Insights and Analysis

In-depth and broad analysis of major developments in Asia's economic activity, policy, equity, property and currency markets and what they mean for our clients.

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DBS BusinessCare: 2290 8068

Economics

Japan / Fiscal, Rates

G3 rates outlook for 2020: Part 3 (Japan)...

January 23, 2020

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

Key summary points
  • Japan has already announced a small-scale stimulus
  • There is no appetite for further monetary easing
  • More substantial stimulus is possible in the next couple of years
  • The BOJ is unlikely to deviate from its ±0.2% 10Y yield target

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There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

China / Infrastructure

China Infrastructure sector: Opportunities present in chall...

January 21, 2020
China

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

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

Equity Strategies

Thailand / Equities

Thai Strategy Update: Turning into safe mode...

January 23, 2020

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Key summary points
  • So far, 2019 results have mostly been disappointing
  • Pollution and coronavirus hurting the tourism sector during peak season
  • Validity of Budget Bill in doubt over voting error
  • Series of negative news could cap near term upside

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There were no dcr path found

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