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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 Steel Sector: Conc...
Upside in valuation expected for China steel sector amid improving profitability and balance sheet. Our top picks are BaoSteel and AnSteel.
Read MoreChina Property Sector: R...
Relaxing existing restrictive policies, including potential credit loosening, could benefit China’s property sector, amidst slowing presales growth.
Read MoreChina Infrastructure Sec...
Potential reduction in Reserve Requirement Ratio (RRR) by the Chinese government points to better days ahead for the country’s infrastructure sector.
Read More
Get in Touch
DBS BusinessCare: 2290 8068
Economics
Malaysia Chartbook: Slow growth, weak inflation...
June 25, 2019
Growth has continued to slow while inflation has been weaker than expected. This makes for a dovish monetary policy stance ahead.
Key summary points
- Overall GDP growth is expected to moderate to 4.5% in 2019, from 4.7% in 2018
- External headwinds have picked up amid the trade war and electronics down-cycle
- Weak domestic sentiments have translated to an uncertain investment outlook
- We have lowered 2019 inflation forecast to 0.9%
- Bank Negara remains on easing bias. We expect another 25bps rate cut in 4Q19
Read more reports
There were no dcr path found
Macro Insights
India’s Economies and Markets Around Elections
March 05, 2019
Industry
China Steel Sector: Concerns over steel margins amid low do...
June 19, 2019
Upside in valuation expected for China steel sector amid improving profitability and balance sheet. Our top picks are BaoSteel and AnSteel.
China Property Sector: Ride on supportive policies
June 17, 2019
Relaxing existing restrictive policies, including potential credit loosening, could benefit China’s property sector, amidst slowing presales growth.
Equity Strategies
Global ETF Strategy: Geopolitics and Gold, Oil ETFs...
June 21, 2019
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.
Key summary points
- Rising Middle East tensions to take oil and gold prices higher
- Implications of currency war and monetary easing interesting for gold market in 2H19
- Supply risks in oil are being underestimated in our view
- Consider direct exposure to gold and oil ETFs, as well as gold miners and silver ETFs
Read more reports
There were no dcr path found
Discover All
- Economics
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Research Library
June 24, 2019
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India’s monetary policy to do much of the heavy lifting
June 20, 2019
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Taiwan chart book: Trade war’s costs and silver lining
June 17, 2019
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Understanding China - China-US Relationship: Self-interest ...
June 06, 2019
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Singapore Chartbook: Down but not out
June 03, 2019
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A Global Macro Risk Dashboard
May 29, 2019
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Understanding Vietnam: The rising star
May 28, 2019
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Taiwan more vulnerable to tech war than South Korea
May 27, 2019
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China chart book - Shadow of an escalating trade war
May 22, 2019
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