industry Focus: Industry-Specific Insights
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Asia Focus: Regional-Specific Insights

Economics

Thailand: Stabilisation at moderate levels
Economics

SGD rates: Flush liquidity
Economics

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Economics

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Insights and Analysis

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Japan / Fiscal, Rates

G3 rates outlook for 2020: Part 3 (Japan)
January 23, 2020
G3 rates outlook for 2020: Part 3 (Japan)

Japan has already embarked on modest fiscal easing. There is room to do more over the next couple of years.

Global / Economics & Strategy

Research Library
January 22, 2020
Research Library

Economics and Macro Strategy

Europe / Fiscal, Rate

G3 rates outlook for 2020: Part 2 (Eurozone)
January 22, 2020
G3 rates outlook for 2020: Part 2 (Eurozone)

With monetary policy exhausted, a modest fiscal tilt becomes inevitable.

Singapore / Technology

Spotlight on Technology: Recovery intact
January 24, 2020
Spotlight on Technology: Recovery intact

Rebound in semiconductor industry on the back of emergence of new technology and demand set to uplift entire technology value chain.

Malaysia / Financial

Malaysian Banks: OPR cut by 25bps
January 23, 2020
Malaysian Banks: OPR cut by 25bps

Surprise BNM Overnight Policy Rate cut to boost affordability and alleviate asset quality concerns for Malaysian banks.

Singapore / Real Estate

CapitaLand Group: A Whole New World
January 23, 2020
CapitaLand Group: A Whole New World

CapitaLand Integrated Commercial Trust (CICT) set to be empowered with greater financial capacity to take on bigger projects to drive better shareholder returns.

Singapore / Stock Pulse

Technology value chain set to benefit from semiconductor re...
January 24, 2020
Technology value chain set to benefit from semiconductor rebound

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
January 23, 2020
Singapore Equity Picks

The Straits Times Index (STI) gained 2.2% from our 17 December update

Thailand / Equities

Thai Strategy Update: Turning into safe mode
January 23, 2020
Thai Strategy Update: Turning into safe mode

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Asia / Growth, Rates

Weekly: Pandemic alert
January 24, 2020
Weekly: Pandemic alert

This week’s market developments were typical of a budding pandemic scare.

Global / Growth

Chart of the Week: The march of US renewable energy
January 21, 2020
Chart of the Week: The march of US renewable energy

While a large part of US energy is still coming from petroleum, the role of highly polluting coal has diminished over the years.

China / Growth

China: A mild recovery in sight
January 20, 2020
China: A mild recovery in sight

Real GDP growth stabilized at 6.0% in 4Q19 and brought full-year growth to 6.1% in 2019.

Global / FX, Rates

ECB policy meeting; US curve flattening (again)
January 24, 2020
ECB policy meeting; US curve flattening (again)

ECB starts year-long strategic review. US curve could swing back to steepening.

Global / FX, Rates

Risk aversion around coronavirus; Bank Negara surprise cut
January 23, 2020
Risk aversion around coronavirus; Bank Negara surprise cut

PBOC's policy stance will likely stay supportive to fulfil policy and growth targets. BNM cut could be seen as an insurance cut.

Global / Credit, Rates

The SARS playbook; HK's credit rating downgrade
January 22, 2020
The SARS playbook; HK's credit rating downgrade

We look at how the markets react through the SARS episode. We expect limited impact from HK’s credit rating downgrade.

Market Movers

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Global / Wealth Dailies

Stocks may see some relief from virus worries
January 24, 2020
Stocks may see some relief from virus worries

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

Developed Markets / Equities

Italy and Greece lag in Europe equity race
January 24, 2020
Italy and Greece lag in Europe equity race

Many countries hit by the Euro Area debt crisis find it hard to recover

Asia / Equities

China stocks see worst end to lunar year on record
January 24, 2020
China stocks see worst end to lunar year on record

Investors offload stocks on concern a deadly virus will worsen over the week-long trading break

Global / Insights

DBS Chief Investment Office Collection 2020
January 23, 2020
DBS Chief Investment Office Collection 2020

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 / FX Technicals

Picking up a corrective dip for NZD
January 22, 2020
Picking up a corrective dip for NZD

Given the RBA QE overhang, NZD looks the better of the Antipodean pairs of AUD and NZD

Global / FX Technicals

Gold seasonality suggests a pullback ahead
January 21, 2020
Gold seasonality suggests a pullback ahead

Gold typically has good months in January but less so in February and March

Japan / CIO Insights

Japan Equities 1Q20: Olympic boost
January 24, 2020
Japan Equities 1Q20: Olympic boost

There are positive implications for a host of companies across sectors this summer in Japan

Asia / CIO Insights

AxJ Equities 1Q20: Re-rating on the cards
January 23, 2020
AxJ Equities 1Q20: Re-rating on the cards

Earnings yield and valuation metrics provide the case for the region's equities

Global / CIO Weekly

Risk assets to hold course as ECB, BOJ meet
January 20, 2020
Risk assets to hold course as ECB, BOJ meet

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

Featured Publications

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.

Vietnam / Equities

Understanding Vietnam: A Rising Star
September 19, 2019
Understanding Vietnam: A Rising Star

Vietnam has found itself in a sweet spot as the prime beneficiary of the US-China Trade War, so much so that its economy is set to be bigger than that of Singapore’s within a decade.

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