Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Hong Kong / GDP,Export,Retail

Hong Kong: Longest recession ever

July 30, 2020
Hong Kong: Longest recession ever

Real GDP growth came in at -9.0% YoY in 2Q, almost as weak as the -9.1% in 1Q.

Global / Economics & Strategy

Research Library

July 30, 2020
Research Library

Economics and Macro Strategy

India / GDP, Rates

India: Pandemic to take a deeper economic bite

July 22, 2020
India: Pandemic to take a deeper economic bite

Total number of cases in India surpassed the 1mn mark in mid-July. India is the third worst affected country in the world apart from the US and Brazil.

Asia / Energy

How COVID-19 is providing a chance for change

July 20, 2020
How COVID-19 is providing a chance for change

We believe the COVID-19 hard reset could prove to be the catalyst for oil majors to pump more capital into renewables to transition beyond petroleum.

Asia / Information Tech

Who will win in Asean’s cut-throat e-commerce space?

July 14, 2020
Who will win in Asean’s cut-throat e-commerce space?

E-commerce sales in Asean are expected to reach US$153bn by 2025, from US$38.2bn in 2019. Given the competitive arena, we outline what will give players an edge.

Asia / Energy

Oil price optimism is back

June 03, 2020
Oil price optimism is back

We have raised our 2020 oil price forecast as we see demand trends improving with the gradual re-opening of economies worldwide in May.

Singapore / Equities

Thai Monthly Strategy: Multiple headwinds

March 04, 2020
Thai Monthly Strategy: Multiple headwinds

Rising political risks, slowing economy and Covid-19 led uncertainties caused SET to tumble 15% year to date, severely underperforming regional peers.

Hong Kong / Equities

Hong Kong Market Strategy: Approaching the turning point

February 19, 2020
Hong Kong Market Strategy: Approaching the turning point

Oversold sectors expected to outperform as the global economy moves to recovery stage as new confirmed Covid-19 cases drop steadily.

Thailand / Equities

Thai Strategy Update: Turning into safe mode

January 23, 2020
Thai Strategy Update: Turning into safe mode

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
India / Rates,Banks

India: RBI preview and financial sector health

July 30, 2020
India: RBI preview and financial sector health

Beyond inflation dynamics, safeguarding financial sector health is a priority.

China / AIC

2020 Asian Insights Conference Notes #3: Climate change and...

July 30, 2020
2020 Asian Insights Conference Notes #3: Climate change and the great reset

Key takeaways and transcript of the 2020 Asia Leadership dialogue with Al Gore on “Climate Change and the Great Reset”

Global / AIC

2020 Asian Insights Conference Notes #2: China-US friction ...

July 29, 2020
2020 Asian Insights Conference Notes #2: China-US friction to the fore

We summarise the key takeaways from the DBS Asian Insights conference 2020 session on “Geopolitics to the fore,” held on July 23.

Global / Rates,Credit,FX

Macro Strategy: Our thoughts after the FOMC

July 30, 2020
Macro Strategy: Our thoughts after the FOMC

FOMC signals more worries ahead.

Global / FX

FX Daily: “Short USD, long EUR” has become a complacency tr...

July 30, 2020
FX Daily: “Short USD, long EUR” has become a complacency trade

EUR will find it harder to outperform again in August.

Global / FX

FX Daily: USD selling stalled

July 29, 2020
FX Daily: USD selling stalled

Better to keep to relative value when pushing the USD lower.

Market Movers

  • Daily Digest
  • Daily Digest
Global / Wealth Dailies

Stocks jostle with economic fallout from virus

February 19, 2020
Stocks jostle with economic fallout from virus

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

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There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Strategy

There were no matching records found for category Markets and subcategory Strategy

There were no matching records found for category Markets and subcategory Strategy

Think

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.