Insights and Analysis

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Vietnam / GDP

Vietnam Chartbook: Exports and FDI to the fore

April 20, 2021
Vietnam Chartbook: Exports and FDI to the fore

Exports and FDI are gathering pace notably, reflecting global economic recovery and Vietnam’s further integration into global supply chain.

Global / Economics

Kopi time with Taimur Baig podcast E51

April 19, 2021
Kopi time with Taimur Baig podcast E51

Vasuki Shastry on “Has Asia Lost It?”

Global / Economics & Strategy

Research Library

April 19, 2021
Research Library

Economics and Macro Strategy

Singapore / Real Estate

Industrial S-REITs: Asset reflation drives yield compressio

April 20, 2021
Industrial S-REITs: Asset reflation drives yield compression

We believe that selected industrial S-REITs will likely see a lift in valuations come year-end when we anticipate valuers to write up “fair values” for Australian assets.

Thailand / Industrials,Consumer

Thailand Tourism: Buy on dips

April 19, 2021
Thailand Tourism: Buy on dips

The latest wave of COVID-19 infections in Thailand is negative for tourism players’ share prices in the short term, which we believe presents an opportunity to accumulate.

China / Real Estate

China Property Sector: Eye on future land supply

April 19, 2021
China Property Sector: Eye on future land supply

China’s residential property sector turned in a solid performance in 1Q21 and we believe it has potential to ink another year of record-high sales.

Singapore / Stock Pulse

Equity Picks: Time to lock in gains for FEHT

April 21, 2021
Equity Picks: Time to lock in gains for FEHT

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 / Stock Pulse

Singapore Banks: Expect firm earnings recovery in 1Q

April 20, 2021
Singapore Banks: Expect firm earnings recovery in 1Q

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 / Stock Pulse

Optimistic on HPHT, throughput volumes to remain firm

April 19, 2021
Optimistic on HPHT, throughput volumes to remain firm

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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  • Economics
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Singapore / Economics & Strategy

Singapore's inflation expectations turn a corner

April 21, 2021
Singapore's inflation expectations turn a corner

DBS-SKBI survey of inflation expectations show improved confidence about the outlook for income and price.

Global / GDP

Macro Insights Weekly: Contrasting recovery of China and th...

April 19, 2021
Macro Insights Weekly: Contrasting recovery of China and the US

The world’s two largest economies are undergoing robust rebounds. China and the US are on course to print sufficient GDP growth this year to make up for the lost output of 2020.

China / GDP

China: Fears over tightening overdone

April 16, 2021
China: Fears over tightening overdone

The outturn is consistent with PBOC’s monetary policy normalisation strategy but fears over tightening maybe overdone.

Global / FX

FX Daily: Less complacency about Covid-19 variants (Philip ...

April 21, 2021
FX Daily: Less complacency about Covid-19 variants (Philip Wee)

A lower AUD/JPY could increase risk aversion

Global / Rates,FX

Macro Strategy: ASEAN monetary policy; FX and worsening pan...

April 21, 2021
Macro Strategy: ASEAN monetary policy; FX and worsening pandemic

Less complacency about infections and recovery.

Indonesia / Economics & Strategy

Turning cautious on Indonesian rates

April 20, 2021
Turning cautious on Indonesian rates

We are taking advantage of the recent pullback in Indonesia local currency government bond (IndoGB) yields to take off our bullish stance, and shift to neutral.

Market Movers

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Developed Markets / Market Newsfeed

News: US stocks decline amid earnings, economic concern

April 21, 2021
News: US stocks decline amid earnings, economic concern

The decline extended for a second day with renewed economic worries and rising virus cases

Asia / Market Newsfeed

News: China’s Huarong International says it returned to pro...

April 21, 2021
News: China’s Huarong International says it returned to profit

The unit will focus on cutting risk exposure and ensuring liquidity

Global / Market Newsfeed

News: Oil slides with broader market selloff

April 21, 2021
News: Oil slides with broader market selloff

Resurgent virus in the world's top oil importers add to demand concerns

Global / FX Technicals

Gold (XAU/USD): Finding its stability pulse

April 13, 2021
Gold (XAU/USD): Finding its stability pulse

Gold has developed a minor double bottom and if the pattern delivers, there remains a nudge higher

Global / FX Technicals

EUR/JPY: Mapping out a retracement

April 07, 2021
EUR/JPY: Mapping out a retracement

A technical indicator is slowly moving to reflect an increasingly overbought reading

Global / FX Technicals

USD/CAD: Moving towards harvest point

April 06, 2021
USD/CAD: Moving towards harvest point

The downside momentum has started to wean off

Global / CIO Weekly

Hunt for yield with China large banks

April 21, 2021
Hunt for yield with China large banks

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

Global / CIO Weekly

Weekly: Race against the virus continues

April 20, 2021
Weekly: Race against the virus continues

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

Global / CIO Perspectives

Why High Yield credit deserves another chance

April 15, 2021
Why High Yield credit deserves another chance

Build a credit portfolio that remains robust against rising rates and credit deterioration

Featured Publications

News: US stocks drop from record highs

April 13, 2021
News: US stocks drop from record highs

Meanwhile, Europe stocks pause their rally as focus shifts to earnings

News: US oil output nears levels not seen since the pandemi

April 13, 2021
News: US oil output nears levels not seen since the pandemic

This is the latest sign the global economy is heating up

Macro Insights Livestream - April 2021

April 07, 2021
Macro Insights Livestream - April 2021

The race to vaccination.