Insights and Analysis

In-depth and broad analysis of major developments in Asia's economic activity, policy, equity, property and currency markets and what they mean for our clients.

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Get in touch

DBS BusinessCare: 400 821 8881

Economics

Japan / Fiscal, Rates

G3 rates outlook for 2020: Part 3 (Japan)...

January 23, 2020

Japan has already embarked on modest fiscal easing. There is room to do more over the next couple of years.

Key summary points
  • Japan has already announced a small-scale stimulus
  • There is no appetite for further monetary easing
  • More substantial stimulus is possible in the next couple of years
  • The BOJ is unlikely to deviate from its ±0.2% 10Y yield target

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There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

China / Consumer

China Home Appliance Sector: A smart leap

January 20, 2020
China

What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.

Asia / Oil and Gas

Regional Oil: Geopolitical risks back to the fore

January 07, 2020
Asia

Escalating geopolitical risks in the Middle East could lead to further spikes in oil prices as Iran retaliation uncertainty looms ahead.

Equity Strategies

Thailand / Equities

Thai Strategy Update: Turning into safe mode...

January 23, 2020

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Key summary points
  • So far, 2019 results have mostly been disappointing
  • Pollution and coronavirus hurting the tourism sector during peak season
  • Validity of Budget Bill in doubt over voting error
  • Series of negative news could cap near term upside

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There were no dcr path found

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