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Global / Economics & Strategy

Research Library

February 20, 2019
Research Library

Economics and Macro Strategy

Indonesia / GDP

Indonesia election watch: energy, food, and infrastructure

February 20, 2019
Indonesia election watch: energy, food, and infrastructure

The Indonesian second presidential debate on energy, food, and infrastructure was held on 17 Feb 2019.

Singapore / Economics

Singapore: Singapore Budget 2019 – Deepening enterprise cap...

February 19, 2019
Singapore: Singapore Budget 2019 – Deepening enterprise capabilities, strengthening social support

Despite external headwinds, the government continued to focus on strengthening Singapore’s security, enhancing economic transformation, and fostering an inclusive society.

China / Real Estate

China Property Weekly Digest: Guidelines for the developmen...

February 20, 2019
China Property Weekly Digest: Guidelines for the development of Greater Bay Area unveiled

Office plays and developers with sizeable exposure to the Greater Bay Area (GBA) set to benefit from strong potential of the economic region.

Hong Kong / Real Estate

HK Property Monthly Chart Book: Suburban malls to outperfor

February 14, 2019
HK Property Monthly Chart Book: Suburban malls to outperform

Suburban malls showed better reversionary growth and should continue to outperform prime shopping centres for 2019.

China / TMT

China Internet Sector: Who will be the winners in new retai...

February 12, 2019
China Internet Sector: Who will be the winners in new retail?

Ability of internet companies attracting users a key importance for retailers as offline investments continue to drag down margins.

Singapore / Equities

Budget 2019: Healthcare and Defence stocks are Budget winne...

February 19, 2019
Budget 2019: Healthcare and Defence stocks are Budget winners

Muted market reaction following Budget 2019 as focus continues to be on possible US-China trade deal and 4Q result season.

China / Equities

Strategist Weekly: Spotlight on trade balance and new round...

February 12, 2019
Strategist Weekly: Spotlight on trade balance and new round of Sino-US negotiations

Global markets continue to be rattled by capricious comments from China and the US before the Xi-Trump summit.

Global / Equities

Weekly Global ETF Commentary

November 27, 2018
Weekly Global ETF Commentary

US-listed ETFs showed inflows of $7.1 billion. Equities received $4.2 billion as fixed income had an inflow of $2.9 billion and international equities gained $2.3 billion.

Economics Daily

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Singapore / Economics

Singapore Budget 2019 - Key takeaways

February 20, 2019
Singapore Budget 2019 - Key takeaways

Hear from DBS' Singapore economist Irvin Seah on the key takeaways from the 2019 Budget.

China / Economics

China chart book - Some relief from January exports

February 18, 2019
China chart book - Some relief from January exports

China’s exports rebounded substantially in January. But usual volatility around the floating Lunar New Year holiday is a fact.

China / Economics

China: PMI highlights need for further policy support

January 31, 2019
China: PMI highlights need for further policy support

Manufacturing PMI contracted for a second straight month in January alongside a declining industrial profit.

Global / Rates

Macro Strategy

February 20, 2019
Macro Strategy

Decent demand likely for 30Y SGS auction; EUR's weak trend

Global / GDP

Chart of the Week: Fund flows turn to Asia

February 18, 2019
Chart of the Week: Fund flows turn to Asia

Last year’s sharp price correction has brought back value-seeking investors to Asia, as bets on some resolution of trade wars and expectation of more policy stimulus in China rise.

Global / GDP

Chart of the Week: Behind the rise of Chinese smartphone ma...

February 11, 2019
Chart of the Week: Behind the rise of Chinese smartphone makers

The advancement of Chinese smartphone makers could be attributed to structural factors, such as technology/product maturity, price competitiveness and marketing success.

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

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.