Insights and Analysis

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  • Economics
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Japan / Fiscal, Rates

G3 rates outlook for 2020: Part 3 (Japan)

January 23, 2020
G3 rates outlook for 2020: Part 3 (Japan)

Japan has already embarked on modest fiscal easing. There is room to do more over the next couple of years.

Global / Economics & Strategy

Research Library

January 22, 2020
Research Library

Economics and Macro Strategy

Europe / Fiscal, Rate

G3 rates outlook for 2020: Part 2 (Eurozone)

January 22, 2020
G3 rates outlook for 2020: Part 2 (Eurozone)

With monetary policy exhausted, a modest fiscal tilt becomes inevitable.

China / Infrastructure

China Infrastructure sector: Opportunities present in chall...

January 21, 2020
China Infrastructure sector: Opportunities present in challenging times

Infrastructure investment set to be key tool for economic stimulus for China’s economy in 2020.

China / Real Estate

China Property Sector: A stable path ahead in 2020

January 20, 2020
China Property Sector: A stable path ahead in 2020

Decent upside expected from China’s property sector on the back of widely anticipated easing policy and good annual results from developers in 2019.

China / Consumer

China Home Appliance Sector: A smart leap

January 20, 2020
China Home Appliance Sector: A smart leap

What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.

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.

Asia / Equities

Regional Equity Strategy: Better Growth Dynamics

January 06, 2020
Regional Equity Strategy: Better Growth Dynamics

Regional equities should carve out a better year ahead as US-China trade tensions ease, monetary policies stay accommodative and focus turns to fiscal support.

China / Equities

Monthly Market Pulse: Off to a good start

January 06, 2020
Monthly Market Pulse: Off to a good start

Partial trade deal between US and China, coupled with buzzling activity on the HK Stock Exchange, rekindles risk appetite for investors.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Asia / Growth, Rates

Weekly: Pandemic alert

January 24, 2020
Weekly: Pandemic alert

This week’s market developments were typical of a budding pandemic scare.

Global / Growth

Chart of the Week: The march of US renewable energy

January 21, 2020
Chart of the Week: The march of US renewable energy

While a large part of US energy is still coming from petroleum, the role of highly polluting coal has diminished over the years.

China / Growth

China: A mild recovery in sight

January 20, 2020
China: A mild recovery in sight

Real GDP growth stabilized at 6.0% in 4Q19 and brought full-year growth to 6.1% in 2019.

Global / FX, Rates

ECB policy meeting; US curve flattening (again)

January 24, 2020
ECB policy meeting; US curve flattening (again)

ECB starts year-long strategic review. US curve could swing back to steepening.

Global / FX, Rates

Risk aversion around coronavirus; Bank Negara surprise cut

January 23, 2020
Risk aversion around coronavirus; Bank Negara surprise cut

PBOC's policy stance will likely stay supportive to fulfil policy and growth targets. BNM cut could be seen as an insurance cut.

Global / Credit, Rates

The SARS playbook; HK's credit rating downgrade

January 22, 2020
The SARS playbook; HK's credit rating downgrade

We look at how the markets react through the SARS episode. We expect limited impact from HK’s credit rating downgrade.

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Developed Markets / Equities

Italy and Greece lag in Europe equity race

January 24, 2020
Italy and Greece lag in Europe equity race

Many countries hit by the Euro Area debt crisis find it hard to recover

Global / Currencies

SNB leaves door open to policy easing

January 24, 2020
SNB leaves door open to policy easing

The franc is at a three-year high vs the euro

Asia / Equities

China stocks see worst end to lunar year on record

January 24, 2020
China stocks see worst end to lunar year on record

Investors offload stocks on concern a deadly virus will worsen over the week-long trading break

Global / Perspectives

Review of CIO calls in 2019

January 13, 2020
Review of CIO calls in 2019

The investment portfolio that tracks the DBS CIO Barbell Strategy has appreciated 7.1% since its launch on 28 August 2019.

Global / Perspectives

Not all Decembers are the same

December 03, 2019
Not all Decembers are the same

As central banks return to monetary easing, we expect risk assets to be supported.

Global / Perspectives

Central banks are turning on the stimulus tap

November 27, 2019
Central banks are turning on the stimulus tap

Stay pro-risk and stick to “quality” stocks; our “Quality Play” theme has registered strong outperformance since our initiation.

Featured Publications

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.