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    CIO Insights 4Q26

    Resilience Rewarded

    Equities to Watch

    In-depth and latest analyses on individual company stocks across Hong Kong marke

    Here are your #ideas2invest

    Latest market news coupled with clear next steps for you to invest

    • Investment Strategy
    • Economics
    • Sectors & Thematics
    • Equities to Watch
    • DBS View
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    • CIO Asset Allocation
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    CIO Asset Allocation

    Not in Need of a New Story

    Gold has been under pressure from inflation and rate worries this year. Gold has faced persistent tactical pressure as inflation and rate risks have intensified. The first major sell-off came in Janu...

    Global Gas and LNG Plays


    Alternatives 3Q26 – Finding Shelter


    Asset Allocation 3Q26 | War, Inflation & Capex


    Gold: Remain Long-term Constructive


    Equity Strategy

    Innovative Drug Sector: Cancer Vaccine Breakthrough

    Cancer vaccine sees breakthrough. On 19 Aug 2026, Moderna and Merck announced positive results from the Phase 3 INTerpath-001 trial which evaluated Intismeran, which is a personalised mRNA-based ther...

    Apple’s DUO Fuels the Next Component Upcycle


    US Equities: Earnings Strength Supersedes Rising Yields


    Global Tech: AI “Pacing” is Not a Pause


    Global Restaurants: Digital-first Resilience


    Fixed Income Strategy

    Credit Strategy: 10Y UST at 5%. What Next?

    When will the pain end? It’s been nothing but bad news for bonds in 2026. Not only did we get an unexpected — but highly inflation-inducing — war in the Middle East, we also had eye...

    Credit Strategy: Land of the Rising Yields II


    Credit Strategy: Operation Untwist


    Global Credit 3Q26 | The Cost of Conflict


    Credit Strategy: Navigating the Warsh Era


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