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Insights and Analysis

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Global / Economics & Strategy

Research Library
June 20, 2019
Research Library

Economics and Macro Strategy

India / Monetary

India’s monetary policy to do much of the heavy lifting
June 20, 2019
India’s monetary policy to do much of the heavy lifting

Growth numbers out late-May confirmed concerns over a cyclical slowdown last year. Incoming data sets FY20 for a subdued start. Growth headwinds swiftly turn attention to the likely policy response.

Taiwan / Growth

Taiwan chart book: Trade war’s costs and silver lining
June 17, 2019
Taiwan chart book: Trade war’s costs and silver lining

Industrial activities extended weakness in May and consumer confidence plunged. But exports to the US picked up, and investment applications from the offshore Taiwanese firms started to increase.

Asia / Financials

China Banking Sector: Who needs capital?
June 13, 2019
China Banking Sector: Who needs capital?

Our analysts ran stress tests on Chinese banks under there different scenarios and evaluated potential capital shortfall on implementing CCyB and TLAC.

China / Real Estate

HK Property Monthly Chart Book: Flexible space gaining grou...
June 13, 2019
HK Property Monthly Chart Book: Flexible space gaining ground

Co-working space operators continue to push up demand for office space with WeWork, theDesk, CEO Suite and Victory Offices all snapping up square footage in prime areas.

China / Consumer

China Food & Beverage Sector: Takeaways from Swire Coca-Col...
May 29, 2019
China Food & Beverage Sector: Takeaways from Swire Coca-Cola Capital Markets Day

Our analysts attended the Swire Coca-Cola Capital Markets Day and shared their key takeaways on the company’s China bottling operations.

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.

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.

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
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Global / Monetary

Chart of the Week: Buffers to defend HKD
June 17, 2019
Chart of the Week: Buffers to defend HKD

Recent movements in HIBOR already show that the cost of defending the currency will have to be borne by higher interest rates, as selling of USD by HKMA is unlikely to be a sufficient tool.

Global / Monetary

Weekly: Hong Kong under spotlight
June 14, 2019
Weekly: Hong Kong under spotlight

Regardless of the outcome of the ongoing political strife, Hong Kong dollar’s peg to the USD is under scrutiny.

China / Trade

China: Economic dataflow to weaken further
June 12, 2019
China: Economic dataflow to weaken further

Worsening business condition will weigh on equity market performance.

US / Rates

Fed poised to cut, but only with much more soft data
June 20, 2019
Fed poised to cut, but only with much more soft data

Although the next cut is likely to be defended as an insurance against below-target inflation, that evidence is nowhere close to being compelling.

US / FX, Rates

Fed signals flexibility; rising odds of Indonesia and Phili...
June 20, 2019
Fed signals flexibility; rising odds of Indonesia and Philippines easing

The Fed signals flexibility on policy on increased uncertainties. This should drive Asia central banks to ease, benefitting govvies and rates in the process. The BOJ and CBC are likely to be in wait-...

US / FX, Rates

Dovish ECB, Fed next; Trump-Xi to meet at G20; Indonesia & ...
June 19, 2019
Dovish ECB, Fed next; Trump-Xi to meet at G20; Indonesia & Philippines eye easing

The ECB has opened the door for easing. All eyes are on the Fed next. Trump-Xi to meet at G20 sparking optimism in the markets. Indonesia and Philippines may take the opportunity to cut rates.

Market Movers

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  • Daily Digest
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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

Asia / Insights

Stay ahead with DBS Asian Insights
January 01, 2014
Stay ahead with DBS Asian Insights

With a hundred-strong team of economists and analysts across Asia, you can rely on our unparalleled on-the-ground knowledge to keep you in step with the latest economic activity, government policy, m...

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.

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