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Global / Economics & Strategy

Research Library

February 26, 2020
Research Library

Economics and Macro Strategy

Asia / Growth, FX

FX: A tale of two halves on COVID-19 - Part 2 (Asia)

February 26, 2020
FX: A tale of two halves on COVID-19 - Part 2 (Asia)

COVID-19.

Global / Growth, FX

FX: A tale of two halves on COVID-19 - Part 1 (DM)

February 25, 2020
FX: A tale of two halves on COVID-19 - Part 1 (DM)

COVID-19 has delayed the recovery from the trade truce achieved in mid-January. Assuming the epidemic peaks by mid-year, expect more depreciation in 1H before a recovery in 2H.

Singapore / Financials

Singapore Banks: Moderation ahead

February 24, 2020
Singapore Banks: Moderation ahead

Slower business momentum and weakened sentiments on the back of Covid-19 set to affect bottom line for Singapore banks.

China / Technology

China Technology Sector: Updated COVID-19 impact on smartph...

February 21, 2020
China Technology Sector: Updated COVID-19 impact on smartphone supply chain

Labour, logistics, raw material supplies and estimated capacity loss remain top of mind issues for Chinese technology companies COVID-19 rages on.

Asia / Commodities

Regional Steel: The Covid-19 effect

February 20, 2020
Regional Steel: The Covid-19 effect

Delayed construction activities to hit Rebar demand in 1Q20, as operating rates in Chinese manufacturing sector plunge on the back of Covid-19.

Malaysia / