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- About DBS
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.
Opportunities in unchart...
We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.
Read MoreChina E-Commerce Platfor...
E-commerce’s share of China’s retail pie is set to grow, thanks to growing online penetration in lower-tier cities. We outline what will be key to gaining market share there.
Read MoreIs the rally in oil pric...
Crude oil rallies 25% on Trump’s tweets about the prospect of massive supply cuts. But we do not think prices can be sustained at these levels. Find out why.
Read More
Get in Touch
DBS BusinessCare: 400 821 8881
Economics
Key Summary Points
- Access our research products here
Read more reports
There were no dcr path found
Macro Insights
India’s Economies and Markets Around Elections
March 05, 2019
Industry
Opportunities in uncharted territories
May 29, 2020
We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.
China E-Commerce Platforms: Who Will Make Money in Lower-Ti...
May 28, 2020
E-commerce’s share of China’s retail pie is set to grow, thanks to growing online penetration in lower-tier cities. We outline what will be key to gaining market share there.
Equity Strategies
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
Read more reports
There were no dcr path found
Discover All
- Economics
- Industry
- Equities
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India’s post-lockdown priorities
May 28, 2020
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Will Covid-19 crowd out the climate and social agenda?
May 27, 2020
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Singapore’s “Fortitude Package”
May 27, 2020
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Hong Kong Chartbook: Explaining the resilience of property ...
May 26, 2020
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China: Fiscal expansion to revive demand
May 22, 2020
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The Asia Economist
May 21, 2020
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Understanding China: Post-pandemic state of the supply chai
May 20, 2020
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FX: The DEER guide to long-term FX positioning
May 18, 2020
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Kopi time with Taimur Baig podcast E13
May 18, 2020