Insights and Analysis

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  • Economics
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China / Interest Rate

China: Credit related policy to contain market risks

January 06, 2021
China: Credit related policy to contain market risks

From a coal miner to a top chipmaker, recent bond defaults by state-owned enterprises have caught the market off guard.

Global / Economics & Strategy

DBS Macro Insights Livestream: Tuesday, January 12, 4PM

January 06, 2021
DBS Macro Insights Livestream: Tuesday, January 12, 4PM

Shape of Q420 and Q121

Global / Economics & Strategy

Research Library

January 06, 2021
Research Library

Economics and Macro Strategy

Singapore / Real Estate

The rise of modern logistics in emerging Asean

December 09, 2020
The rise of modern logistics in emerging Asean

As consumption increases and e-commerce grows in Asean, the demand for modern supply chain and logistics space is growing exponentially. Which nations are poised to ride this wave?

Asia / Industrials

Modern Logistics: Focus on Technology and Agility

November 30, 2020
Modern Logistics: Focus on Technology and Agility

The market for modern logistics in Asia is growing with the proliferation of e-commerce and shifts in supply chain strategies due to trade tensions and COVID-19.

Thailand / Consumer,Healthcare

Challenges facing Thailand’s tourism sector

November 12, 2020
Challenges facing Thailand’s tourism sector

Thailand is among the top 10 most visited destinations in the world. But all that changed with the COVID-19 outbreak. How can it sustain its pole position in the post-pandemic era?

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020
2020 Asian Insights Conference Notes #10: Finding Profitable Solutions to Problems of People & Plane

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
India / Inflation

India: Counting on vaccine, eye on inflation

January 06, 2021
India: Counting on vaccine, eye on inflation

Since hitting the peak of the COVID-19 infection curve in mid-Sep20 with a daily increase in cases of 90-95k, fresh daily cases have dropped to sub-20k by early 2021.

Singapore / Growth,FX

Singapore: Hopeful end to a bitter year

January 04, 2021
Singapore: Hopeful end to a bitter year

Advance GDP figures for 4Q20 came in better than expected, with -3.8% YoY and +2.1% QoQ saar for the final quarter of the year.

US / Rates

Macro Insights Weekly: Asset valuation versus returns

December 14, 2020
Macro Insights Weekly: Asset valuation versus returns

Record low interest rates, ample liquidity, and soaring asset prices characterise a world beset with pandemic and structural headwinds. But what about forthcoming returns?

Global / Rates,FX

Macro Strategy: Asian rates forge ahead; FX and US rates

January 06, 2021
Macro Strategy: Asian rates forge ahead; FX and US rates

Reflation hopes vs US inflation expectations.

Global / FX,Rates

FX Daily: Watch that US long bond yield

January 06, 2021
FX Daily: Watch that US long bond yield

Keep an eye on US inflation expectations.

Global / FX,Rates

FX Daily: Soft start

January 05, 2021
FX Daily: Soft start

Correction after a disappointing start.

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

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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.