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Insights and Analysis

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Global / Economics & Strategy

Research Library
July 17, 2019
Research Library

Economics and Macro Strategy

India / Growth

Understanding India: Time is RIPE
July 01, 2019
Understanding India: Time is RIPE

India currently enjoys an ideal mix of political stability, a credible central bank, and a reform-centric focus. Time is ‘RIPE’ for growth to climb out of the current slowdown.

Global / Growth

DBS Monthly – Searching for a breather
June 28, 2019
DBS Monthly – Searching for a breather

Market participants are keen to find some room to breathe, but recent movement in gold and oil shows that risk aversion may have bottomed and is primed for a spike.

China / Technology

China Technology Sector: Repercussions of US-China Tech War
July 09, 2019
China Technology Sector: Repercussions of US-China Tech War

Loss in value along Huawei’s value chain expected to trigger capacity under-utilisation of relevant sub-segments and components.

Singapore / Real Estate

Singapore REITs: MAS mulls higher gearing limits
July 03, 2019
Singapore REITs: MAS mulls higher gearing limits

MAS proposal to increase gearing limit for S-REITs could bode well for sector and help S-REITs fund value accretive acquisitions.

Asia / Energy

Regional Energy: Issues in regional renewables markets
July 02, 2019
Regional Energy: Issues in regional renewables markets

While investments in renewable energy capacity is on the rise in most Asia-Pacific markets, is it all smooth sailing?

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs
June 21, 2019
Global ETF Strategy: Geopolitics and Gold, Oil ETFs

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Asia / Equities

Asia Equity Strategy: Asia markets supported by Fed’s insu...
June 14, 2019
Asia Equity Strategy: Asia markets supported by Fed’s insurance cut

While the notion that Fed rate cuts tend to support the equity market is true, we believe the types of rate cuts need to be differentiated as equity markets respond differently.

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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Indonesia / Rates

Indonesia : Rate cuts in the horizon
July 17, 2019
Indonesia : Rate cuts in the horizon

Conditions are aligned for Bank Indonesia to embark on an easing cycle, with a cut likely to come as soon as Thursday. We think that BI could cut by 25bps in 2019 and 50bps in 2020.

India / Growth

India: External borrowing to fund budget; good or bad?
July 17, 2019
India: External borrowing to fund budget; good or bad?

The absence of fresh pro-consumption measures in the Budget surprised, but investments received a push via foreign capital.

China / Trade, Growth

China: Slowing growth along with signs of stabilization
July 16, 2019
China: Slowing growth along with signs of stabilization

Real GDP growth eased to 6.2% in 2Q19 from 6.4% YoY in 1Q19

South Korea / FX, Rates

BOK cut coming; Fed cannot weaken USD
July 17, 2019
BOK cut coming; Fed cannot weaken USD

The Bank of Korea will pave the ground for a rate cut in August. Fed cut expectations have not offset the weaknesses in its largest components, the euro and the British pound.

Asia / Rates

Asian bonds in demand: catalysts and upside
July 17, 2019
Asian bonds in demand: catalysts and upside

With much of Developed Markets bonds sinking deeper into negative yields territory, global investors could increase allocations to higher and positive-yielding Asian government bonds.

Singapore / Rates

SGD rates: The liquidity conundrum
July 16, 2019
SGD rates: The liquidity conundrum

SGD liquidity is tight, but not as tight as in June.

Market Movers

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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

Asia / Insights

Stay ahead with DBS Asian Insights
January 01, 2014
Stay ahead with DBS Asian Insights

With a hundred-strong team of economists and analysts across Asia, you can rely on our unparalleled on-the-ground knowledge to keep you in step with the latest economic activity, government policy, m...

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.

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