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Global / Economics & Strategy

Research Library

January 18, 2019
Research Library

Economics and Macro Strategy

Asia / GDP

Widespread trade slowdown

January 18, 2019
Widespread trade slowdown

Asian exports have begun to follow the earlier PMI declines. Further weakness is in the pipeline, in our view. But swings in exports are common, with the last soft patch coming as recently as 2016.

Indonesia / FX

Indonesia: Likely end of BI tightening cycle

January 18, 2019
Indonesia: Likely end of BI tightening cycle

Bank Indonesia left 7DDR unchanged at 6% yesterday on the back of stable inflation expectation and stronger Rupiah.

Hong Kong / Real Estate

HK Property: Local developers dominated land market

January 14, 2019
HK Property: Local developers dominated land market

Local developers snapped up land sold by the Hong Kong government for residential or commercial use as China-based developers become less active in land banking in the city.

Asia / Technology

Pivot or Perish: Ecosystem, the emerging business model

January 10, 2019
Pivot or Perish: Ecosystem, the emerging business model

Large players in industries with the ability to collect and analyse data at distinct advantage to leverage developments in Customer Data Platform (CDP) for successful cross selling.

Singapore / Real Estate

Singapore Property: Will the early birds get the worms?

January 08, 2019
Singapore Property: Will the early birds get the worms?

Property launches started shortly after the New Year in view of strong launch pipeline scheduled for 2019.

Global / Equities

Weekly Global ETF Commentary

November 27, 2018
Weekly Global ETF Commentary

US-listed ETFs showed inflows of $7.1 billion. Equities received $4.2 billion as fixed income had an inflow of $2.9 billion and international equities gained $2.3 billion.

Global / Equities

Weekly Global ETF Commentary

November 19, 2018
Weekly Global ETF Commentary

US-listed ETFs had inflows of $5.5 billion with equities receiving $6.0 billion whereas fixed income had outflows of $1.4 billion.

Global / Equities

Weekly Global ETF Commentary

November 12, 2018
Weekly Global ETF Commentary

US-listed ETFs had an inflow of $13.7 billion with equities posting inflows of $6.9 billion while fixed income drew in $7.0 billion.

Economics Daily

  • Asia
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Asia / Credit

Top-10 investment strategies for 2019: #8

January 18, 2019
Top-10 investment strategies for 2019: #8

#8 India govvies curve to steepen.

Asia / Credit

Top-10 investment strategies for 2019: #7

January 17, 2019
Top-10 investment strategies for 2019: #7

#7 We like short-dated Chinese BBs for carry.

Asia / FX

Top-10 investment strategies for 2019: #6

January 16, 2019
Top-10 investment strategies for 2019: #6

#6 Short AUD

Global / Equities

Macro Strategy

January 18, 2019
Macro Strategy

Opportunities in HG sub-debt & Chinese infrastructure companies

Global / GDP

Chart of the Week: Trade war is yet to go the US way

January 14, 2019
Chart of the Week: Trade war is yet to go the US way

Chinese imports from the US have plunged lately, while exports have held up quite well.

US / Rates

Top-10 investment strategies for 2019: #1

January 09, 2019
Top-10 investment strategies for 2019: #1

#1 Bet on more rate hikes by the Fed

Market Movers

  • Daily Digest
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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.