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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

Insights and Analysis

  • Economics
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  • Economics
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Global / Economics & Strategy

Research Library

April 25, 2019
Research Library

Economics and Macro Strategy

Indonesia / GDP

Pressure eases on Indonesia’s trade balance

April 18, 2019
Pressure eases on Indonesia’s trade balance

March trade balance recorded a surplus, marking two consecutive months of surplus.

Asia / GDP

Weekly: China’s positive impulse to the global economy

April 18, 2019
Weekly: China’s positive impulse to the global economy

China’s stimulus driven growth stabilisation narrative is taking hold. Our Nowcast model has steadily perked up in recent months with respect to the growth momentum.

Hong Kong / Real Estate

HK Property Monthly Chart Book: Hotels on growth mode

April 15, 2019
HK Property Monthly Chart Book: Hotels on growth mode

Hotel occupancy in Hong Kong continues to rise despite growth in room supplies as visitation numbers from Mainland Chinese tourist show no signs of abating.

Singapore / Real Estate

Singapore Property: More measured approach

March 29, 2019
Singapore Property: More measured approach

Recent bids by developers for Sims Drive and Middle Road sites suggest expectations for moderate price appreciation with buffers of more than 10% to recent transacted prices.

China / Transport

China Auto Sector: Lower subsidy on new energy vehicles

March 27, 2019
China Auto Sector: Lower subsidy on new energy vehicles

Profitability of automakers potentially affected with new subsidy scheme rolled out by Chinese government to encourage innovation amongst local manufacturers.

Singapore / Equities

Singapore offers plenty of diversification

April 24, 2019
Singapore offers plenty of diversification

Investing using Straits Times Index and Singapore government bond ETFs will provide the exposure; yield seeking investors can opt for S-REITS and Singapore Investment Grade Corporate Bond ETFs.

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.

Asia / Equities

Market Focus: Singapore GDP number priced in by markets

April 16, 2019
Market Focus: Singapore GDP number priced in by markets

Investors should rotate into stocks where valuations can be expanded given limited upside to earnings forecast especially after IMF’s downgrade on global growth outlook.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Thailand / Economics

Thailand chart book - Slower growth, eye on election outcom

April 23, 2019
Thailand chart book - Slower growth, eye on election outcome

The economy ended 2018 on a firm note. Moderation lies ahead with growth to slow to 3.8%. The BOT continues to maintain that a policy buffer to defend against future contingencies is necessary.

China / Economics

China: Higher CPI will not tighten policy

April 12, 2019
China: Higher CPI will not tighten policy

March CPI inflation surged by 2.3% YoY due to higher pork prices. On production front, the rebound in PPI (Mar: 0.4%; Feb: 0.1%) is unlikely sustainable due to sluggish global demand.

China / Economics

DBS Macro Insights: China stimulus tracker - A one-year rep...

April 09, 2019
DBS Macro Insights: China stimulus tracker - A one-year report card

Taking stock of China’s fiscal and monetary stimulus so far, DBS' Chief China Economist Chris Leung shares the bank's view on the growth outlook.

Global / FX

Macro Strategy

April 25, 2019
Macro Strategy

Stronger USD, dovish BOJ and optimistic Malaysian construction

Global / GDP

Chart of the Week: Asian equity funds flush with cash to de...

April 22, 2019
Chart of the Week: Asian equity funds flush with cash to deploy

With cash positions high, fund managers may be compelled to chase the rally during the course of this quarter.

Global / GDP

Chart of the Week: Foreign investors eye China bond markets

April 15, 2019
Chart of the Week: Foreign investors eye China bond markets

The recent inclusion of China’s onshore bonds in the Bloomberg Barclays Global Aggregate Index (since April 1) has, understandably, met with much excitement.

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.