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Economics and Macro Strategy
Group Research13 Apr 2021
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    Macro Insights Multimedia

    Macro Strategy Daily

    Economics & Macro Strategy Flash

    Weekly 

    Focus & Thematic 

    Rates

    Chartbook

     


    Macro Insights multimedia: Videos/Livestream/Podcast Series

    Date Report
    March 31, 2021 DBS Macro Insights Livestream: The race to vaccination HTML
    March 30, 2021 DBS Macro Insights: Green bonds blossom with property in the lead HTML
    March 24, 2021 Kopi Time E050: DBS CEO Piyush Gupta on accelerated disruptions HTML
    March 19, 2021 Kopi Time E049: Prof David Victor on decarbonisation HTML
    March 10, 2021 Kopi Time E048: Chandran Nair on the reset necessitated by the pandemic HTML
    March 9, 2021 DBS Macro Insights Livestream: Reflation tantrum HTML
    March 3, 2021 Kopi Time E047: Dan Wang on the global semiconductor race HTML
    February 24, 2021 DBS Macro Insights: How do we expect the Fed to act? HTML
    February 24, 2021 DBS Macro Insights: When Pandemic Fears Fade HTML
    February 17, 2021 Kopi Time E045: Ajaita Shah on supporting rural female entrepreneurs in India HTML
    February 16, 2021 DBS Macro Insights: Has the weak USD run its course? HTML
    February 10, 2021 Macro Insights February 2021: Mutations and valuations HTML
    February 8, 2021 Kopi Time E044: Mark Sobel on the US economy and Biden’s agenda HTML
    February 2, 2021 Kopi Time E043: Alok Oberoi on the SPACs phenomenon HTML
    January 27, 2021 Kopi Time E042: BRAC’s Shameran Abed on microfinance to tackle Covid’s myriad challenges HTML
    January 20, 2021 The case for and against inflation HTML
    January 20, 2021 Kopi Time E041: EY’s Varun Mittal on FinTech HTML
    January 13, 2021 Macro Insights Livestream: Shape of Q420 and Q121 HTML
    January 12, 2021 Kopi Time E040: Dr. Deborah Elms on RCEP, CPTPP, CAI HTML
    December 14, 2020 Kopi Time E039: Dr. Jenny Low on vaccines HTML
    December 9, 2020 Kopi Time E038: Stephen Schwartz, Fitch Ratings HTML
    December 3, 2020 December Macro Insights Livestream: A Bifurcated World HTML
    December 3, 2020 Kopi Time E037: Mckinsey’s Ziad Haider on US presidential transition HTML
    November 17 2020 Kopi Time E036: Dr. Eswar Prasad on USD, RMB, and CBDCs HTML
    November 7 2020 Kopi Time E035: Dr. Marsha Vande Berg on US elections HTML
    November 5 2020 November Macro Insights Livestream: US elections and implications for Asia HTML
    October 30, 2020 Kopi Time E034: Arvind Subramanian on the US, China, India, development HTML
    October 28, 2020 Asia Economist Webinar: Radhika Rao on investing in India's bonds and FX HTML
    October 19, 2020 Kopi Time E033: Prof Andreas Rasche on sustainable investing and corporate responsibility HTML
    October 15, 2020 Kopi Time E032: Ben Bland on Indonesia and President Jokowi HTML
    October 13, 2020 The Asia Economist: Chang Wei Liang on mapping the credit landscape in Asia HTML
    October 7, 2020 Kopi Time E031: James Crabtree on US elections and the impact on Asia HTML
    October 5, 2020 October Macro Insights Livestream: October Surprise HTML
    October 1, 2020 Asia Economist Webinar: Irvin Seah on the financial wellness of Singaporeans HTML
    September 29, 2020 Kopi Time E30: ADB’s Abdul Abiad on pandemic, outlook, and wellness HTML
    September 24, 2020 The Asia Economist: Nathan Chow and Ma Tieying on China’s bond and currency markets  HTML
    September 21, 2020 Kopi Time E029: Sir Ivan Rogers on Brexit HTML
    September 18, 2020 The Asia Economist: Chang Wei Liang and Samuel Tse on the present and future of digital currencies HTML
    September 14, 2020 Kopi Time E28: Grayscale’s Michael Sonnenshein on private digital currencies HTML
    September 8, 2020 Kopi Time E027: Hans Vriens on the current state of politics in Southeast Asia HTML
    August 25, 2020 September Macro Insights Livestream: Weak dollar and a reflation narrative HTML
    August 28, 2020 Kopi Time E026: Accenture’s Sonia Gupta on changing consumer trendsKopi Time HTML
    August 18, 2020 Kopi Time E025: World Gold Council’s Shaokai Fan on gold supply, demand, and market structure HTML
    August 11, 2020 Kopi Time E24: GIC’s Prakash Kannan on global macro and asset price outlook HTML
    August 6, 2020 Macro Insights Livestream: A fading V HTML
