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Global / Economics & Strategy

Research Library

September 12, 2019
Research Library

Economics and Macro Strategy

Taiwan / Growth

Taiwan: Made-in-Taiwan (MIT) back to the fore

September 12, 2019
Taiwan: Made-in-Taiwan (MIT) back to the fore

After two decades of investment exodus and industrial hollowing out, “Made-in-Taiwan” (MIT) is coming back to the fore, driven by a combination of external push and domestic pull factors.

South Korea / Growth, Rates

South Korea Chartbook: More stimulus needed, more coming

September 10, 2019
South Korea Chartbook:  More stimulus needed, more coming

Concerns over prolonged economic weakness / deflation will likely mount in the months ahead, justifying the call for more stimulus.

Asia / Technology

Super Apps in Financial Services: Business Models and Oppor...

September 12, 2019
Super Apps in Financial Services: Business Models and Opportunities

Our analysts took a deep dive exploring implications on the banking and insurance sectors as SuperApps continue to gain prominence and establish themselves as a hallmark to modern convenience.

China / Infrastructure

China Infrastructure: Growth acceleration in 2020

September 12, 2019
China Infrastructure: Growth acceleration in 2020

More opportunities could be made available for China’s infrastructure sector as the Chinese government continues to roll out measures to stability the country’s economic growth.

China / Consumer

China Home Appliance Sector: Emerging positives

September 11, 2019
China Home Appliance Sector: Emerging positives

Raw material price declines help lift sales growth for appliance makers in China for 2H19. Our top BUY is Midea.

Singapore / Stock Pulse

Wilmar leverages world’s largest consumer food market

September 13, 2019
Wilmar leverages world’s largest consumer food market

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

Easing trade tensions calm route ahead

September 12, 2019
Easing trade tensions calm route ahead

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

Star shines bright for Mapletree REITs

September 11, 2019
Star shines bright for Mapletree REITs

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
  • Macro Strategy
  • Economics
  • Macro Strategy
Europe / Monetary, Rates

Eurozone : ECB to stay dovish “as long as necessary”

September 13, 2019
Eurozone : ECB to stay dovish “as long as necessary”

From “whatever it takes” to “as long as necessary,” outgoing European Central Bank chief Mario Draghi followed up with his promise of delivering monetary stimulus.

Global / Growth, Rates

Weekly: Interim relief

September 13, 2019
Weekly: Interim relief

Favourable newsflow related to trade war, Brexit, China stimulus, ECB, and Iran have helped risk sentiments this week, making for a constructive September so far.

US / Monetary, Rates

Chart of the Week: US wages and costs are spiking

September 09, 2019
Chart of the Week: US wages and costs are spiking

Latest productivity data from the Bureau of Labour Statistics show surging compensation and labour costs.

Global / FX, Rates

Reiterating caution on DM govvies; USD and FOMC

September 13, 2019
Reiterating caution on DM govvies; USD and FOMC

DM yields can push higher amid a better global narrative. There is scope to dial back excessive pessimism in the fx space.

Global / FX, Rates

Implications of a slightly improved macro narrative

September 12, 2019
Implications of a slightly improved macro narrative

The global narrative is turning better as trade war risks recede. China moves to ease RRR and trade tensions.

Singapore / Rates

SGD rates: Policy easing and rate outlook

September 12, 2019
SGD rates: Policy easing and rate outlook

SGD rates outperformance versus USD rates can continue.

Market Movers

  • Daily Digest
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  • Daily Digest
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Global / Wealth Dailies

A glimpse of a rainbow after a stormy market

September 13, 2019
A glimpse of a rainbow after a stormy market

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

Developed Markets / Equities

ECB cuts rates further below zero

September 13, 2019
ECB cuts rates further below zero

It also revives bond purchases and will buy debt at a pace of EUR20b a month starting November

Asia / Equities

China’s tech innovators go into overdrive

September 13, 2019
China’s tech innovators go into overdrive

The country's corporations now rank among the world's most prolific patent applicants

Global / Insights

DBS Chief Investment Office Collection 2019

September 13, 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.

Global / FX Tactical

Gold exhausts its rally and reverses

September 10, 2019
Gold exhausts its rally and reverses

Its technical indicators show clear topping-out signals

Global / FX Tactical

Brexit noise shifts the short-term veneer of GBP

September 09, 2019
Brexit noise shifts the short-term veneer of GBP

Take the cue from the options market and ignore the excessive bearish calls

China / CIO Perspectives

China’s RRR cut to stimulate loan demand

September 09, 2019
China’s RRR cut to stimulate loan demand

The easing cycle is a practical move by the authorities to prevent an abrupt slowdown

Featured Publications

Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

Asia / Consumer

Ride Sharing: Profitable or not?

May 27, 2019
Ride Sharing: Profitable or not?

Our analysts took a deep dive into the ride sharing business model, and identified scale and dominance as key profitability drivers. But what does that mean for smaller operators?

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.