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

Asia / Insights

Stay ahead with DBS Asian Insights

January 01, 2014
Stay ahead with DBS Asian Insights

With a hundred-strong team of economists and analysts across Asia, you can rely on our unparalleled on-the-ground knowledge to keep you in step with the latest economic activity, government policy, m...

Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Global / Economics & Strategy

Research Library

July 23, 2019
Research Library

Economics and Macro Strategy

Global / Rates

Forthcoming Fed rate cuts; what’s the trade?

July 22, 2019
Forthcoming Fed rate cuts; what’s the trade?

We examine what it would take before the Fed cuts rates.

Hong Kong / Growth

Hong Kong chartbook: Asset prices resilient to economic slo...

July 19, 2019
Hong Kong chartbook: Asset prices resilient to economic slowdown

Asset markets remained resilient despite deteriorating fundaments.

Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

China / Technology

China Technology Sector: Repercussions of US-China Tech War

July 09, 2019
China Technology Sector: Repercussions of US-China Tech War

Loss in value along Huawei’s value chain expected to trigger capacity under-utilisation of relevant sub-segments and components.

Singapore / Real Estate

Singapore REITs: MAS mulls higher gearing limits

July 03, 2019
Singapore REITs: MAS mulls higher gearing limits

MAS proposal to increase gearing limit for S-REITs could bode well for sector and help S-REITs fund value accretive acquisitions.

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs

June 21, 2019
Global ETF Strategy: Geopolitics and Gold, Oil ETFs

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Asia / Equities

Asia Equity Strategy: Asia markets supported by Fed’s insu...

June 14, 2019
Asia Equity Strategy:  Asia markets supported by Fed’s insurance cut

While the notion that Fed rate cuts tend to support the equity market is true, we believe the types of rate cuts need to be differentiated as equity markets respond differently.

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Asia / Monetary, Rates

Chart of the Week: Hibor and USD/HKD will remain stable

July 22, 2019
Chart of the Week: Hibor and USD/HKD will remain stable

There will be less motivation for the Hong Kong Monetary Authority (HKMA) to intervene the market. We expect Prime Rates to stay at current level in 2019.

Asia / Monetary, Rates

Weekly: Asian central banks on the move

July 19, 2019
Weekly: Asian central banks on the move

Rate cuts from Bank of Korea and Bank Indonesia this week add to the policy easing narrative in Asia. We expect the Monetary Authority of Singapore to join the fray later this year.

Europe / Monetary

Eurozone: Not a matter of if but when and how policy eases

July 19, 2019
Eurozone: Not a matter of if but when and how policy eases

Policy narrative amongst the developed markets’ central banks has turned on its head in the past 6-8 months.

Europe / FX, Rates

GBP waiting to be pounded; Indian yields consolidate

July 23, 2019
GBP waiting to be pounded; Indian yields consolidate

GBP in for more pounding; India govvie rally on pause

Asia / FX, Rates

EUR breaks below 1.12 on a more dovish ECB vs Fed

July 22, 2019
EUR breaks below 1.12 on a more dovish ECB vs Fed

The ECB strikes a more dovish note than the Fed. 50bps Fed cut is unlikely

Asia / FX, Rates

KRW outlook; Further Asia easing ahead

July 19, 2019
KRW outlook; Further Asia easing ahead

The IDR has room to strengthen vs the KRW. Asia central banks are going to ease further.

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.