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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DBS BusinessCare: 400 821 8881

Get in touch

DBS BusinessCare: 400 821 8881

Economics

China / FX

China/HK: GBA Wealth Connect is coming...

July 09, 2020

The PBoC and its Hong Kong and Macau counterparts have recently announced plans to establish a cross-boundary Wealth Management Connect pilot scheme in the Greater Bay Area.

Key summary points
  • Wealth Management Connect is the 4th cross-border investment channel…
  • … between Hong Kong and mainland China since 2014
  • Wealth managers stand to benefit given Guangdong’s massive affluent population
  • At the initial stage, the scheme will cover mainly investment products with relatively low risk
  • The channel enables closed-loop RMB funds flow across the border to contain financial risks

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Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

Asia / Energy

Oil price optimism is back

June 03, 2020
Asia

We have raised our 2020 oil price forecast as we see demand trends improving with the gradual re-opening of economies worldwide in May.

China / Consumer Discretiona

Opportunities in uncharted territories

May 29, 2020
China

We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.

Equity Strategies

Singapore / Equities

Thai Monthly Strategy: Multiple headwinds...

March 04, 2020

Rising political risks, slowing economy and Covid-19 led uncertainties caused SET to tumble 15% year to date, severely underperforming regional peers.

Key summary points
  • Covid-19 outbreak will hit global economy hard; Thai 2020/21 GDP growth cut to 2.0%
  • Corporate earnings cut to -10.6%, +7.9% and +4.7% in 2019-2021, respectively
  • SET Index target revised down to 1450, in line with the historical average
  • Prefer defensive counters in Healthcare, Telecom, Finance, REITs and Food sectors

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