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Global / Economics & Strategy

Research Library

November 12, 2019
Research Library

Economics and Macro Strategy

China / Growth

China 2020 – A Better Year Ahead

November 11, 2019
China 2020 – A Better Year Ahead

China’s GDP growth will moderate to 5.8% next year, slower than the 6.1% forecast for 2019. Intensified policy support is a necessity to buttress the economy.

India / Growth, Rates

India: Growth to slow before turning the corner

November 06, 2019
India: Growth to slow before turning the corner

India is in midst of a growth slowdown, with recovery likely to set in the coming quarters.

Singapore / Financials

Singapore Banks: A resilient quarter

November 12, 2019
Singapore Banks: A resilient quarter

Non-interest income shows strength; NIM expected to decline from hereon.

Asia / Consumer

Regional Plantation Companies: Inventory continues to shrin

November 11, 2019
Regional Plantation Companies: Inventory continues to shrink

The YTD CPO average price stands at US$507 per MT, which is on track to meet our CY19 CPO price estimate.

China / Financials

China Banking Sector: Look for good buys

November 07, 2019
China Banking Sector: Look for good buys

PBOC has cut RRR for selected rural and commercial banks in view of ongoing deleveraging and asset quality deterioration.

Singapore / Stock Pulse

Singapore Banks: A resilient quarter

November 12, 2019
Singapore Banks: A resilient quarter

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 Equity Picks

November 11, 2019
Singapore Equity Picks

The Straits Times Index (STI) has declined 2.9% since our 16 September update on trade war uncertainties and weaker-than-expected US ISM manufacturing/services figures that stoked worries of a recess...

Singapore / Stock Pulse

Lower SREITs exposure due to rise in US 10-year bond yield

November 11, 2019
Lower SREITs exposure due to rise in US 10-year bond 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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Asia / BOP, Rates

Chart of the Week: Asia’s 2020 funding requirement

November 11, 2019
Chart of the Week: Asia’s 2020 funding requirement

2020 financing obligations of some Asian economies are very large relative to their reserves.

Asia / Fiscal, Rates

Weekly: Forecasting Asia’s 2020 funding requirement

November 08, 2019
Weekly: Forecasting Asia’s 2020 funding requirement

The markets are stepping into 2020 with little concern about external debt sustainability. Armed with USD5.5trln in FX reserves, Asian emerging market economies appear in good shape.

Global / Economics

DBS Macro Insights Livestream - A Trough in the Making

November 06, 2019
DBS Macro Insights Livestream - A Trough in the Making

Reduced exchange rate volatility, dissipation of event risks (hard Brexit and tariff escalation), softening USD funding conditions, stable energy prices, and hints of a bottom in the global electroni...

Global / FX, Rates

US recession probability eases; INR vulnerable disappointin...

November 12, 2019
US recession probability eases; INR vulnerable disappointing data

The US yield curve has dialled down the probability of a recession. INR is vulnerable.

Global / FX, Rates

Favour USD over EUR & GBP; PBoC to ignore elevated CPI

November 11, 2019
Favour USD over EUR & GBP; PBoC to ignore elevated CPI

The US dollar has potential to further recover ground this week. The PBoC is expected to ignore elevated CPI.

Global / FX, Rates

10Y US yields eyeing 2%; tariff hopes lifted Asian currenci...

November 08, 2019
10Y US yields eyeing 2%; tariff hopes lifted Asian currencies

We are significantly more bearish on US bonds for 2020. Trade deal is moving in the right direction but still needs to be signed.

Market Movers

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

Trade deal struggles stumble markets

November 12, 2019
Trade deal struggles stumble markets

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

Developed Markets / Equities

The S&P 500 sees first drop in four sessions

November 12, 2019
The S&P 500 sees first drop in four sessions

Mixed messages from the White House and delayed meetings signal trade talks are stumbling

Asia / Equities

Hong Kong’s USD530b stock rally buckles

November 12, 2019
Hong Kong’s USD530b stock rally buckles

Stocks fall the most since early August as protests escalate

Global / Insights

DBS Chief Investment Office Collection 2019

November 12, 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 Technicals

GBP is holding up well, staying bullish

November 12, 2019
GBP is holding up well, staying bullish

Expect GBP to continue to whipsaw with general election news

Global / FX Technicals

Trying to find silver's glow again

November 07, 2019
Trying to find silver's glow again

Silver prices have consolidated over the last two months

Global / CIO Insights

Video 4Q19: The new "bond proxies"

November 05, 2019
Video 4Q19: The new "bond proxies"

With ever-lowering bond yields, other asset classes have risen to be the next "bond proxies"

Featured Publications

Singapore / Consumer

Singapore Downstream F&B: Mass-market F&B set to sizzle

October 22, 2019
Singapore Downstream F&B: Mass-market F&B set to sizzle

Our analysts took a deep dive exploring the F&B business environment in Singapore, and examined how businesses can thrive in this lucrative, yet ever changing landscape.

China / Real Estate

China Property Management: Catch the rising stars

October 09, 2019
China Property Management: Catch the rising stars

Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.

Vietnam / Equities

Understanding Vietnam: A Rising Star

September 19, 2019
Understanding Vietnam: A Rising Star

Vietnam has found itself in a sweet spot as the prime beneficiary of the US-China Trade War, so much so that its economy is set to be bigger than that of Singapore’s within a decade.