    August 4, 2020 Kopi Time 023: Dr. Lynn Kuok, Senior Fellow, IISS, on China-US rivalry HTML
    August 3, 2020 Asia Economist Webinar: Chris Leung on China’s Economic outlook HTML
    July 22, 2020 Kopi Time E22: Khor Hoe Ee on AMRO’s views and role in the region HTML
    July 20, 2020 The Asia Economist: Ma Tieying on Taiwan’s tech opportunities HTML
    July 14, 2020 Kopi time E21: IFC’s Vivek Pathak on investing in East Asia HTML
    July 13, 2020 The Asia Economist: Radhika Rao on India-China relations HTML
    July 8, 2020 Kopi time E20: ECB’s Paul Hiebert on the intersection of financial stability and climate risk HTML
    July 7, 2020 Macro Insights Livestream July: What’s next in the Covid-19 saga?  HTML
    July 3, 2020 The Asia Economist—Singapore: Navigating An Uneven Recovery HTML
    July 2, 2020 Kopi time E19: Professor Sir Charles Bean on the economics of coronavirus  HTML
    June 25, 2020 The Asia Economist Webinar: Duncan Tan on Asian local currency bond markets HTML
    June 23, 2020 Kopi time E18: Atul Kapur on demystifying private equity and investing in India HTML
    June 18, 2020 The Asia Economist Webinar - Chang Wei Liang on EM credit outlook HTML
    June 16, 2020 Kopi time E17: Frank Engels on Eurozone’s challenges and prospects HTML
    June 11, 2020 The Asia Economist: Rates strategist Eugene Leow on government bond market trends in DM and EM HTML
    June 10, 2020 Kopi time E16: Munib Madni on putting sustainability at the core of investment decisions HTML
    June 4, 2020 The Asia Economist: FX strategist Philip Wee on USD, EUR, CNY, SGD, IDR, and INR HTML
    June 2, 2020 Kopi time E15: Dr. Alexis Crow on the US, Covid-19, economic outlook, policy response, long-term HTML
    June 2, 2020 DBS Macro Insights Livestream: Lives vs Livelihood HTML
    May 28, 2020 The Asia Economist: Samuel Tse on Hong Kong’s outlook amid social unrest and the ongoing pandemic HTML
    May 25, 2020 Kopi time E14: Dr. Sri-Kumar on likely stagflation, long gold, short USD and selectively positive EM HTML
    May 18, 2020 Kopi time E13: Prof Wang Linfa on Covid-19, origins, spread, test, treatment, vaccine developmentKopi time HTML
    May 13, 2020 Kopi time E12: Former Deputy Assistant Secretary at US Treasury Robert Dohner on Fed, IMF, Asia HTML
    May 13, 2020 The Asia Economist webinar: Nathan Chow on China’s e-RMB initiative HTML
    May 6, 2020 Kopi time with Taimur Baig podcast E11: Manu Bhaskaran on ASEAN, China, and the future of trade HTML
    May 6, 2020 The Asia Economist webinar: Ma Tieying on South Korea and Taiwan’s pandemic response and economic outlook HTML
    April 30, 2020 Kopi time with Taimur Baig podcast E10: Vandana Hari on plunging oil prices and industry implications HTML
    April 29, 2020 The Asia Economist webinar: Chris Leung on China HTML
    April 27, 2020 (Livestream)  Transformed by Covid-19 HTML
    April 23, 2020 The Asia Economist webinar: Radhika Rao on India’s economy and markets HTML
    April 23, 2020 Kopi time with Taimur Baig podcast E09: Prof Alexander Capri on the global supply chain HTML
    April 17, 2020 Kopi time with Taimur Baig podcast, E08: Former IMF chief economist and RBI governor, Prof Raghuram Rajan HTML
    April 15, 2020 (Webinar) The Asia Economist: Discussing Singapore with Irvin Seah HTML
    March 31, 2020 Kopi time with Taimur Baig podcast, E07: Princeton’s Bernard Haykel on Saudi oil strategy and Middle-East HTML
    March 31, 2020 Kopi time with Taimur Baig podcast, E06: Simon Tay on Singapore, China, US, and Asean HTML
    March 30, 2020 (Livestream) Global shutdown and policy response HTML
    March 23, 2020 Kopi time with Taimur Baig podcast, E05: Mikkel Larsen on climate change and the tragedy of the commons HTML
    March 13, 2020 Kopi time with Taimur Baig podcast, E04: Dean Ho on AI to fight cancer and COVID-19 HTML
    March 6, 2020 Kopi time with Taimur Baig, E03: Angela Mancini from Control Risks on the intersection of political and business risks in Malaysia, Indonesia, China, and the US HTML
    March 2, 2020 (Liivestream) COVID-19 spillover HTML
    February 28, 2020 Kopi time with Taimur Baig, E02: Slava Shilin on learning Mandarin and humanising China HTML
    February 24, 2020 (Video) Climate mitigation: Evading the “too late, too costly” trap HTML
    February 24, 2020 Kopi time with Taimur Baig, E01: A podcast series. This week: Prof Bert Hofman on China with a focus on Covid-19 HTML

