MarketMovers

DBS Chief Investment Office

Insights and analysis on what's driving global financial markets to help you make informed investment decisions.
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Singapore Monthly Strategy: Deepening cuts, improving macros
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Singapore
Equities
Indonesia
Equities
Malaysia
Equities
Thailand
Equities

Regional Market Focus: ASEAN reflation
Equities

Industry Focus: Industry-Specific Insights
Economics

China rates and credit: Unearthing value
Economics

Monthly: Slowing growth; buoyant markets
Economics

Chart of the Week: Asian property prices
Economics

Economics & Macro Strategy
Insights

Video: Nowcasting the GDP of China, India and Singapore
Insights

Macro Strategy
Insights

Monthly: Trade war, oil, and the Fed; 1-2-3 punches
Insights

Country Focus: Country-Specific Insights

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Call Us: 1800 209 4555

Get In Touch

Call Us: 1800 209 4555

Insights and Analysis

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Global / Economics & Strategy

Research Library
May 24, 2019
Research Library

Economics and Macro Strategy

China / Trade

China chart book - Shadow of an escalating trade war
May 22, 2019
China chart book - Shadow of an escalating trade war

Trade war’s impact will be unevenly distributed in local China. Disruption is expected to be more pronounced in the coastal regions that rely heavily on trade.

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.

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 / Monetary

Weekly: Rising Asian FX volatility and vulnerability
May 24, 2019
Weekly: Rising Asian FX volatility and vulnerability

Trade war is intensifying and broadening, and regional currencies are facing the brunt of the rise in uncertainty and downside risks.

India / Politics

Decisive win for India’s ruling coalition
May 23, 2019
Decisive win for India’s ruling coalition

Staying on for a second term with an emphatic majority underscores policy continuity and stable political environment for the next five years.

Europe / Politics

Eurozone: Politics over economics
May 22, 2019
Eurozone: Politics over economics

The European parliamentary elections are due between May 23 to 26th. Eurosceptic parties are expected to expand their footprint, which will put austerity and integration policies at risk.

Global / Rates, FX, Equities

Downside risks in focus
May 24, 2019
Downside risks in focus

Euro and pound beset by political uncertainties

Global / FX, Rates

India assets awaiting election outcome; Indo govvies look u...
May 23, 2019
India assets awaiting election outcome; Indo govvies look undervalued

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Southeast Asia / FX

Drivers of a weak SGD and THB outlook
May 22, 2019
Drivers of a weak SGD and THB outlook

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Market Movers

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  • Daily Digest
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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.

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