Insights and Analysis

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Global / Economics & Strategy

Research Library

May 17, 2019
Research Library

Economics and Macro Strategy

India / Rates

What’s driving India’s debt markets?

May 17, 2019
What’s driving India’s debt markets?

Election-related uncertainty and a liquidity shortage that began last year are keeping debt investors on tenterhooks. India’s bonds also face demand-supply constraints this year.

US / Rates

USD rates: What will prompt the Fed to cut?

May 14, 2019
USD rates: What will prompt the Fed to cut?

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

Hong Kong / Real Estate

HK Property Monthly Chart Book: Hotels on growth mode

April 15, 2019
HK Property Monthly Chart Book: Hotels on growth mode

Hotel occupancy in Hong Kong continues to rise despite growth in room supplies as visitation numbers from Mainland Chinese tourist show no signs of abating.

Singapore / Real Estate

Singapore Property: More measured approach

March 29, 2019
Singapore Property: More measured approach

Recent bids by developers for Sims Drive and Middle Road sites suggest expectations for moderate price appreciation with buffers of more than 10% to recent transacted prices.

China / Transport

China Auto Sector: Lower subsidy on new energy vehicles

March 27, 2019
China Auto Sector: Lower subsidy on new energy vehicles

Profitability of automakers potentially affected with new subsidy scheme rolled out by Chinese government to encourage innovation amongst local manufacturers.

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.

Singapore / Equities

Singapore offers plenty of diversification

April 24, 2019
Singapore offers plenty of diversification

Investing using Straits Times Index and Singapore government bond ETFs will provide the exposure; yield seeking investors can opt for S-REITS and Singapore Investment Grade Corporate Bond ETFs.

Indonesia / Equities

Market Strategy: Re-rating on Jokowi’s win

April 18, 2019
Market Strategy: Re-rating on Jokowi’s win

Jokowi expected to emerge victorious based on preliminary quick vote counts, and is set to serve as Indonesia’s President for a second term.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Trade

Weekly: A China-US decoupling scenario

May 17, 2019
Weekly: A China-US decoupling scenario

While the markets are not pricing it, we think it is time to consider the impact of a full-blown trade war in 2020 and beyond.

China / Growth

China’s slowdown shadows return

May 16, 2019
China’s slowdown shadows return

China’s domestic demand saw broad-based easing in April. More pro-growth policies are expected.

Global / Economics

Macro insights video on our ETF strategy

May 13, 2019
Macro insights video on our ETF strategy

Our regional equity strategist Joanne explains how an investor can own the world with 10 ETFs.

Global / FX, Rates

Capping USDCNH with a higher CNH Hibor; UST yields bounce o...

May 17, 2019
Capping USDCNH with a higher CNH Hibor; UST yields bounce off support

Capping USDCNH with a higher CNH Hibor; UST yields bounce off support

Market Movers

  • Daily Digest
  • Weekly Insights
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  • Daily Digest
  • Weekly Insights
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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 / Basic Materials

DBS Asian Insights SparX: Copper

October 08, 2018
DBS Asian Insights SparX: Copper

As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.

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.