Header

Segment

Header DCR

templatedata/MMContent/Header/data/privatebanking/en/default.xml

Organization DCR

templatedata/MMContent/Organization/data/privatebanking/organization.xml

Header Select Value

Help Support Value

Default

English

Chinese

HeroCarousel

Carousel DCR

templatedata/FLPContent/HeroCarousel/data/aics-herocarousel-banner-HK.xml

CIO Insights 1Q26

Equities to Watch

Here are your #ideas2invest

Navigation

Page contains funds search?

Navigation DCR

templatedata/Research/Navigation/data/research-pb/en/TL_MainNavigation.xml

replicant

optionLabel

optionValue

If you change DCR Path, Click Apply and Refresh to populate the updated options

3rd Level Navigation

Secondary Navigation

templatedata/Research/Navigation/data/research-pb/en/TL_SubNavigation.xml

Footer

Footer DCR

templatedata/MMContent/Footer/data/privatebanking/en/home_footer.xml

GlobalFooter DCR

templatedata/MMContent/GlobalFooter/data/privatebanking/en/default.xml

©Copyright. DBS Bank (Hong Kong) Limited 星展銀行 (香港) 有限公司

HeadInjection

keywords

TileContent

View More label

View More URL

/private-banking/aics/archive/index.page?assets=Equities

Pinned Articles

templatedata/Research/PinnedArticle/data/en/research/cbg-hongkong/pin_is_es_mu.xml

templatedata/Research/TaggingAIRule/data/research-pb/en/TL_IS_ES_MU.xml

Tile Filter

Two Row View

Single Row View

markets

Market Updates


Sustained growth on e-commerce momentum. Despite the International Monetary Fund's (IMF) revised projection of a slowdown in global trade (in goods) growth to 2.0% in 2026F, the global express logist...

Singapore Equities: Strong Finish, Solid Start


Following a robust real GDP expansion of 4.8% in 2025, we expect the Singapore economy to demonstrate measured resilience in 2026, growing at its potential rate of 1.8%. Corporate earnings should con...


Tactical correction unlocks opportunities. Korea equities reached a new high on 3 Nov, delivering the strongest YTD performance of 76% among global markets. This outperformance was driven by diminish...

Korea Equities: Growth, Reform, and Resilience

With the S&amp;P 500 facing elevated valuations and high concentration risk, it is time to seek resilience via quality plays. While there isn&rsquo;t a full-blown AI bubble yet, investors should ride ...

US Equities 1Q26 | The Return to Quality


The commercial aerospace sector remains well positioned for growth into 2026 despite tariff noise. The demand backdrop remains constructive: global air traffic is expected to grow at around 4% in 202...

Global Aerospace: Cruising Through Turbulence into 2026


Inflation remains sticky. US overall inflation edged up to 3.0% y/y in Sep 2025, with urban food and beverage inflation following at similar trend. After tariff escalations in Apr 2025, when US tarif...

Global Hypermarts: Sticky Inflation Reinforces Grocery Outperformance


Rising hyperscalers capex signals success of AI pilots. After years of heavy AI capex, US hyperscalers are delivering robust growth in their cloud revenue, either meeting or exceeding street expectat...

AI Monetisation Amid Declining Free Cash Flow.


Valuations of S-REITs remain undemanding despite recent rally. S-REITs have risen c.12.5% YTD, supported by easing cost pressures and improving fundamentals. However, we believe valuations remain rea...

CIO Insights 1Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

Singapore Equities: Strong Finish, Solid Start

Singapore Equities: Strong Finish, Solid Start

Korea Equities: Growth, Reform, and Resilience

US Equities 1Q26 | The Return to Quality

Global Aerospace: Cruising Through Turbulence into 2026

Global Hypermarts: Sticky Inflation Reinforces Grocery Outperformance

AI Monetisation Amid Declining Free Cash Flow.

Singapore REITs: Declining Benchmark Rates a Tailwind for S-REITs

About Us

Quick Links

Talk to our Staff

Others

Need help?

Markets