Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
China / Currency, Trade

China Chartbook: An update on the internationalization of t...

August 05, 2020
China Chartbook: An update on the internationalization of the RMB

RMB has become a more attractive investment currency as evidenced by the increased foreign ownership in CGB.

Global / Economics & Strategy

Research Library

August 05, 2020
Research Library

Economics and Macro Strategy

Global / Economics

Kopi time with Taimur Baig podcast E23

August 04, 2020
Kopi time with Taimur Baig podcast E23

Dr. Lynn Kuok, Senior Fellow, IISS, on China-US rivalry.

Asia / Energy

Impact of climate change risk on Asia’s energy sector

July 31, 2020
Impact of climate change risk on Asia’s energy sector

As investors pay more attention to the ESG framework, we assess how the region’s traditional energy players are managing this transition to green energy.

Asia / Energy

How COVID-19 is providing a chance for change

July 20, 2020
How COVID-19 is providing a chance for change

We believe the COVID-19 hard reset could prove to be the catalyst for oil majors to pump more capital into renewables to transition beyond petroleum.

Asia / Information Tech

Who will win in Asean’s cut-throat e-commerce space?

July 14, 2020
Who will win in Asean’s cut-throat e-commerce space?

E-commerce sales in Asean are expected to reach US$153bn by 2025, from US$38.2bn in 2019. Given the competitive arena, we outline what will give players an edge.

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
  • Macro Strategy
  • Economics
  • Macro Strategy
Indonesia / GDP, Rates

Indonesia: Beyond 2Q GDP slump, gradual updrift likely

August 05, 2020
Indonesia: Beyond 2Q GDP slump, gradual updrift likely

Indonesia 2Q GDP slumped -5.3% y/y surpassing consensus.

South Korea / GDP

South Korea & Taiwan: 2H growth prospects and risks

August 03, 2020
South Korea & Taiwan: 2H growth prospects and risks

We revise Taiwan’s 2020 GDP projection to 0% from -1.0%. South Korea’s forecast remains unchanged.

Global / AIC

2020 Asian Insights Conference Notes #4: Navigating Supply ...

August 03, 2020
2020 Asian Insights Conference Notes #4: Navigating Supply Chain Disruptions

We summarise the key takeaways from the DBS Asian Insights conference 2020 session on navigating supply chain disruptions, held on July 23.

Asia / Interest Rate

DBS Asia Rates View: Pillars of stability still intact

August 05, 2020
DBS Asia Rates View: Pillars of stability still intact

Relatively static policy rates and the market presence of Asian central banks underpin our outlook of an extended period of stability in Asian interest rates.

Global / Rates,FX

Macro Strategy: Between policy pause and further accommodat...

August 05, 2020
Macro Strategy: Between policy pause and further accommodation

Driven by their own events and data in each country

Global / FX

FX Daily: DM consolidate, Asia mixed

August 05, 2020
FX Daily: DM consolidate, Asia mixed

EUR and GBP consolidate on USD pause; Momentum negative for INR and IDR but positive for THB and PHP.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Indonesia / market outlook

DATA EKONOMI MENUNJUKAN PERBAIKAN, CINA MENERAPKAN UNDANG-U...

July 07, 2020
DATA EKONOMI MENUNJUKAN PERBAIKAN, CINA MENERAPKAN UNDANG-UNDANG KEAMANAN BARU

Indonesia berusaha menarik perhatian investor asing yang ingin merelokasi usahanya dari Cina.\nBursa saham Amerika menutup kuartal ke dua tahun 2020 dengan mencatatkan penguatan tertinggi sejak tahun...

Indonesia / market outlook

Markets remain driven by economic optimism

June 09, 2020
Markets remain driven by economic optimism

Global: News: US stocks extend rally as optimism continues\nOne-liner: Gold and Treasuries slump as investors turn away from havens\n\nAsia: News: Slump in China’s government bonds set to deepe...

Asia / Market Newsfeed

News: Hong Kong property market remains resilient

June 08, 2020
News: Hong Kong property market remains resilient

China's security bill has not slowed down the world's most expensive real estate market

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.