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Global / Economics & Strategy

Research Library

October 18, 2018
Research Library

Economics and Macro Strategy

Indonesia / GDP

Indonesia: Easing some pressure

October 12, 2018
Indonesia: Easing some pressure

The Indonesian government announced an increase of non-subsidized fuel effective immediately on October 10 by an average 16%.

Asia / GDP

An unhealthy correction

October 12, 2018
An unhealthy correction

The ongoing market sell-off does not represent a healthy cleaning out of positions. Market uncertainty will persist, in our view.

Hong Kong / Real Estate

HK Property: Bids for rare land site falls below reserve pr...

October 18, 2018
HK Property: Bids for rare land site falls below reserve price

The government has rejected tenders from developers for the Mansfield Road residential site as their bids failed to meet the desired reserve price.

China / Real Estate

China Property: Sale-on-completion clause may not be a disa...

October 15, 2018
China Property: Sale-on-completion clause may not be a disaster

We believe developers will give priority to projects in the M&A market that allow presales at this stage if new land parcels for auction are implemented with this clause.

Singapore / Real Estate

SG Retail REITS: Jewel of the East reaches new leasing mile...

October 12, 2018
SG Retail REITS: Jewel of the East reaches new leasing milestone

Jewel Changi Airport is set to open its doors in early 2019. Poised to be a dominant force in the retail scene, it offers unique attributes that appeal to both tourists and locals.

Global / Equities

Weekly Global ETF Commentary

October 15, 2018
Weekly Global ETF Commentary

US equity ETFs had an inflow of $1.95 billion, fixed income had $6.17 billion of withdrawals, international equities garnered $318.6 million and international fixed income had inflows of $182.4 milli...

Thailand / Equities

Thai Banks & Property: BOT to impose a macroprudential poli...

October 12, 2018
Thai Banks & Property: BOT to impose a macroprudential policy to govern housing loans

BOT has spotted signs of rising competition in mortgage lending from the relaxation of credit underwriting standards at banks.

Indonesia / Equities

ID Market Strategy: Much needed adjustments

October 11, 2018
ID Market Strategy: Much needed adjustments

Market is likely to be Neutral to slightly positive on the fuel price hike. The key factor in our view is whether this action will help stabilise the Rupiah because without it, JCI will likely be ran...

Economics Daily

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Singapore / Rates

SGD rates have outperformance potential

October 17, 2018
SGD rates have outperformance potential

There are nuanced opportunities across the SGD curves.

India / GDP

India chart book – Volatility overshadows growth

October 15, 2018
India chart book – Volatility overshadows growth

Rising rates and dollar, China-US trade friction, high oil prices and geopolitical unease have resulted in a broader sell-off.

Hong Kong / Economics

Hong Kong chart book - HKD rates are sensitive to rising US...

October 11, 2018
Hong Kong chart book - HKD rates are sensitive to rising USD rates

Hang Seng Index slump alongside weakening CNY. Hong Kong’s banks raised the prime rate shortly after the Fed Fund rate hike.

Global / Rates

Macro Strategy

October 18, 2018
Macro Strategy

Indo govvies get budget reprieve; More pain for the EUR

Global / GDP

Chart of the Week: Real rates in some Asian countries have ...

October 15, 2018
Chart of the Week: Real rates in some Asian countries have room to rise, except China

There is room for real rates to rise in Asia due to tighter monetary policy.

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Market Movers

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Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Global / Equities

Video: Desperately seeking value in 3Q17

July 27, 2017
Video: Desperately seeking value in 3Q17

DBS Chief Investment Officer Lim Say Boon discusses the frustrating outlook for global equities

Global / Outlook

3Q17: Desperately seeking value

June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

Featured Publications

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.

Asia / Technology

Internet of Things: The Pillar of Artificial Intelligence

June 25, 2018
Internet of Things: The Pillar of Artificial Intelligence

Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.