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    Macro Strategy Daily

    Date Report
    April 13, 2021 Declines in Singapore rates; US inflation and USD outlook HTML
    April 9, 2021 HK rates, China credit, FX round-up HTML
    April 8, 2021 Time for Asian rates and currency consolidation HTML
    April 7, 2021 Value in Indonesian bonds; Directionless FX HTML
    April 6, 2021 Focus on 5Y US yield; FX risk appetite returns HTML
    April 1, 2021 Asian credit, SGD rates and USD HTML
    March 31, 2021 Momentum for Indian bonds and USD  HTML
    March 30, 2021 China in World Government Bond Index; USD gaining traction HTML
    March 26, 2021 Less vulnerable Asian credit; Resilient USD HTML
    March 25, 2021 ASEAN central banks; FX angst HTML
    March 24, 2021 Higher Asia bond yields; lower currencies HTML
    March 23, 2021 Treasury yields pause their climb; Europe’s third Covid wave HTML
    March 19, 2021 Asian HY credit, resurgent USD HTML
    March 18, 2021 Fed meeting and our UST/USD forecasts HTML
    March 17, 2021 Fed meeting, value in Asian rates HTML
    March 16, 2021 Drivers of SGD rates; negative sentiment on EUR and GPB HTML
    March 12, 2021 Rising rates in India; FX reality check HTML

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    Economics & Macro Strategy Flash 


