MarketMovers

2Q18: Mind the Bends
MarketMovers

2018: The Bull Ain't Done
MarketMovers

US debt ceiling, tax reform take centre stage
MarketMovers

Risk assets: Shaken, but not stirred
Insights

Hong Kong chart book - Feeling the pain
Insights

Macro Strategy
Insights

Hong Kong Hotels: Time to Check In
Insights

Divestments and M&As to Accelerate in 2018
Economics

G3 Rates: The BOJ turns relevant
Economics

Singapore and Malaysia: Lower inflation
Economics

Indonesia chart book – Consumption trumps weak trade
Economics

Economics & Macro Strategy
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Global / Economics & Strategy

Research Library
August 21, 2018
Research Library

Economics and Macro Strategy

China / GDP

Understanding China: BRI in Southeast Asia – Beyond infrast...
August 20, 2018
Understanding China: BRI in Southeast Asia – Beyond infrastructure

We examine the dimensions beyond infrastructure of the Belt and Road Initiative (BRI).

Asia / GDP

Weekly: China’s global deflationary impulse
August 17, 2018
Weekly: China’s global deflationary impulse

Despite strong growth and a tight labour market in the US, a demand rebound in Europe, and still-robust global trade, inflation expectations are flat or declining. We think China is the reason.

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.

Singapore / Real Estate

SG Property: Two property giants to conquer Sengkang
August 17, 2018
SG Property: Two property giants to conquer Sengkang

CapitaLand/City Dev JV lands the Sengkang Central mixed development site with a winning spread of 14% over the second highest bidder and 28% over the lowest bidder.

China / Consumer

China Edu: Regulation updates – Stay calm and proceed with ...
August 13, 2018
China Edu: Regulation updates – Stay calm and proceed with caution

A Draft for Review published last week caused share prices to fall. We believe that the negative impact is limited and based this mostly on our understanding of the government’s revision.

Global / Equities

Weekly Global ETF Commentary
August 20, 2018
Weekly Global ETF Commentary

Amid a plunging Turkey Lira and soaring dollar, global stock market ETF indices were down with iShares Emerging Markets (EEM) being the worst performer.

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.

Global / Equities

Weekly Global ETF Commentary
August 13, 2018
Weekly Global ETF Commentary

Global ETFs stock market indices were down for the week except for the tech laden Power QQQ.

Economics Daily

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Singapore / GDP

Singapore chart book – Speed bump ahead
August 21, 2018
Singapore chart book – Speed bump ahead

GDP growth in 2H18 will likely ease to below 2%, given an exceptionally high base in 2H17 as well as rising headwinds on the external front.

India / GDP

India chart book – Growth is back, so is volatility
August 20, 2018
India chart book – Growth is back, so is volatility

Contagion worries from the US-Turkey sabre-rattling hurt the EM currencies. India’s FY19 growth trajectory should be viewed in two halves – strong 1H before momentum tapers.

China / Economics

Trade wars taking a toll on China; expect more policy suppo...
August 14, 2018
Trade wars taking a toll on China; expect more policy support

July’s data is likely to prompt more policy support. “Unclogging” the transmission mechanism is crucial.

Global / Rates

Macro Strategy
August 20, 2018
Macro Strategy

Trump tantrums

Global / GDP

Chart of the Week: DMFX to outperform EMFX
August 20, 2018
Chart of the Week: DMFX to outperform EMFX

Three Asian countries will report CPI data this week. Taiwan’s export orders and industrial production will rebound. Yet, downside risk remains.

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

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Asia / Equities

Most Asia benchmarks rise
May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day
May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed
May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

Global / Insights

US debt ceiling, tax reform take centre stage
August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil
August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred
August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

4Q17: Stay in the game
October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Global / Outlook

3Q17: Desperately seeking value
June 27, 2017
3Q17: Desperately seeking value

Neither feast nor famine - that is the frustrating outlook for global equities

Global / Equities

The markets needed a correction; they will get it
May 19, 2017
The markets needed a correction; they will get it

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Featured Publications

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.

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.

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