Insights and Analysis

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Global / Economics & Strategy

Research Library

May 24, 2019
Research Library

Economics and Macro Strategy

China / Trade

China chart book - Shadow of an escalating trade war

May 22, 2019
China chart book - Shadow of an escalating trade war

Trade war’s impact will be unevenly distributed in local China. Disruption is expected to be more pronounced in the coastal regions that rely heavily on trade.

India / Rates

What’s driving India’s debt markets?

May 17, 2019
What’s driving India’s debt markets?

Election-related uncertainty and a liquidity shortage that began last year are keeping debt investors on tenterhooks. India’s bonds also face demand-supply constraints this year.

Hong Kong / Real Estate

HK Property Monthly Chart Book: Hotels on growth mode

April 15, 2019
HK Property Monthly Chart Book: Hotels on growth mode

Hotel occupancy in Hong Kong continues to rise despite growth in room supplies as visitation numbers from Mainland Chinese tourist show no signs of abating.

Singapore / Real Estate

Singapore Property: More measured approach

March 29, 2019
Singapore Property: More measured approach

Recent bids by developers for Sims Drive and Middle Road sites suggest expectations for moderate price appreciation with buffers of more than 10% to recent transacted prices.

China / Transport

China Auto Sector: Lower subsidy on new energy vehicles

March 27, 2019
China Auto Sector: Lower subsidy on new energy vehicles

Profitability of automakers potentially affected with new subsidy scheme rolled out by Chinese government to encourage innovation amongst local manufacturers.

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.

Singapore / Equities

Singapore offers plenty of diversification

April 24, 2019
Singapore offers plenty of diversification

Investing using Straits Times Index and Singapore government bond ETFs will provide the exposure; yield seeking investors can opt for S-REITS and Singapore Investment Grade Corporate Bond ETFs.

Indonesia / Equities

Market Strategy: Re-rating on Jokowi’s win

April 18, 2019
Market Strategy: Re-rating on Jokowi’s win

Jokowi expected to emerge victorious based on preliminary quick vote counts, and is set to serve as Indonesia’s President for a second term.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Monetary

Weekly: Rising Asian FX volatility and vulnerability

May 24, 2019
Weekly: Rising Asian FX volatility and vulnerability

Trade war is intensifying and broadening, and regional currencies are facing the brunt of the rise in uncertainty and downside risks.

India / Politics

Decisive win for India’s ruling coalition

May 23, 2019
Decisive win for India’s ruling coalition

Staying on for a second term with an emphatic majority underscores policy continuity and stable political environment for the next five years.

Europe / Politics

Eurozone: Politics over economics

May 22, 2019
Eurozone: Politics over economics

The European parliamentary elections are due between May 23 to 26th. Eurosceptic parties are expected to expand their footprint, which will put austerity and integration policies at risk.

Global / Rates, FX, Equities

Downside risks in focus

May 24, 2019
Downside risks in focus

Euro and pound beset by political uncertainties

Southeast Asia / FX

Drivers of a weak SGD and THB outlook

May 22, 2019
Drivers of a weak SGD and THB outlook

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Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Asia / Equities

May is proving painful for EM investors

May 24, 2019
May is proving painful for EM investors

Three of their tech favourites have taken a beating due to the China-US impasse

Developed Markets / Equities

Risky assets remain under pressure

May 24, 2019
Risky assets remain under pressure

The world’s two largest economies harden their trade-war stance

Global / Currencies

China draws line in sand for yuan

May 24, 2019
China draws line in sand for yuan

The People’s Bank of China has seen enough depreciation

Global / Perspectives

Seek “good” returns for a better world

May 17, 2019
Seek “good” returns for a better world

We favour ESG funds that are both growth and income-oriented, as part of the barbell strategy.

Global / Perspectives

How will the trade war affect S&P 500 earnings?

May 15, 2019
How will the trade war affect S&P 500 earnings?

The re-awakening of market volatility underscores the importance of a "portfolio approach" to investing.

Global / Perspectives

Ask CIO: Can China ride the trade-war storm?

May 10, 2019
Ask CIO: Can China ride the trade-war storm?

"Tug of War" market to stay as the US-China trade conflict has morphed into a fight for global strategic and technological dominance. Such structural issues will take a longer time to resolve.

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.