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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.
China Infrastructure sec...
Infrastructure investment set to be key tool for economic stimulus for China’s economy in 2020.
Read MoreChina Property Sector: A...
Decent upside expected from China’s property sector on the back of widely anticipated easing policy and good annual results from developers in 2019.
Read MoreChina Home Appliance Sec...
What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.
Read More
Get in Touch
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Economics
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
Read more reports
There were no dcr path found
Macro Insights
India’s Economies and Markets Around Elections
March 05, 2019
Industry
China Infrastructure sector: Opportunities present in chall...
January 21, 2020
Infrastructure investment set to be key tool for economic stimulus for China’s economy in 2020.
China Property Sector: A stable path ahead in 2020
January 20, 2020
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
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
Read more reports
There were no dcr path found
Discover All
- Economics
- Industry
- Equities
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G3 rates outlook for 2020: Part 2 (Eurozone)
January 22, 2020
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Research Library
January 22, 2020
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G3 rates outlook for 2020: Part 1 (US)
January 21, 2020
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Ten Economics Themes for 2020
January 20, 2020
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India Budget Preview: Loosening the purse
January 15, 2020
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Thailand: Stabilisation at moderate levels
January 14, 2020
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Top-10 macro investment strategies for 1H2020
January 13, 2020
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Currency fair values: What’s cheap and what’s DEER?
January 08, 2020
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DBS Annual Chartbook: 2020 in 72 charts
December 09, 2019
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