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Global / Economics & Strategy

Research Library

July 23, 2019
Research Library

Economics and Macro Strategy

Global / Rates

Forthcoming Fed rate cuts; what’s the trade?

July 22, 2019
Forthcoming Fed rate cuts; what’s the trade?

We examine what it would take before the Fed cuts rates.

Hong Kong / Growth

Hong Kong chartbook: Asset prices resilient to economic slo...

July 19, 2019
Hong Kong chartbook: Asset prices resilient to economic slowdown

Asset markets remained resilient despite deteriorating fundaments.

Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

China / Real Estate

China Property Sector: Valuation to break YTD peak level

July 18, 2019
China Property Sector: Valuation to break YTD peak level

Mortgage lending to remain supportive given potential for RRR cut and banks’ willingness to increase their mortgage loan exposure. Our top picks are Times, Aoyuan, Logan and Yuexiu.

China / Real Estate

China REIT sector: The tide is high

July 18, 2019
China REIT sector: The tide is high

Warehouse and office assets are very likely to be included in the first batch of C-REITs, given their defensive nature and rising investor interest.

China / Equities

Monthly Market Pulse: Don’t let your guard down

July 09, 2019
Monthly Market Pulse: Don’t let your guard down

Earnings risk remain a key concern as overall environment of uncertainty caused companies to scale down investments. Investors advised to stay with defensive sectors.

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs

June 21, 2019
Global ETF Strategy: Geopolitics and Gold, Oil ETFs

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Asia / Equities

Asia Equity Strategy: Asia markets supported by Fed’s insu...

June 14, 2019
Asia Equity Strategy:  Asia markets supported by Fed’s insurance cut

While the notion that Fed rate cuts tend to support the equity market is true, we believe the types of rate cuts need to be differentiated as equity markets respond differently.

Economics Daily

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

Chart of the Week: Hibor and USD/HKD will remain stable

July 22, 2019
Chart of the Week: Hibor and USD/HKD will remain stable

There will be less motivation for the Hong Kong Monetary Authority (HKMA) to intervene the market. We expect Prime Rates to stay at current level in 2019.

Asia / Monetary, Rates

Weekly: Asian central banks on the move

July 19, 2019
Weekly: Asian central banks on the move

Rate cuts from Bank of Korea and Bank Indonesia this week add to the policy easing narrative in Asia. We expect the Monetary Authority of Singapore to join the fray later this year.

Europe / Monetary

Eurozone: Not a matter of if but when and how policy eases

July 19, 2019
Eurozone: Not a matter of if but when and how policy eases

Policy narrative amongst the developed markets’ central banks has turned on its head in the past 6-8 months.

Europe / FX, Rates

GBP waiting to be pounded; Indian yields consolidate

July 23, 2019
GBP waiting to be pounded; Indian yields consolidate

GBP in for more pounding; India govvie rally on pause

Asia / FX, Rates

EUR breaks below 1.12 on a more dovish ECB vs Fed

July 22, 2019
EUR breaks below 1.12 on a more dovish ECB vs Fed

The ECB strikes a more dovish note than the Fed. 50bps Fed cut is unlikely

Asia / FX, Rates

KRW outlook; Further Asia easing ahead

July 19, 2019
KRW outlook; Further Asia easing ahead

The IDR has room to strengthen vs the KRW. Asia central banks are going to ease further.

Market Movers

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

Tech shares lead gains among US stocks

July 23, 2019
Tech shares lead gains among US stocks

Investors will be eyeing earnings this week

Global / Currencies

The Canadian dollar rally likely has legs

July 23, 2019
The Canadian dollar rally likely has legs

It is already the best-performing major currency this year

Asia / Equities

China property bonds’ sunny days may be ending

July 23, 2019
China property bonds’ sunny days may be ending

Notes sold by home builders topped 10 other sectors in Asia in the first half

Global / Perspectives

The quest for positive yields

July 18, 2019
The quest for positive yields

Equities remain the only game in town; investors should look at dividend-yielding equities as alternatives to bonds.

Global / Perspectives

Are we at the end of the equity cycle?

July 12, 2019
Are we at the end of the equity cycle?

This is no ordinary cycle; Market rally is backed by fundamentals.

Global / Perspectives

Seek “good” returns for a better world

May 17, 2019
Seek “good” returns for a better world

We favour ESG funds that are both growth and income-oriented, as part of the barbell strategy.

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.