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Global / Economics & Strategy

Research Library

May 29, 2020
Research Library

Economics and Macro Strategy

India / GDP

India’s post-lockdown priorities

May 28, 2020
India’s post-lockdown priorities

Containing the health crisis, boosting growth, financial sector health and easing supply chains will be the key priorities.

Global / Economics & Strategy

Will Covid-19 crowd out the climate and social agenda?

May 27, 2020
Will Covid-19 crowd out the climate and social agenda?

The risks and fallout from Covid-19 are so clear and devastating that a global united front has been formed readily to fight it. But what about climate change? What about inequality?

China / Consumer Discretiona

Opportunities in uncharted territories

May 29, 2020
Opportunities in uncharted territories

We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.

China / Consumer

China E-Commerce Platforms: Who Will Make Money in Lower-Ti...

May 28, 2020
China E-Commerce Platforms: Who Will Make Money in Lower-Tier Cities?

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.

Asia / Materials

Chinese stimulus a much-needed respite for metals sector

May 26, 2020
Chinese stimulus a much-needed respite for metals sector

Steel will benefit the most from China’s recently announced stimulus package. Find out which other metal is expected to benefit.

Thailand / Strategy

Thailand’s third stimulus to ease strain on economy

April 08, 2020
Thailand’s third stimulus to ease strain on economy

The government’s third stimulus package will be positive for markets and highly needed for the economy, which is now suffering badly from the COVID-19 pandemic.

Singapore / Equities

Singapore Market Focus: Standing in solidarity

April 07, 2020
Singapore Market Focus: Standing in solidarity

The government’s latest Solidarity Budget aims to provide further support to businesses and households. We assess which sectors and companies will benefit most.

Malaysia / Strategy

Malaysia Strategy: Facing the perfect storm

April 03, 2020
Malaysia Strategy: Facing the perfect storm

Given Malaysia’s mounting economic woes, we reiterate our defensive strategy and advise investors to keep to fundamentally strong companies with the means to tide over this challenging time.

Economics Daily

  • Economics
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Global / Economics

The Asia Economist

May 28, 2020
The Asia Economist

Samuel Tse on Hong Kong’s outlook amid social unrest and the ongoing pandemic

Global / Growth

Macro Insights Weekly: China-US tension to the fore, yet ag...

May 26, 2020
Macro Insights Weekly: China-US tension to the fore, yet again

The list of China-US friction is long, each with grave geopolitical implications. With elections looming, US politicians are likely to ratchet up the tension, with China not backing down.

Global / Economics

Kopi time with Taimur Baig podcast E14

May 25, 2020
Kopi time with Taimur Baig podcast E14

Dr. Sri-Kumar on likely stagflation, long gold, short USD and selectively positive EM.

Global / FX,Rates

FX has tilted towards a glass half-full outlook; BOK is don...

May 29, 2020
FX has tilted towards a glass half-full outlook; BOK is done with rate cuts

FX has tilted towards a glass half-full outlook; BOK is done with rate cuts

Global / FX,Rates

FX is looking out for silver linings; Fed’s credit pivot

May 27, 2020
FX is looking out for silver linings; Fed’s credit pivot

FX is looking out for silver linings; Fed's credit pivot

Global / Rates

Regional Rates: Rocky Recovery

May 26, 2020
Regional Rates: Rocky Recovery

We take stock of how markets have recovered through the COVID-19 ordeal.

Market Movers

  • Daily Digest
  • Weekly Insights
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  • Daily Digest
  • Weekly Insights
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Asia / Equities

Hong Kong to see first ever back-to-back recession

February 19, 2020
Hong Kong to see first ever back-to-back recession

The coronavirus shutdown cripples the economy

Global / Wealth Dailies

Stocks jostle with economic fallout from virus

February 19, 2020
Stocks jostle with economic fallout from virus

Wealth Dailies rounds up overnight markets with Market Newsfeed, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack

Global / Wealth Dailies

Investors watch impact of Fed decision, UK vote

December 12, 2019
Investors watch impact of Fed decision, UK vote

Wealth Dailies rounds up overnight markets with Market Snapshot, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack

Indonesia / Healthcare

Indonesia Healthcare: New regulation to improve JKN’s defic...

February 10, 2020
Indonesia Healthcare: New regulation to improve JKN’s deficit

New regulation announced by Indonesian authorities seeks to improve efficiency of the country’s universal insurance programme.

Indonesia / Asia Insight

Asian Insight

March 06, 2019
Asian Insight

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Global / CIO Perspectives

Wey Fook explains: How to ride the ups and downs

December 09, 2019
Wey Fook explains: How to ride the ups and downs

DBS's CIO shares why he still believes in the Barbell Strategy and taking a long-term view. Read a snippet of his Straits Times op-ed here

Global / CIO Insights

4Q18: Window of Opportunity

September 26, 2018
4Q18: Window of Opportunity

DBS Chief Investment Officer Hou Wey Fook addresses questions on the US bull run, whether US equities are an "overcrowded" trade, and the sold-down China market in 4Q18

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.