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Global / Economics & Strategy

Research Library

July 16, 2019
Research Library

Economics and Macro Strategy

India / Growth

Understanding India: Time is RIPE

July 01, 2019
Understanding India: Time is RIPE

India currently enjoys an ideal mix of political stability, a credible central bank, and a reform-centric focus. Time is ‘RIPE’ for growth to climb out of the current slowdown.

Global / Growth

DBS Monthly – Searching for a breather

June 28, 2019
DBS Monthly – Searching for a breather

Market participants are keen to find some room to breathe, but recent movement in gold and oil shows that risk aversion may have bottomed and is primed for a spike.

China / Real Estate

China Property Sector: 1H19 results preview: On track to ac...

July 15, 2019
China Property Sector: 1H19 results preview: On track to achieve full year growth

Listed developers feedbacked their unwillingness to revise up targets in lieu of market uncertainties. Our top picks are Times, Aoyuan, Logan and Yuexiu.

China / Consumer

China education sector: Marketing takeaways: Catalysts need...

July 11, 2019
China education sector: Marketing takeaways: Catalysts needed for upside movements

China education sector seeing steady growth and remains defensive towards potential trade tensions and economic slowdowns. Our top pick is China Education Group. \n.

China / Real Estate

China Property Weekly Digest: Slower presales in July as ex...

July 10, 2019
China Property Weekly Digest: Slower presales in July as expected

Suspension on property trusts may provide land banking opportunities for quality developers. We think Shimao and China SCE are good beta plays.

China / Equities

Monthly Market Pulse: Don’t let your guard down

July 09, 2019
Monthly Market Pulse: Don’t let your guard down

Earnings risk remain a key concern as overall environment of uncertainty caused companies to scale down investments. Investors advised to stay with defensive sectors.

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs

June 21, 2019
Global ETF Strategy: Geopolitics and Gold, Oil ETFs

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Asia / Equities

Asia Equity Strategy: Asia markets supported by Fed’s insu...

June 14, 2019
Asia Equity Strategy:  Asia markets supported by Fed’s insurance cut

While the notion that Fed rate cuts tend to support the equity market is true, we believe the types of rate cuts need to be differentiated as equity markets respond differently.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / Trade, Growth

China: Slowing growth along with signs of stabilization

July 16, 2019
China: Slowing growth along with signs of stabilization

Real GDP growth eased to 6.2% in 2Q19 from 6.4% YoY in 1Q19

Singapore / Growth

Downgrading Singapore’s growth forecast

July 15, 2019
Downgrading Singapore’s growth forecast

We have lowered our full year GDP growth forecast for 2019 to 0.7% on the back of the latest set of exceptionally poor GDP data.

US / Monetary, Rates

Chart of the Week: US growth data don’t justify deflation f...

July 15, 2019
Chart of the Week: US growth data don’t justify deflation fears

Federal Reserve Chairman Jay Powell may be secure in his job by constitutional mandate, he nevertheless seems to be doing the bidding for US president Trump.

Singapore / Rates

SGD rates: The liquidity conundrum

July 16, 2019
SGD rates: The liquidity conundrum

SGD liquidity is tight, but not as tight as in June.

India / Rates

Are Indian bonds too expensive and Chinese bonds a bargain?

July 16, 2019
Are Indian bonds too expensive and Chinese bonds a bargain?

Prospects of offshore Indian sovereign bonds announced. Chinese govvies are one of the laggards this year.

Global / FX, Equities

Fed Chair affirms market doves; mildly constructive US equi...

July 12, 2019
Fed Chair affirms market doves; mildly constructive US equity sentiments

The Fed has affirmed the dovishness discounted by markets. The USD has proven resilient with attention turning to the rest of the world. We remain mild constructive on US equities.

Market Movers

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

Tech rally lifts US stocks to record

July 16, 2019
Tech rally lifts US stocks to record

The gains outweigh losses in energy and financials.

Asia / Equities

Philippine stocks enter a bull market

July 16, 2019
Philippine stocks enter a bull market

Tailwinds come from stronger corporate earnings, cooling inflation, and continued monetary stimulus

Global / Currencies

The carry trade on Israeli shekel could cool

July 16, 2019
The carry trade on Israeli shekel could cool

Israeli inflation plummets below target range, putting rate hike at risk

Global / Perspectives

Are we at the end of the equity cycle?

July 12, 2019
Are we at the end of the equity cycle?

This is no ordinary cycle; Market rally is backed by fundamentals.

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.

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.