Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Global / Economics & Strategy

Research Library

March 22, 2019
Research Library

Economics and Macro Strategy

Asia / GDP

Weekly: Global economy gets a helping hand from the Fed and...

March 22, 2019
Weekly: Global economy gets a helping hand from the Fed and China

Financial conditions are back to where they were during the exuberant days of Aug/Sept last year, thanks to yield compression and surge in equities, helped by a dovish Fed and stimulus from China.

US / Rates

Fed’s dovish tilt and market implications

March 21, 2019
Fed’s dovish tilt and market implications

US FOMC has taken one more step toward signalling an end to rates normalisation. We think the Fed’s implicit signal is that it over the near term it may well take a relaxed view about inflation

Hong Kong / Real Estate

HK Property Monthly Chart Book: Mainlander flood Tsim Sha T...

March 14, 2019
HK Property Monthly Chart Book: Mainlander flood Tsim Sha Tsui

Establishment of Express Rail Link revitalised shoppers traffic into Tsim Sha Tsui from Shenzhen and Guangzhou at the expense of foot traffic to Causeway Bay.

Thailand / Financials

Thailand Banks: Key takeaways from analyst meeting: TMB and...

February 28, 2019
Thailand Banks: Key takeaways from analyst meeting: TMB and TBANK merger deal

Five party merger of Thai banks set to benefit all involved including unlocking TCAP’s value to realise higher profits from transferred businesses.

China / Real Estate

China Property Weekly Digest: Guidelines for the developmen...

February 20, 2019
China Property Weekly Digest: Guidelines for the development of Greater Bay Area unveiled

Office plays and developers with sizeable exposure to the Greater Bay Area (GBA) set to benefit from strong potential of the economic region.

China / Equities

Strategist Weekly: All-round boost

March 06, 2019
Strategist Weekly: All-round boost

Chinese government announces GDP growth target at 6-6.5% with accompanying stimulus measures as the country recorded the slowest pace in GDP growth last year since 1990.

Asia / Equities

Regional Market Focus: ASEAN reflation

February 27, 2019
Regional Market Focus: ASEAN reflation

ASEAN continues with respective domestic reflation policies despite challenging global environment.

China / Equities

Strategist Weekly: Spotlight on MSCI A-shares decision

February 27, 2019
Strategist Weekly: Spotlight on MSCI A-shares decision

Ongoing rally in the Chinese stock market expected on the back of additional MSCI A-shares inclusion and regulatory relaxation on margin financing.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
China / Economics

Shanghai trip notes: Weak demand; improving liquidity

March 14, 2019
Shanghai trip notes: Weak demand; improving liquidity

The top client questions were on trade war, exchange rates, and impact of fiscal/monetary policy on growth outlook.

Singapore / Rates

SGD rates: Time to outperform

March 12, 2019
SGD rates: Time to outperform

SGD rates outperformance ahead.

India / Economics

Video: India’s Economies and Markets Around Elections

March 05, 2019
Video: India’s Economies and Markets Around Elections

In this video,Taimur Baig, DBS Chief Economist, interviews our India economist, Radhika Rao, on how various aspects of the Indian economy and markets tend to behave around elections.

Global / FX

Macro Strategy

March 22, 2019
Macro Strategy

GBP overwhelmed by Brexit drama; continued tailwind for Asian Credit

Global / GDP

Chart of the Week: Fed vs Markets

March 18, 2019
Chart of the Week: Fed vs Markets

Fed rate pause is expected to continue at Thursday’s decision. New dot plots bear watching.

Global / GDP

Chart of the Week: US dollar still in vogue, SWIFT data sug...

March 11, 2019
Chart of the Week: US dollar still in vogue, SWIFT data suggests

Sifting through the recent data on the share of payments of major currencies through SWIFT, we make a few observations.

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Developed Markets / Equities

US stocks end day lower despite dovish Fed turn

March 21, 2019
US stocks end day lower despite dovish Fed turn

US equities enjoyed a brief recovery, before fading again on Wednesday (20 March), after the Federal Reserve signalled it would not raise rates this year, saying economic growth has slowed.

Asia / Equities

Asia stocks have a jittery, sideways trading day

March 21, 2019
Asia stocks have a jittery, sideways trading day

It is a jittery, sideways trading day for equities across Asia amid yet another bump in the road in ongoing trade talks.

Global / Currencies

The pound falls to one-week low as UK seeks to delay exit f...

March 21, 2019
The pound falls to one-week low as UK seeks to delay exit from EU

The pound fell to a one-week low after UK Prime Minister Theresa May confirmed she would only seek a three-month delay to the Brexit deadline and reports suggested the European Union (EU) may not sup...

Global / Perspectives

Adopt barbell strategy for outperformance

March 08, 2019
Adopt barbell strategy for outperformance

Our analysis shows that this has resulted in strong outperformance during past periods of elevated market volatility.

Global / Perspectives

Ask CIO: What do the NPC and CPPCC meetings mean for China ...

March 07, 2019
Ask CIO: What do the NPC and CPPCC meetings mean for China equities?

The outcome is market positive; we reiterate our constructive stance on China equities (initiated in 4Q18).

Global / Perspectives

China A-shares: Positive tailwinds

February 26, 2019
China A-shares: Positive tailwinds

A-shares have a unique and disproportionate exposure to domestic sector companies.

Featured Publications

Asia / Basic Materials

DBS Asian Insights SparX: Copper

October 08, 2018
DBS Asian Insights SparX: Copper

As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.

Global / Oil and Gas

2030 Energy Mix: Marching Towards A Cleaner Future

August 20, 2018
2030 Energy Mix: Marching Towards A Cleaner Future

We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.

Global / Equities

DBS Asian Insights Conference 2018 Jubilee Edition

August 16, 2018
DBS Asian Insights Conference 2018 Jubilee Edition

Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.