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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Get in Touch

DBS BusinessCare: 2290 8068

Economics

China / Currency

Understanding China: RMB internationalisation 2.0...

January 22, 2021

Present conditions offer Beijing a window to revive its RMB internationalisation process.

Key summary points
  • The development of RMB internationalisation has been modest
  • Economic outperformance and a strengthening RMB are favourable for the convertibility of yuan
  • RCEP will benefit Beijing’s promotion of yuan settlement
  • Net FDI and current account surplus strengthen China’s resilience against external vulnerabilities
  • Investors can take advantage of a growing range of investment products that focus on the yuan

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There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

China / Financials

China Insurance Sector: Nascent signs of recovery

January 22, 2021
China

We have raised China insurers’ target prices by 4-37% on improving outlook and favourable bond yield trend. Find out who are our top picks.

China / Consumer

China Home Appliance Sector: Undergoing transformation

January 22, 2021
China

China’s home appliance retail market could grow by 6.4% y-o-y in FY21F to RMB896bn, at a scale on par with pre-COVID level.

Equity Strategies

Hong Kong / Equities

Hong Kong 2021 Strategy: Getting back on track...

January 05, 2021

As vaccine developments ease fears, the rise in global risk appetite bodes well for the underperforming Hong Kong market.

Key summary points
  • Post-COVID-19 earnings recovery could spring a positive surprise in 2021
  • Rise in global risk appetite bodes well for the underperforming Hong Kong market
  • Undervalued cyclical recovery plays are more attractive now
  • But regulatory concerns could continue to drag new economy names
  • Our 12-month HSI target is 29,300 and represents 11.2x FY22F earnings

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There were no dcr path found

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