    Date Report
    April 7, 2021 India & Indonesia: Monetary policy – steady hand on the wheel HTML
    April 6, 2021 Safeguards for SINGA bonds HTML
    April 1, 2021 INR rates: 1H issuance calendar point to greater supply pressures ahead HTML
    April 1, 2021 India & Indonesia: Strengthening the institutional backbone HTML
    March 30, 2021 Asia Rates: China included into WGBI; Malaysia removed from watchlist HTML
    March 23, 2021 India: Tackling a second Covid wave HTML
    March 23, 2021 Interest rate hike expectations in Asia are overpriced HTML
    March 10, 2021 China Rates: Comfortable with duration HTML
    March 9, 2021 Eurozone & Japan: Payback year HTML
    March 1, 2021 Asia Rates: Finding cover amid the global selloff HTML
    February 22, 2021 India: cyclical rebound and sticky inflation HTML
    February 19, 2021 SGD Rates: Thoughts on SINGA bonds HTML
    February 19, 2021 Indonesia: Dovish hold for the year, eye on the COVID-19 curve HTML
    February 15, 2021 Singapore: Ended 2020 on a brighter note HTML
    January 29, 2021 China: Stimulus calibration underway HTML
    January 27, 2021 India rates: Union Budget and Fading Risks HTML
    January 22, 2021 Oil: The bulls are back HTML
    January 21, 2021 South Korea & Taiwan: Semiconductor sector continues to shine HTML
    January 21, 2021 SGD Rates: Opportunity Arises HTML
    January 18, 2021 India budget: To align with pandemic-led shifts HTML
    January 18, 2021 China: Strengthening recovery momentum HTML
    January 11, 2021 Indonesia: Seeking a flatter pandemic curve HTML
    January 7, 2021 Japan: Implications of Covid state of emergency HTML
    January 7, 2021 SGD Rates: Limit increase offers opportunities for SGS HTML
    January 6, 2021 India: Counting on vaccine, eye on inflation HTML
    January 4, 2021 Singapore: Hopeful end to a bitter year HTML
    December 11, 2020 Taiwan’s monetary response to asset inflation HTML
    November 30, 2020 India: Upward revision in growth confirms RBI pause HTML
    November 27, 2020 CNY Rates: Stimulus withdrawal HTML
    November 23, 2020 Singapore: Recovery is on track HTML
    November 19, 2020 SGD Rates: Movements of 5Y SGS, SOR and SORA HTML
    November 16, 2020 China: Recovery on track HTML
    November 5, 2020 Indonesia: Worst is over, pandemic management still crucial HTML
    November 4, 2020 US elections; A nation divided HTML
    November 3, 2020 Thailand: Watching politics HTML
    October 26, 2020 India: Pandemic curve and data on the mend HTML
    October 20, 2020 DBS Asia Rates View: Bracing for US Elections HTML
    October 19, 2020 China: Recovery continues, monetary policy neutral HTML
    October 14, 2020 Singapore: Emerging upside; supportive MAS HTML
    October 13, 2020 China: A mixed outlook for the export recovery HTML
    October 13, 2020 Indonesia: Government bats for reforms, rate cuts draw a pause HTML
    October 9, 2020 India: RBI unleashes a series of market supportive measures HTML
    September 28, 2020 Asia Rates: China added to WGBI, Malaysia stays on watchlist HTML
    September 28, 2020 Possible implications of the SMIC restrictions HTML
    September 18, 2020 Indonesia: Monetary policy on a tightrope HTML
    September 15, 2020 China: A more balanced recovery from August data HTML
    September 14, 2020 US Rates: When the virus meets treatment HTML
    September 9, 2020 DBS Asia Rates View: Inflation and Issuances weigh on the region HTML
    September 7, 2020 Indonesia: Tough policy choices amid downside risks HTML
    September 3, 2020 FX: A weak USD pause HTML
    September 2, 2020 Hong Kong Chartbook – Deflation is unlikely to linger HTML
    September 1, 2020 India: 2Q GDP marks the trough, slow climb ahead HTML

