Economics and Macro Strategy
We take stock of our macro calls made a year ago.
India’s domestic developments are back to the fore on a temporary reprieve from global risk-off catalysts
Most airports in the region will still be operating above or at near capacity even after their expansions are complete, highlighting the need for continuous expansion and investment.
We interviewed 10+ Chinese data centre (DC) operators and concluded that location, customer mix and business model are the critical factors in evaluating a data centre portfolio.
We are optimistic that the next catalyst for the NFOs will be the crackdown on illegal NFO activities and maintain BUY recommendations on Magnum and BToto.
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.
Considering ongoing US-China trade tensions, we continue to recommend a cautious stance and stick to those with more resilient earnings growth and/or dividend yield.
Our top picks for December 2018 are BEM, BCP, DELTA, HMPRO and PTTEP; our top picks for 2019 are AEONTS, AOT, BBL, BEM, CPALL, CPN, DELTA, DIF, HMPRO and PTT.
The Hong Kong economy has been hit by a super typhoon and Sino-US trade tensions.
Real GDP growth has slowed to 2.9% YoY in 3Q18 from its robust 4% performance in 1H18. Economic activities halted during super typhoon in September.
China’s exports data in October surprised to the upsside, likely reflecting continued shipment frontloading and strong US demand.
Buy S-REITS; support for China credit
Soft auto sales, slowing electronics demand, and a weakening residential market have caused US economic growth to ease from its torrid pace seen earlier this year.
Our China Nowcast model shows continued slowing of growth momentum in Asia’s largest economy.
Wealth Dailies rounds up overnight markets with Market Snapshot, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack
UK Prime Minister Theresa May fails to clinch new guarantees on the divorce deal
This year, the country's stock market has lost USD2.1t in value and is languishing in a bear market
The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
As the world’s biggest buyer of oil, China may view the settlement of oil in Chinese yuan as a natural course of development.
We continue to believe that Asian equities are poised for further outperformance; we prefer exposure to Hong Kong/China and emerging ASEAN.
Find out why DBS CIO likes China Tech stocks, even with Chinese shares in a bear market
There is a compelling risk-return proposition in the sector
The precious metal remains depressed on waning attractiveness
As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.
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.
Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.