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Global / Economics & Strategy

Research Library

March 19, 2019
Research Library

Economics and Macro Strategy

Thailand / FX

Thailand: THB seasonality to flip

March 18, 2019
Thailand: THB seasonality to flip

2Q could be challenging for the THB. We maintain our underperformance view.

Asia / GDP

Weekly: No to no-deal Brexit

March 15, 2019
Weekly: No to no-deal Brexit

After this week’s developments, markets have been pricing in either a soft-Brexit with some delay or perhaps even no Brexit.

Hong Kong / Real Estate

HK Property Monthly Chart Book: Mainlander flood Tsim Sha T...

March 14, 2019
HK Property Monthly Chart Book: Mainlander flood Tsim Sha Tsui

Establishment of Express Rail Link revitalised shoppers traffic into Tsim Sha Tsui from Shenzhen and Guangzhou at the expense of foot traffic to Causeway Bay.

Thailand / Financials

Thailand Banks: Key takeaways from analyst meeting: TMB and...

February 28, 2019
Thailand Banks: Key takeaways from analyst meeting: TMB and TBANK merger deal

Five party merger of Thai banks set to benefit all involved including unlocking TCAP’s value to realise higher profits from transferred businesses.

China / Real Estate

China Property Weekly Digest: Guidelines for the developmen...

February 20, 2019
China Property Weekly Digest: Guidelines for the development of Greater Bay Area unveiled

Office plays and developers with sizeable exposure to the Greater Bay Area (GBA) set to benefit from strong potential of the economic region.

China / Equities

Strategist Weekly: All-round boost

March 06, 2019
Strategist Weekly: All-round boost

Chinese government announces GDP growth target at 6-6.5% with accompanying stimulus measures as the country recorded the slowest pace in GDP growth last year since 1990.

Asia / Equities

Regional Market Focus: ASEAN reflation

February 27, 2019
Regional Market Focus: ASEAN reflation

ASEAN continues with respective domestic reflation policies despite challenging global environment.

China / Equities

Strategist Weekly: Spotlight on MSCI A-shares decision

February 27, 2019
Strategist Weekly: Spotlight on MSCI A-shares decision

Ongoing rally in the Chinese stock market expected on the back of additional MSCI A-shares inclusion and regulatory relaxation on margin financing.

Economics Daily

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China / Economics

Shanghai trip notes: Weak demand; improving liquidity

March 14, 2019
Shanghai trip notes: Weak demand; improving liquidity

The top client questions were on trade war, exchange rates, and impact of fiscal/monetary policy on growth outlook.

Singapore / Rates

SGD rates: Time to outperform

March 12, 2019
SGD rates: Time to outperform

SGD rates outperformance ahead.

India / Economics

Video: India’s Economies and Markets Around Elections

March 05, 2019
Video: India’s Economies and Markets Around Elections

In this video,Taimur Baig, DBS Chief Economist, interviews our India economist, Radhika Rao, on how various aspects of the Indian economy and markets tend to behave around elections.

Global / Rates

Macro Strategy

March 19, 2019
Macro Strategy

RBI's swap measure buoys sentiments; BSP's easing bias

Global / GDP

Chart of the Week: Fed vs Markets

March 18, 2019
Chart of the Week: Fed vs Markets

Fed rate pause is expected to continue at Thursday’s decision. New dot plots bear watching.

Global / GDP

Chart of the Week: US dollar still in vogue, SWIFT data sug...

March 11, 2019
Chart of the Week: US dollar still in vogue, SWIFT data suggests

Sifting through the recent data on the share of payments of major currencies through SWIFT, we make a few observations.

Market Movers

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  • Daily Digest
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Developed Markets / Equities

Europe equities are among the hottest things now

March 15, 2019
Europe equities are among the hottest things now

The outperformance of the region’s stocks has been fairly consistent over the past six weeks

Global / Currencies

Argentina looks to keep the appeal of the peso

March 15, 2019
Argentina looks to keep the appeal of the peso

The nation will tighten monetary policy as inflation spikes again

Asia / Equities

The rally in China’s small-cap stocks is unravelling

March 15, 2019
The rally in China’s small-cap stocks is unravelling

It is amid signs that officials are attempting to prevent a bubble from forming

Global / Perspectives

Adopt barbell strategy for outperformance

March 08, 2019
Adopt barbell strategy for outperformance

Our analysis shows that this has resulted in strong outperformance during past periods of elevated market volatility.

Global / Perspectives

Ask CIO: What do the NPC and CPPCC meetings mean for China ...

March 07, 2019
Ask CIO: What do the NPC and CPPCC meetings mean for China equities?

The outcome is market positive; we reiterate our constructive stance on China equities (initiated in 4Q18).

Global / Perspectives

China A-shares: Positive tailwinds

February 26, 2019
China A-shares: Positive tailwinds

A-shares have a unique and disproportionate exposure to domestic sector companies.

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.