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    Macro Insights Weekly


    Date Report
    April 12, 2020 Varieties of inflation trend HTML
    April 5, 2020 A peek into 2Q HTML
    March 29, 2020 China-US: Competition, collaboration, confrontation HTML
    March 22, 2020 Five factors to watch during reflation HTML
    March 15, 2020 Rising rates and funding needs HTML
    March 8, 2020 Virus variant alert HTML
    March 1, 2020 The coming US boom HTML
    February 22, 2020 Singapore’s green agenda HTML
    February 16, 2020 Debt burden HTML
    February 8, 2020 Battle line between big and small investors HTML
    February 1, 2020 As yield curves steepen HTML
    January 25, 2020 Between vaccines and virus resurgence HTML
    January 18, 2020 Inflation watch HTML
    January 11, 2020 Shape of 4Q20 and 1Q21 HTML
    December 14, 2020 Asset valuation versus returns HTML
    December 7, 2020 Thinking through a bifurcated world HTML
    November 30, 2020 12 trade ideas for 2021 HTML
    November 23, 2020 Singapore: Recovery is on track HTML
    November 18, 2020 Singapore Outlook 2021: Emerging optimism HTML
    November 16, 2020 RCEP is a big deal HTML
    November 9, 2020 Covid contrast HTML
    November 2, 2020 Four US election scenarios HTML
    Ootober 26, 2020 FDI in Asia; fading or still strong? HTML
    Ootober 19, 2020 Two types of recoveries HTML
    Ootober 12, 2020 Asia’s banks; problem or solution? HTML
    Ootober 5, 2020 October Surprise HTML
    September 28, 2020 Funding concerns resurface HTML
    September 21, 2020 Weekly: A world of debt HTML
    September 14, 2020 Tracking cross-asset correlations HTML
    September 7, 2020 Unwinding of correlated trades HTML
    August 31, 2020 The shape of 3Q HTML
    August 17, 2020 Good and bad inflation HTML
    August 11, 2020 Top-5 current questions from our clients HTML
    August 3, 2020 Dollar’s “weakness” HTML
    July 27, 2020 A fading V HTML
    July 20, 2020 A trade trough HTML|PDF
    July 13, 2020 Singapore’s pandemic elections HTML
    July 6, 2020 A sustainable rebound? HTML

