Insights and Analysis

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Global / Economics & Strategy

Research Library

January 24, 2019
Research Library

Economics and Macro Strategy

Thailand / GDP

Thailand: Trade and growth jitters

January 24, 2019
Thailand: Trade and growth jitters

Thailand’s trade balance narrowed sharply in 2018.

India / GDP

India: Easing inflation – macro positive, micro concern

January 21, 2019
India: Easing inflation – macro positive, micro concern

India’s inflation has eased to the lower end of the RBI’s target range of 2-6%

Hong Kong / Real Estate

HK Property: Local developers dominated land market

January 14, 2019
HK Property: Local developers dominated land market

Local developers snapped up land sold by the Hong Kong government for residential or commercial use as China-based developers become less active in land banking in the city.

Asia / Technology

Pivot or Perish: Ecosystem, the emerging business model

January 10, 2019
Pivot or Perish: Ecosystem, the emerging business model

Large players in industries with the ability to collect and analyse data at distinct advantage to leverage developments in Customer Data Platform (CDP) for successful cross selling.

Singapore / Real Estate

Singapore Property: Will the early birds get the worms?

January 08, 2019
Singapore Property: Will the early birds get the worms?

Property launches started shortly after the New Year in view of strong launch pipeline scheduled for 2019.

Global / Equities

Weekly Global ETF Commentary

November 27, 2018
Weekly Global ETF Commentary

US-listed ETFs showed inflows of $7.1 billion. Equities received $4.2 billion as fixed income had an inflow of $2.9 billion and international equities gained $2.3 billion.

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.

Economics Daily

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Singapore / Equities

Top-10 investment strategies for 2019: #10

January 22, 2019
Top-10 investment strategies for 2019: #10

#10 Long S-REITS as a defensive play.

China / FX

Top-10 investment strategies for 2019: #9

January 21, 2019
Top-10 investment strategies for 2019: #9

#9 Short CNY

China / Economics

China: Growth continues to slow

January 21, 2019
China: Growth continues to slow

China’s real GDP growth fell further to 6.4% YoY in 4Q18 from 6.5% in 3Q18 as expected.

Global / FX

Macro Strategy

January 24, 2019
Macro Strategy

EUR/GBP approaching profit-taking levels; MGS looks cheap

Global / GDP

Chart of the Week: Tech cycle weakness adds to regional tra...

January 21, 2019
Chart of the Week: Tech cycle weakness adds to regional trade woes

Part of the weakness in regional trade owes to a tech-driven downturn.

Global / GDP

Chart of the Week: Trade war is yet to go the US way

January 14, 2019
Chart of the Week: Trade war is yet to go the US way

Chinese imports from the US have plunged lately, while exports have held up quite well.

Market Movers

  • Daily Digest
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  • Daily Digest
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Global / Currencies

Iran central banker sees stable rial

January 23, 2019
Iran central banker sees stable rial

Economic warning signs flash from Chinese trade talks to the US housing market

Asia / Equities

Singapore plans to focus on health, infrastructure

January 23, 2019
Singapore plans to focus on health, infrastructure

“We are not done building Singapore,” the country’s finance minister says

Developed Markets / Equities

US stocks cannot shake trade pessimism

January 23, 2019
US stocks cannot shake trade pessimism

A global slowdown and the US government shutdown are also spooking investors

Global / Perspectives

Review of CIO calls in 2018

January 09, 2019
Review of CIO calls in 2018

2018 had extreme volatility; our overall investment strategy generated notable relative outperformance for the year.

Global / Perspectives

China strikes first in 2019 with RRR cut

January 07, 2019
China strikes first in 2019 with RRR cut

We reaffirm our Overweight call on China Financials.

Global / Perspectives

Winter is not coming – yet

December 05, 2018
Winter is not coming – yet

Investors should adopt a “barbell strategy” for portfolio resilience.

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.