Economics and Macro Strategy
Containing the health crisis, boosting growth, financial sector health and easing supply chains will be the key priorities.
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?
We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.
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.
Steel will benefit the most from China’s recently announced stimulus package. Find out which other metal is expected to benefit.
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.
The government’s latest Solidarity Budget aims to provide further support to businesses and households. We assess which sectors and companies will benefit most.
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.
Samuel Tse on Hong Kong’s outlook amid social unrest and the ongoing pandemic
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.
Dr. Sri-Kumar on likely stagflation, long gold, short USD and selectively positive EM.
FX has tilted towards a glass half-full outlook; BOK is done with rate cuts
FX is looking out for silver linings; Fed's credit pivot
We take stock of how markets have recovered through the COVID-19 ordeal.
The coronavirus shutdown cripples the economy
Wealth Dailies rounds up overnight markets with Market Newsfeed, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack
Wealth Dailies rounds up overnight markets with Market Snapshot, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack
New regulation announced by Indonesian authorities seeks to improve efficiency of the country’s universal insurance programme.
There were no matching records found for category Markets and subcategory Weekly Insights
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
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
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.
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 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.