Insights and Analysis

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China / FX

China/HK: GBA Wealth Connect is coming

July 09, 2020
China/HK: GBA Wealth Connect is coming

The PBoC and its Hong Kong and Macau counterparts have recently announced plans to establish a cross-boundary Wealth Management Connect pilot scheme in the Greater Bay Area.

Global / Economics

Kopi time with Taimur Baig podcast E20

July 08, 2020
Kopi time with Taimur Baig podcast E20

ECB’s Paul Hiebert on the intersection of financial stability and climate risk.

Taiwan / GDP

Understanding Taiwan: Post-pandemic tech opportunities and ...

July 07, 2020
Understanding Taiwan: Post-pandemic tech opportunities and some complications

Taiwan is well positioned to benefit from the post-pandemic tech opportunities. But tech protectionism and nationalism also imply challenges.

Hong Kong / Real Estate

Solid residential demand in Hong Kong

July 09, 2020
Solid residential demand in Hong Kong

With solid demand from first-time buyers and a favourable interest rate environment, the outlook of the residential market could be more positive than previously anticipated.

Malaysia / Financials

Profitability to be hit one more time

July 08, 2020
Profitability to be hit one more time

The Malaysian central bank’s latest cut is another blow to banking sector margins. While valuations are cheap, we remain neutral on the sector. Find out why.

China / Financials

Deepening SOE reform the next catalyst

July 07, 2020
Deepening SOE reform the next catalyst

China’s plan to deepen SOEs’ mixed-ownership reform signals more funding activities to come. We expect this to drive earnings in China’s brokerage sector.

Singapore / Stock Pulse

Keppel and KrisEnergy agree to amend loan agreement

July 09, 2020
Keppel and KrisEnergy agree to amend loan agreement

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.

Malaysia / Equities

Be selective in Malaysia

July 08, 2020
Be selective in Malaysia

Equity market sentiment may continue to remain buoyant in the near term in Malaysia, fuelled by the surge in liquidity. However, not all stocks are safe bets.

Thailand / Equity Picks

Thailand Equity Picks

July 08, 2020
Thailand Equity Picks

Gradually emerging from lockdown

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
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Global / Growth

Macro Insights Weekly: A sustainable rebound?

July 06, 2020
Macro Insights Weekly: A sustainable rebound?

Global economic dataflow is improving. As lockdowns ease, consumer confidence is rising, temporary layoffs are ending, and personal consumption is picking up, causing manufacturing to climb.

India / Current Account

India rates: Counting on domestic buyers

June 29, 2020
India rates: Counting on domestic buyers

Despite a sizable budget deficit for FY21, yields are likely to be capped.

Global / GDP

Macro Insights Weekly - Managing Covid-19; what’s next?

June 29, 2020
Macro Insights Weekly - Managing Covid-19; what’s next?

Covid-19 is not going away, but large fiscal and monetary support measures have already been in place for several months. Now what?

Indonesia / Interest Rate

IDR Rates: Time to catch up

July 09, 2020
IDR Rates: Time to catch up

Indonesia government bonds have room to catch up in the coming months.

Global / FX,Credit

Macro Strategy: Pressure on US commercial property market; ...

July 09, 2020
Macro Strategy: Pressure on US commercial property market; USD and China/US tensions

US CMBS delinquencies jump. Something has changed for FX.

Global / FX,Credit

FX Daily: USD and China/US tensions

July 09, 2020
FX Daily: USD and China/US tensions

Chinese markets matter too, not just the US

Market Movers

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Developed Markets / Market Newsfeed

News: US rallies are in question

July 09, 2020
News: US rallies are in question

Runup in tech mega-caps sows doubts before key earnings reports

Global / Market Newsfeed

News: Oil’s rally hits a ceiling

July 09, 2020
News: Oil’s rally hits a ceiling

Its recovery is capped by stubborn US crude glut and dour demand

Global / Market Newsfeed

News: China’s digital yuan gets first big test

July 09, 2020
News: China’s digital yuan gets first big test

Tech giant Didi Chuxing is working with the PBOC on uses for the virtual legal tender

Global / FX Technicals

GBP/USD: Selling a corrective bounce

July 08, 2020
GBP/USD: Selling a corrective bounce

GBP reversed off a recent low, boosted by the UK's plans to fast track infrastructure spending to resuscitate the economy

Global / FX Technicals

EUR/USD: Bulls in control; rally just started

July 06, 2020
EUR/USD: Bulls in control; rally just started

EUR would be underpinned by a supporting cast

Global / FX Technicals

USD/JPY: Consider a USD long on the dip

June 11, 2020
USD/JPY: Consider a USD long on the dip

The corrective legs from a peak are not yet done

Global / CIO Perspectives

Ask CIO: What keeps investors awake at night?

July 09, 2020
Ask CIO: What keeps investors awake at night?

The DBS Chief Investment Office answers some burning questions post our 3Q20 CIO Insights report

Global / CIO Weekly

CIO Weekly Highlights: Building post-pandemic resilience

July 08, 2020
CIO Weekly Highlights: Building post-pandemic resilience

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

Global / CIO Weekly

Building post-pandemic resilience

July 07, 2020
Building post-pandemic resilience

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

Featured Publications

Yuan recoups all losses since virus outbreak

March 06, 2020
Yuan recoups all losses since virus outbreak

Stimulus expectations and a weaker greenback are supporting the currency

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.