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Global / Economics & Strategy

Research Library

August 17, 2018
Research Library

Economics and Macro Strategy

Asia / GDP

Weekly: China’s global deflationary impulse

August 17, 2018
Weekly: China’s global deflationary impulse

Despite strong growth and a tight labour market in the US, a demand rebound in Europe, and still-robust global trade, inflation expectations are flat or declining. We think China is the reason.

Indonesia / Rates

Indonesia: BI’s defensive manoeuvres

August 15, 2018
Indonesia: BI’s defensive manoeuvres

There is considerable official sensitivity around the exchange rate, although it is facing shocks common among emerging market economies.

China / Consumer

China Edu: Regulation updates – Stay calm and proceed with ...

August 13, 2018
China Edu: Regulation updates – Stay calm and proceed with caution

A Draft for Review published last week caused share prices to fall. We believe that the negative impact is limited and based this mostly on our understanding of the government’s revision.

Global / Consumer

Live more, Work Less

July 25, 2018
Live more, Work Less

As Asia works smarter and earns more, we believe the two sectors that will benefit the most will be tourism and discretionary consumption.

Asia / Consumer

Asia 2030: Live More, Work Less

July 11, 2018
Asia 2030: Live More, Work Less

Working hours are falling across the developed world even as incomes rise. In 2030, we believe the two sectors that will benefit the most will be tourism and discretionary consumption.

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.

Global / Equities

Weekly Global ETF Commentary

August 13, 2018
Weekly Global ETF Commentary

Global ETFs stock market indices were down for the week except for the tech laden Power QQQ.

China / Equities

The Sea Voyager Monthly: Positive factors emerged, but cutt...

August 10, 2018
The Sea Voyager Monthly: Positive factors emerged, but cutting HSI year-end target

Southbound trade became net buyer again. We investigated the data and found that cement and railway plays were popular among the Southbound trade in July18.

Economics Daily

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China / Economics

Trade wars taking a toll on China; expect more policy suppo...

August 14, 2018
Trade wars taking a toll on China; expect more policy support

July’s data is likely to prompt more policy support. “Unclogging” the transmission mechanism is crucial.

Indonesia / GDP

Indonesia chart book – Consumption trumps weak trade

August 07, 2018
Indonesia chart book – Consumption trumps weak trade

For second half of the year, household demand and government spending are likely to remain supportive, with a tighter policy regime to be a dampener at the margin.

Hong Kong / Economics

Hong Kong chart book - Feeling the pain

August 07, 2018
Hong Kong chart book - Feeling the pain

Hong Kong stock market slumped on entering the second quarter of the year.

Global / Rates

Macro Strategy

August 17, 2018
Macro Strategy

The EMFX relief rally is unsustainable; Asia rates are finding support

Global / GDP

Chart of the week: Volatility has eased, but for how long?

August 13, 2018
Chart of the week: Volatility has eased, but for how long?

After a worrisome spike in early-2018, two key markers of market stress, the Libor-OIS spread and VIX, have eased considerably.

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

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.

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...