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Global / Economics & Strategy

Research Library

August 20, 2019
Research Library

Economics and Macro Strategy

US / Rates

G3 Rates: Seeking refuge

August 19, 2019
G3 Rates: Seeking refuge

We examine what it would take before the Fed cuts rates.

Indonesia / Growth, Rates

Indonesia: Surfacing economic weakness

August 16, 2019
Indonesia: Surfacing economic weakness

Indonesia recorded a stable growth of 5% in 2Q19, contrary to the downward growth trend elsewhere. Fiscal lever could sustain growth momentum at its potential at 5.0%.

Singapore / Real Estate

Singapore Property: Reigniting stars in Singapore’s South

August 19, 2019
Singapore Property: Reigniting stars in Singapore’s South

Reaffirmation of Government efforts to remake the GSW offers significant opportunities for developers. VivoCity remains the bedrock GSW rejuvenation in our view.

China / Real Estate

Hong Kong Property Sector: Too much value to ignore?

August 16, 2019
Hong Kong Property Sector: Too much value to ignore?

Hong Kong property firms looking into buying back shares to capitalise on current share price weakness.

Singapore / Real Estate

Singapore REITS: S-REITs (Us) against the world

August 16, 2019
Singapore REITS: S-REITs (Us) against the world

Given recent weak macro data-points, we continue to prefer the more resilient sub-sectors of retail and diversified industrial & logistics.

Singapore / Stock Pulse

“Powell Put” positive for REITs and yield

August 20, 2019
“Powell Put” positive for REITs and yield

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

2Q19 results review: Look here for yields

August 20, 2019
2Q19 results review: Look here for yields

STI likely to have seen year high of 3400 back in April; Year-end objective lowered to 3380 to factor in latest round of tariffs and drag from HK civil protests.

Thailand / Equities

Thailand Equity Picks

August 19, 2019
Thailand Equity Picks

Shifting to defensive counters

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Hong Kong / Growth

Chart of the Week: Hong Kong’s retail sales and tourism dow...

August 19, 2019
Chart of the Week: Hong Kong’s retail sales and tourism downturn

We are concerned that weakening of retail sales momentum could eventually feed through to commercial rental and the broader economy.

Global / Trade

Weekly: Negative feedback loop

August 16, 2019
Weekly: Negative feedback loop

Negative consequences of the ongoing trade war, amid a stretched global economic cycle, is apparent. Trade and manufacturing are weakening sharply. Pockets of stress in EMs are appearing.

China / Growth

China: Slowing growth; more stimulus to come

August 15, 2019
China: Slowing growth; more stimulus to come

Most headline figures in July suggest persistent weakening of the economy.

Europe / Rates, FX

Germany weighs fiscal stimulus; China govvies are attractiv

August 20, 2019
Germany weighs fiscal stimulus; China govvies are attractive

Germany mulls fiscal stimuli. China govvie yields still relatively high.

US / Rates, FX

A pivotal week for FX after recent sell-off; Asia rates loo...

August 19, 2019
A pivotal week for FX after recent sell-off; Asia rates look attractive

All eyes on the Jackson Hole Symposium this week. Asia rates look attractive.

Global / Rates, FX

SGS a beneficiary in a low yield world; USD defies plunge i...

August 16, 2019
SGS a beneficiary in a low yield world; USD defies plunge in US bond yields

SGS benefitting from low rate environment. USD stays firm.

Market Movers

  • Daily Digest
  • Weekly Insights
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  • Daily Digest
  • Weekly Insights
  • Strategy
Global / Wealth Dailies

Markets climb as central banks prep stimulus measures

August 20, 2019
Markets climb as central banks prep stimulus measures

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

Developed Markets / equities

US stocks climb after progress on trade negotiations

August 20, 2019
US stocks climb after progress on trade negotiations

Blue chip companies are likely to see a surge in demand

Asia / equities

China's borrowing costs are about to get cheaper

August 20, 2019
China's borrowing costs are about to get cheaper

It is part of China’s push to connect its interest-rates system to conditions in financial markets

Global / Insights

DBS Chief Investment Office Collection 2019

August 20, 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

USD/JPY is hemmed in a range into Jackson Hole

August 20, 2019
USD/JPY is hemmed in a range into Jackson Hole

Sentiment is better but without progress in US-China trade talks, USD’s pullback is limited

Global / FX Tactical

GBP counter-trend rally is in the offing

August 19, 2019
GBP counter-trend rally is in the offing

It is a rapid countdown to Article 50's expiry on 31 October

Global / CIO Perspectives

Hong Kong-listed equities a bargain

August 16, 2019
Hong Kong-listed equities a bargain

Sentiment-driven market selloffs are usually brief, followed by swift recoveries

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.