Insights and Analysis

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

Research Library

July 23, 2018
Research Library

Economics and Macro Strategy

Asia / GDP

Weekly: Trade war worries put America First

July 20, 2018
Weekly: Trade war worries put America First

Trade war worries have, ironically, put America First. The economic outlook, both public and private expectations, has skewed in favour of the US vs Eurozone and Asia

Europe / GDP

No rush for ECB to normalise policy

July 19, 2018
No rush for ECB to normalise policy

Inherent inflation/growth momentum is likely to persuade the ECB to cease QE purchases come December. But the outlook will be cautious, keeping the ECB data dependent thereafter.

Asia / Consumer

Asia 2030: Live More, Work Less

July 11, 2018
Asia 2030: Live More, Work Less

Working hours are falling across the developed world even as incomes rise. In 2030, we believe the two sectors that will benefit the most will be tourism and discretionary consumption.

China / Real Estate

Asia Mega Cities in 2030: Rising stars lie in China

July 10, 2018
Asia Mega Cities in 2030: Rising stars lie in China

We believe China will house eight mega cities by 2030. In 2030, our analysis suggests that Shanghai and Shenzhen will replace Hong Kong to become the largest Grade A office markets.

Singapore / Transport

Singapore Land Transport: Competition unlikely to intensify

July 06, 2018
Singapore Land Transport: Competition unlikely to intensify

The CCCS is inviting public feedback on the proposed remedies. The closing date for the public consultation submission is 19 July 2018.

China / Equities

Top Ideas: 18 July 2018

July 18, 2018
Top Ideas: 18 July 2018

For more on our Top Ideas’ performances, please check out the PDF.

Global / Equities

Weekly Global ETF Commentary

July 16, 2018
Weekly Global ETF Commentary

U.S.-listed ETFs posted weekly inflows of $8,533.68 million, bringing its YTD inflows to $131.15 billion. The U.S. ETF marketplace closed at $3,585.10 billion in total AUM.

China / Equities

Another round of tariffs on Chinese goods

July 11, 2018
Another round of tariffs on Chinese goods

The full list of the goods can be found in the PDF.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
China / GDP

China: Growth momentum to slow

July 17, 2018
China: Growth momentum to slow

China’s economic growth slowed slightly to 6.7% YoY in 2Q18. Further Reserved Required Ratio cut are expected amid weakened domestic and external demand. Expect the CNY to remain under pressure

Hong Kong / GDP

Hong Kong chart book - Near-term risks intensifying

July 03, 2018
Hong Kong chart book - Near-term risks intensifying

A strong upturn in 1Q18 notwithstanding, near-term risks have intensified.

China / GDP

China chart book - Stocks enter bear territory

July 03, 2018
China chart book - Stocks enter bear territory

Chinese stocks entered a bear market in June. The slide was largely attributed to liquidity shortage, bond default, and the escalating trade spat with Washington.

Global / GDP

This Week: Trade hostilities to weigh

July 23, 2018
This Week: Trade hostilities to weigh

Hong Kong’s exports and Singapore’s industrial production probably decelerated in June. South Korea’s 2Q GDP is expected to be solid (3.0% YoY).

Global / Rates

Macro Strategy

July 23, 2018
Macro Strategy

Trump's comment on Fed is just noise

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Market Movers

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

China markets end the week on a stronger footing

July 23, 2018
China markets end the week on a stronger footing

Yuan reverses an early slump after the central bank weakens the daily currency fixing

Global / Currencies

Mnuchin eases currency war fears

July 23, 2018
Mnuchin eases currency war fears

Flailing euro unlikely to find any succour from ECB meeting

Developed Markets / Equities

Theresa May accused of “naked power grab”

July 23, 2018
Theresa May accused of “naked power grab”

UK Supreme Court to rule if First Minister Sturgeon’s bid to control Brexit is constitutional

US / CIO Insights

CIO Insight

July 04, 2018
CIO Insight

Trade war – From rhetoric to reality?

Global / Outlook

3Q18: Steer Through Rough Seas

June 20, 2018
3Q18: Steer Through Rough Seas

DBS Chief Investment Officer Hou Wey Fook shares how to navigate markets in 3Q18

Global / CIO Perspectives

CIO Perspectives

May 30, 2018
CIO Perspectives

Italy weighs on Europe’s outlook – Stay Underweight

Featured Publications

Asia / Technology

Internet of Things: The Pillar of Artificial Intelligence

June 25, 2018
Internet of Things: The Pillar of Artificial Intelligence

Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...