Insights and Analysis

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  • Economics
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Global / Economics

Kopi time with Taimur Baig podcast E21

July 14, 2020
Kopi time with Taimur Baig podcast E21

IFC’s Vivek Pathak on investing in East Asia.

Thailand / GDP, Rates

Thailand: Growth to hit a higher speedbump

July 13, 2020
Thailand: Growth to hit a higher speedbump

Thailand is likely to hit a higher speedbump this year even as the infection curve is in control.

Singapore / Growth, Fiscal

Singapore: Election effect on policies

July 13, 2020
Singapore: Election effect on policies

The ruling PAP government returned to power with a narrower margin. The relatively weaker mandate could see some recalibration in policies ahead.

Asia / Information Tech

Who will win in Asean’s cut-throat e-commerce space?

July 14, 2020
Who will win in Asean’s cut-throat e-commerce space?

E-commerce sales in Asean are expected to reach US$153bn by 2025, from US$38.2bn in 2019. Given the competitive arena, we outline what will give players an edge.

China / Materials

Demand for materials to pick up further in China

July 13, 2020
Demand for materials to pick up further in China

We expect overall material consumption from downstream sectors to remain upbeat, especially as we move closer to China’s National Day in October.

Hong Kong / Real Estate

Solid residential demand in Hong Kong

July 09, 2020
Solid residential demand in Hong Kong

With solid demand from first-time buyers and a favourable interest rate environment, the outlook of the residential market could be more positive than previously anticipated.

Hong Kong / Equities

Surging past uncertainties

July 10, 2020
Surging past uncertainties

Despite the uncertainties, Hong Kong’s stock market continues to outperform. Given the strong gains, we think it is ripe for a pullback. Find out what will trigger this.

Hong Kong / Equities

Navigating a raging storm

June 05, 2020
Navigating a raging storm

We expect China-US tensions, which is set to rise ahead of the US presidential election, will add to the volatility in the Hong Kong market in the months ahead.

Hong Kong / Equities

National Security Law in the spotlight

May 25, 2020
National Security Law in the spotlight

Uncertainty in HK’s outlook returns on news of the new law. But we do not think that all HK-listed stocks will fare badly.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / GDP,trade

China: Halting progress in phase-one deal with US

July 14, 2020
China: Halting progress in phase-one deal with US

China's politically sensitive monthly trade surplus with the US widened further to USD29.4bn in June.

Singapore / GDP

Singapore: The economy has bottomed out

July 14, 2020
Singapore: The economy has bottomed out

Second quarter marks the bottom of the current cycle. Growth is expected to improve from hereon.

Global / Growth

Macro Insights Weekly: Singapore’s pandemic elections

July 13, 2020
Macro Insights Weekly: Singapore’s pandemic elections

In an historic general election, ruling People’s Action Party remained in power by securing a super majority of 83 seats in the 93-seat parliament elections, garnering 61% of the total vote.

Global / FX,Rates

Macro Strategy: FX stress returns; China govvies watch

July 14, 2020
Macro Strategy: FX stress returns; China govvies watch

FX momentum undermined by US equities; China’s bonds are still attractive longer term.

Global / FX

FX Daily: Suddenly, the worries return

July 14, 2020
FX Daily: Suddenly, the worries return

Biases softened for AUD and EUR within their ranges.

Indonesia / Interest Rate

IDR Rates: Time to catch up

July 09, 2020
IDR Rates: Time to catch up

Indonesia government bonds have room to catch up in the coming months.

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Global / Currencies

Hong Kong’s resilient dollar looks shaky

July 14, 2020
Hong Kong’s resilient dollar looks shaky

Traders are watching for any outflow amid worsening US-China tensions

Developed Markets / Equities

US stocks decline after reaching COVID crash high

July 14, 2020
US stocks decline after reaching COVID crash high

The S&P 500 Index briefly touched its highest level since the March 2020 pandemic crash

Asia / Equities

China’s power to consume is still sapped

July 14, 2020
China’s power to consume is still sapped

The recovery in China shows the limit of any economic revival amid COVID-19

Global / Perspectives

Ask CIO: What keeps investors awake at night?

July 09, 2020
Ask CIO: What keeps investors awake at night?

The DBS Chief Investment Office has received numerous investment queries after the publication of our 3Q20 CIO Insights – Resilient in the Storm. Listed below are our replies to the questions f...

Global / Perspectives

Sector selection and the V-shaped rebound

July 01, 2020
Sector selection and the V-shaped rebound

We like sector “Leaders” that exhibit characteristics of defensive cash flows and balance sheets.

Global / Perspectives

Navigating the interplay between rising COVID-19 cases and ...

June 30, 2020
Navigating the interplay between rising COVID-19 cases and improving mobility trends

Markets will continue to track the “second derivative” of mobility, macro, and earnings data in 2H; stay invested in post-pandemic winners

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.