Insights and Analysis

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Philippines / Rates

Philippines: Further policy rate hike is likely

November 21, 2018
Philippines: Further policy rate hike is likely

Stubborn inflation prompted BSP to raise the policy rate by 25bps to 4.75% in mid-November.

Global / Economics & Strategy

Research Library

November 21, 2018
Research Library

Economics and Macro Strategy

Thailand / GDP

Thailand: Slow 3Q growth challenges hawkish BOT

November 20, 2018
Thailand: Slow 3Q growth challenges hawkish BOT

Growth slowed more than expected in 3Q.

Malaysia / Basic Materials

Luncheon Talk: Malaysia's Palm Oil industry in the post-GE1...

November 14, 2018
Luncheon Talk: Malaysia's Palm Oil industry in the post-GE14 era

Alliance Investment Bank hosted a luncheon session discussing the Malaysian palm oil industry with keynote speaker YB Teresa Kok, followed by a panel discussion and Q&A session.

Singapore / Real Estate

SG Property: Buyers spoilt for choice

November 07, 2018
SG Property: Buyers spoilt for choice

Three property developments launched for sale will hit the market in November 2018. Depending on further take-up rates, we believe that CDL could start raising prices in the medium term.

Asia / Commodities

ID CPO: Tight Supply to Help Prices

October 31, 2018
ID CPO: Tight Supply to Help Prices

On the back of growing demand but limited structural output expansion potential, we see a long-term upside risk to our forecast for CPO prices.

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.

Asia / Equities

Fair for now, but downside portends

November 09, 2018
Fair for now, but downside portends

The trade war between the US and China has been the focus for Asia. In our view, relief rally post mid-term elections overhang could at most normalise this discount.

Economics Daily

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Hong Kong / GDP

Hong Kong: Looking beyond the typhoon

November 20, 2018
Hong Kong: Looking beyond the typhoon

The Hong Kong economy has been hit by a super typhoon and Sino-US trade tensions.

Hong Kong / GDP

Hong Kong chart book - Increasing external headwinds

November 19, 2018
Hong Kong chart book - Increasing external headwinds

Real GDP growth has slowed to 2.9% YoY in 3Q18 from its robust 4% performance in 1H18. Economic activities halted during super typhoon in September.

China / GDP

China chart book - Slowing growth and weakening sentiments

November 13, 2018
China chart book - Slowing growth and weakening sentiments

China’s exports data in October surprised to the upsside, likely reflecting continued shipment frontloading and strong US demand.

Global / Rates

Macro Strategy

November 21, 2018
Macro Strategy

SGS duration's fading appeal; tech selloff to hurt Asian FX

Global / GDP

Chart of the Week: China’s weakening monetary policy transm...

November 19, 2018
Chart of the Week: China’s weakening monetary policy transmission

The PBOC’s monetary policy have not accomplished much yet. The authorities would need to take much greater easing measures than would have been warranted just a few years ago.

Global / GDP

Chart of the Week: PMIs show persistent growth divergence

November 12, 2018
Chart of the Week: PMIs show persistent growth divergence

The striking gap between US manufacturing confidence and the rest continues to persist.

Market Movers

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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.