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

Global / Economics

Kopi time with Taimur Baig podcast E21...

July 14, 2020

IFC’s Vivek Pathak on investing in East Asia.

Key summary points
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    Macro Insights

    India’s Economies and Markets Around Elections

    March 05, 2019

    Industry

    Asia / Information Tech

    Who will win in Asean’s cut-throat e-commerce space?

    July 14, 2020
    Asia

    E-commerce sales in Asean are expected to reach US$153bn by 2025, from US$38.2bn in 2019. Given the competitive arena, we outline what will give players an edge.

    China / Materials

    Demand for materials to pick up further in China

    July 13, 2020
    China

    We expect overall material consumption from downstream sectors to remain upbeat, especially as we move closer to China’s National Day in October.

    Equity Strategies

    Hong Kong / Equities

    Surging past uncertainties...

    July 10, 2020

    Despite the uncertainties, Hong Kong’s stock market continues to outperform. Given the strong gains, we think it is ripe for a pullback. Find out what will trigger this.

    Key summary points
    • Strong recent gains concentrated in the internet, e-commerce and A-share related segments
    • Concerns over National Security Law on HK has not fazed the market given support from China
    • Geopolitical risks the most likely negative trigger
    • 12-month HSI target revised up to 28,600 on improved risk appetite

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