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    Focus & Thematic


    Date Report
    April 13, 2021 Understanding China: GBA integration gathers pace.HTML
    April 06, 2021 Update on Digital Assets: NFTs, DeFi, Cryptos, CBDCs.HTML
    March 30, 2021 Taiwan: Growth shifting to higher gear.HTML
    March 10, 2021 IndoGB: Underappreciated.HTML
    March 9, 2021 China’s onshore bond and FX markets: A primer for foreign investors.HTML
    March 9, 2021 Eurozone & Japan: Payback year HTML
    March 5, 2021 Understanding India: Manufacturing push – a reset HTML
    March 2, 2021 The coming US boom HTML
    February 17, 2021 Singapore’s budget for recovery and sustainability HTML
    February 9, 2021 Stacking up Indonesia’s policy stance against other EMs  HTML
    February 8, 2021 HKD Rates: IPOs, issuances & global recovery HTML
    February 8, 2021 SGD Rates: Too fast in relative terms HTML
    February 5, 2021 US: The case for higher rates HTML
    February 1 , 2021 India: FY22 budget pushes investments over consolidation HTML
    February 1 , 2021 Hong Kong: Cautiously optimistic outlook HTML
    January 22, 2021 Understanding China: RMB internationalisation 2.0 HTML
    January 20, 2021 The case for and against inflation HTML|Video
    January 19, 2021 Singapore Budget 2021: Supporting the recovery HTML
    January 12, 2021 USD Rates: Reflation scare HTML
    January 6, 2021 China: Credit related policy to contain market risks HTML
    December 14, 2020 India 2021 Outlook: Normalisation underway, then recovery HTML
    December 7, 2020 Update on Digital Currencies: December 2020 HTML
    December 3, 2020 DBS 2021 Outlook: A bifurcated World HTML
    November 30, 2020 Indonesia Outlook 2021: Beyond the pandemic HTML
    November 25, 2020 2021 Outlook for rates, currency, and credit HTML|PDF
    November 23, 2020 China in 2021: Outlook, Dual Circulation Strategy, relationship with US, RCEP, and BRI HTML\ZH HTML
    November 18, 2020 Singapore Outlook 2021: Emerging optimism HTML
    November 17, 2020 North Asia: Winners and losers of RCEP HTML
    November 10, 2020 Malaysia: Outlook remains challenging despite fiscal boost HTML
    October 29, 2020 India’s onshore bond and FX markets – a primer HTML
    October 21, 2020 Hong Kong: Upgrading the 2021 outlook HTML
    October 12, 2020 China government bonds: The alternative to DM HTML
    October 1, 2020 4Q20 Global Macroeconomics HTML
    October 1, 2020 Mapping the credit landscape with DACS HTML
    October 1, 2020 India: Five months on, livelihoods play catch-up HTML
    September 24, 2020 China’s onshore bond and FX markets:  A primer for foreign investors HTML
    September 15, 2020 India: Pandemic puts policy on a balance beam HTML
    September 10, 2020 China/HK: GBA to thrive amidst adversity HTML
    August 25, 2020 India: Off the trough, uneven path ahead HTML
    August 17, 2020 Digital currencies, public and private, present and future  HTML
    August 11, 2020 Key aspects of SIBOR to SORA transitio HTML
    July 30, 2020 Hong Kong: Longest recession ever HTML
    July 22, 2020 India: Pandemic to take a deeper economic bite HTML
    July 15, 2020 Indonesia: Fiscal and growth dynamics  HTML
    July 14, 2020 Singapore: The economy has bottomed out HTML
    July 13, 2020 Thailand: Growth to hit a higher speedbump HTML
    July 13, 2020 Singapore: Election effect on policies HTML
    July 9, 2020 China/HK: GBA Wealth Connect is coming HTML
    July 9, 2020 IDR Rates: Time to catch up HTML
    July 7, 2020 Understanding Taiwan: Post-pandemic tech opportunities and some complications HTML
    July 7, 2020 India: Balancing recovery and pandemic firefighting HTML

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    Rates Dashboard


    Date Report
    October 5, 2020 SG

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    Chart Book


    Date Report
    March 30, 2021 Singapore Chartbook: Raising growth and inflation forecasts  HTML
    March 22, 2021 China Chartbook: Key Takeaway from China’s 14th Five Year Plan HTML
    February 16, 2021 China Chartbook: Green bonds blossom with property in the lead HTML
    February 16, 2021 ASEAN-6 chartbook: Turning a corner HTML
    February 11, 2021 Thailand chartbook: Bumpy road to normalisation  HTML
    January 8, 2021 Credit Chartbook: Post-pandemic normalisation and opportunities in EM HTML
    October 28, 2020 Singapore Chartbook: Recovery is underway but remains uneven  HTML
    October 7, 2020 ASEAN-6 Chartbook: Two-speed recovery HTML
    September 24, 2020 Thailand chartbook: COVID-19 under control, impact not so HTML
    September 23, 2020 Malaysia Chartbook: Bumpy recovery ahead HTML
    September 16, 2020 North Asia Chartbook: More signs of recovery, but pace differs HTML
    September 1, 2020 Eurozone chartbook: Fighting a second wave HTML
    August 5, 2020 China Chartbook: An update on the internationalization of the RMB HTML
    June 10, 2020 North Asia Chartbook: Current state of the supply chain HTML
    May 26, 2020 Hong Kong Chartbook: Explaining the resilience of property price HTML
    May 8, 2020 China Chartbook: Digitizing the redback: causes and implications HTML
    April 21, 2020 Chartbook: ASEAN-6 and COVID-19 HTML
    April 17, 2020 India chartbook: Assessing COVID-19 fallout HTML
    April 9, 2020 North Asia Chartbook: COVID-19 update in 20 charts HTML
    April 9, 2020 Hong Kong Chartbook: A deeper recession comparing to SARS HTML
    April 3, 2020 China chartbook: Work resumption on track, but challenges abound HTML

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