Insights and Analysis

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Global / Economics & Strategy

Research Library

July 29, 2021
Research Library

Economics and Macro Strategy

Global / Currencies, Digital

Digital Assets Update: Regulation, tokenised carbon credits...

July 21, 2021
Digital Assets Update: Regulation, tokenised carbon credits, CBDCs

With numerous product and application launches, capital raising events, and regulatory actions, the digital assets space remains a frenzy of activities.

Global / Economics

Kopi time with Taimur Baig podcast E59

July 21, 2021
Kopi time with Taimur Baig podcast E59

Anne Krueger on trade, inflation, wages, and industrial policy.

Singapore / Financial Wellness

No storm lasts forever: Preparing for the next crisis

March 24, 2021
No storm lasts forever: Preparing for the next crisis

The COVID-19 pandemic impacted many financially but as the economy recovers, have fates changed?

Singapore / Financials

No storm lasts forever: Impact of COVID-19 on financial wel...

March 02, 2021
No storm lasts forever: Impact of COVID-19 on financial wellness

Although Singapore’s economy is now at a turning point, our analysis shows there are still segments of society where assistance is crucial to help tide them through this crisis.

Singapore / Real Estate

The rise of modern logistics in emerging Asean

December 09, 2020
The rise of modern logistics in emerging Asean

As consumption increases and e-commerce grows in Asean, the demand for modern supply chain and logistics space is growing exponentially. Which nations are poised to ride this wave?

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020
2020 Asian Insights Conference Notes #10: Finding Profitable Solutions to Problems of People & Plane

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

Singapore / Equities

Thai Monthly Strategy: Multiple headwinds

March 04, 2020
Thai Monthly Strategy: Multiple headwinds

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

Hong Kong / Equities

Hong Kong Market Strategy: Approaching the turning point

February 19, 2020
Hong Kong Market Strategy: Approaching the turning point

Oversold sectors expected to outperform as the global economy moves to recovery stage as new confirmed Covid-19 cases drop steadily.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / GDP

DBS Flash: The “Beijing Consensus” on investment

July 28, 2021
DBS Flash: The “Beijing Consensus” on investment

Beijing has been gradually steering away from the Washington consensus (free market emphasising on efficiency) in developing the country for the long haul.

Europe / Interest Rates

Eurozone: ECB Strategy review affirms dovish course

July 27, 2021
Eurozone: ECB Strategy review affirms dovish course

Notwithstanding reopening gains, some of this optimism has to be tempered by rising COVID cases. The ECB’s strategy review suggest that short rates will be kept lower for longer.

US / Inflation,Bonds

Macro Insights Weekly: Taking stock of currency positioning

July 26, 2021
Macro Insights Weekly: Taking stock of currency positionings

USD had a good rally in June-July; August may be challenging.

Global / FX

FX Daily: Calm is good (Philip Wee)

July 29, 2021
FX Daily: Calm is good (Philip Wee)

Fed and China “keep the peace”

China / Credit,FX,Interest

China: Quick thoughts on the sell-off in equities

July 28, 2021
China: Quick thoughts on the sell-off in equities

Rising outflows amid Chinese regulatory clampdowns poses risks for China credit and RMB.

Global / Rates

CNY/Asia Rates: Impact of equities rout largely localised

July 28, 2021
CNY/Asia Rates: Impact of equities rout largely localised

Muted impact on CGBs with no signs of spill-over into Asia

Market Movers

  • Strategy
  • Strategy

There were no matching records found for category Markets and subcategory Daily Digest

There were no matching records found for category Markets and subcategory Daily Digest

There were no matching records found for category Markets and subcategory Daily Digest

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

Global / Rates

US Rates: Progress to taper, but not substantial enough

July 29, 2021
US Rates: Progress to taper, but not substantial enough

Another baby step to taper.

There were no matching records found for category Markets and subcategory Strategy

There were no matching records found for category Markets and subcategory Strategy

Featured Publications

Singapore / Consumer

Singapore Downstream F&B: Mass-market F&B set to sizzle

October 22, 2019
Singapore Downstream F&B: Mass-market F&B set to sizzle

Our analysts took a deep dive exploring the F&B business environment in Singapore, and examined how businesses can thrive in this lucrative, yet ever changing landscape.

China / Real Estate

China Property Management: Catch the rising stars

October 09, 2019
China Property Management: Catch the rising stars

Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.

Vietnam / Equities

Understanding Vietnam: A Rising Star

September 19, 2019
Understanding Vietnam: A Rising Star

Vietnam has found itself in a sweet spot as the prime beneficiary of the US-China Trade War, so much so that its economy is set to be bigger than that of Singapore’s within a decade.