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

Insights and Analysis

  • Economics
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  • Economics
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Global / Economics & Strategy

Research Library

March 26, 2019
Research Library

Economics and Macro Strategy

Philippines / Rates

Philippine Bonds: Soaring returns

March 26, 2019
Philippine Bonds: Soaring returns

RPGBs could continue to outperform though expected drivers of outperformance have likely shifted.

Asia / GDP

Weekly: Global economy gets a helping hand from the Fed and...

March 22, 2019
Weekly: Global economy gets a helping hand from the Fed and China

Financial conditions are back to where they were during the exuberant days of Aug/Sept last year, thanks to yield compression and surge in equities, helped by a dovish Fed and stimulus from China.

Hong Kong / Real Estate

HK Property Monthly Chart Book: Mainlander flood Tsim Sha T...

March 14, 2019
HK Property Monthly Chart Book: Mainlander flood Tsim Sha Tsui

Establishment of Express Rail Link revitalised shoppers traffic into Tsim Sha Tsui from Shenzhen and Guangzhou at the expense of foot traffic to Causeway Bay.

Thailand / Financials

Thailand Banks: Key takeaways from analyst meeting: TMB and...

February 28, 2019
Thailand Banks: Key takeaways from analyst meeting: TMB and TBANK merger deal

Five party merger of Thai banks set to benefit all involved including unlocking TCAP’s value to realise higher profits from transferred businesses.

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.

China / Equities

Strategist Weekly: All-round boost

March 06, 2019
Strategist Weekly: All-round boost

Chinese government announces GDP growth target at 6-6.5% with accompanying stimulus measures as the country recorded the slowest pace in GDP growth last year since 1990.

Asia / Equities

Regional Market Focus: ASEAN reflation

February 27, 2019
Regional Market Focus: ASEAN reflation

ASEAN continues with respective domestic reflation policies despite challenging global environment.

China / Equities

Strategist Weekly: Spotlight on MSCI A-shares decision

February 27, 2019
Strategist Weekly: Spotlight on MSCI A-shares decision

Ongoing rally in the Chinese stock market expected on the back of additional MSCI A-shares inclusion and regulatory relaxation on margin financing.

Economics Daily

  • Asia
  • Global
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Global / Economics

Video: Macro Insights video on FOMC meeting and implication...

March 25, 2019
Video: Macro Insights video on FOMC meeting and implication for assets

Another Macro Insights video, in which DBS Chief Economist Taimur Baig discusses the latest FOMC decision with our rates strategist, Eugene Leow.

China / Economics

Shanghai trip notes: Weak demand; improving liquidity

March 14, 2019
Shanghai trip notes: Weak demand; improving liquidity

The top client questions were on trade war, exchange rates, and impact of fiscal/monetary policy on growth outlook.

Singapore / Rates

SGD rates: Time to outperform

March 12, 2019
SGD rates: Time to outperform

SGD rates outperformance ahead.

Global / Rates

Macro Strategy

March 26, 2019
Macro Strategy

Carry trades still in vogue; Thailand election results leaves lingering uncertaintie

Global / GDP

Chart of the Week: US recession probabilities rise, but whe...

March 25, 2019
Chart of the Week: US recession probabilities rise, but when?

Recession or sharp slowdown is coming, but it is unlikely in 2019, in our view.

Global / GDP

Chart of the Week: Fed vs Markets

March 18, 2019
Chart of the Week: Fed vs Markets

Fed rate pause is expected to continue at Thursday’s decision. New dot plots bear watching.

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.