Insights and Analysis

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Global / Economics & Strategy

Research Library

January 18, 2019
Research Library

Economics and Macro Strategy

Asia / GDP

Widespread trade slowdown

January 18, 2019
Widespread trade slowdown

Asian exports have begun to follow the earlier PMI declines. Further weakness is in the pipeline, in our view. But swings in exports are common, with the last soft patch coming as recently as 2016.

Indonesia / FX

Indonesia: Likely end of BI tightening cycle

January 18, 2019
Indonesia: Likely end of BI tightening cycle

Bank Indonesia left 7DDR unchanged at 6% yesterday on the back of stable inflation expectation and stronger Rupiah.

China / Media

China Internet Sector: Who will be the winners in new retai...

January 18, 2019
China Internet Sector: Who will be the winners in new retail?

Concerns on offline investments dragging down margins unfounded as internet companies may in fact help retailers improve operating efficiency and monetarise through high margin service fees.

China / Real Estate

China Property: Speeding up land acquisitions

January 17, 2019
China Property: Speeding up land acquisitions

Takeaway from recent Pulse of Asia (POA) conference suggests that developers are generally more optimistic on Tier 2 cities’ performance. We prefer COLI, Aoyuan, Times and Yuzhou.

Hong Kong / Real Estate

HK Property: Suburban retail, decentralised offices

January 17, 2019
HK Property: Suburban retail, decentralised offices

US-China trade dispute weighs heavily on rental demand in Hong Kong offices and suburban malls. We prefer Swire Properties and Fortune REIT.

Singapore / Equities

Google could boost ATP occupancy to 100%

January 18, 2019
Google could boost ATP occupancy to 100%

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 Model Portfolio

January 17, 2019
Singapore Model Portfolio

Portfolio return and relative performance to benchmark takes a positive turn

Singapore / Equities

Singapore Monthly: Handshake or cold stare?

January 09, 2019
Singapore Monthly: Handshake or cold stare?

A more dovish FED and small possibility of an end to the US-China trade war positives for the STI. We continue to prefer stocks with earning visibility as well as yield plays with growth.

Economics Daily

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Asia / Credit

Top-10 investment strategies for 2019: #8

January 18, 2019
Top-10 investment strategies for 2019: #8

#8 India govvies curve to steepen.

Asia / Credit

Top-10 investment strategies for 2019: #7

January 17, 2019
Top-10 investment strategies for 2019: #7

#7 We like short-dated Chinese BBs for carry.

Asia / FX

Top-10 investment strategies for 2019: #6

January 16, 2019
Top-10 investment strategies for 2019: #6

#6 Short AUD

Global / Equities

Macro Strategy

January 18, 2019
Macro Strategy

Opportunities in HG sub-debt & Chinese infrastructure companies

Global / GDP

Chart of the Week: Trade war is yet to go the US way

January 14, 2019
Chart of the Week: Trade war is yet to go the US way

Chinese imports from the US have plunged lately, while exports have held up quite well.

US / Rates

Top-10 investment strategies for 2019: #1

January 09, 2019
Top-10 investment strategies for 2019: #1

#1 Bet on more rate hikes by the Fed

Market Movers

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Global / Wealth Dailies

Markets jostle with news that US may ease China tariffs

January 18, 2019
Markets jostle with news that US may ease China tariffs

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

Developed Markets / Equities

The US government shutdown could hurt stocks

January 18, 2019
The US government shutdown could hurt stocks

Some analysts see some nascent signs of market impact from the shutdown

Asia / Equities

Foreign firms are on a China property shopping spree

January 18, 2019
Foreign firms are on a China property shopping spree

This comes amid dampened domestic investor demand due to China’s deleveraging drive

Global / Insights

DBS Chief Investment Office Collection 2019

January 18, 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.

Asia / CIO Insights

AxJ Equities 1Q19: Policy and valuation support

January 18, 2019
AxJ Equities 1Q19: Policy and valuation support

Within ASEAN, we favour Singapore and Thailand

Japan / CIO Insights

Japan Equities 1Q19: Seek ROE enhancers

January 17, 2019
Japan Equities 1Q19: Seek ROE enhancers

It is pivotal to focus on companies with a track record of improving ROEs and shareholder returns

Global / CIO Insights

Video: Adopt a barbell strategy to maximise risk-return

January 17, 2019
Video: Adopt a barbell strategy to maximise risk-return

Watch why DBS CIO Hou Wey Fook encourages a barbell strategy in this time of market volatility

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.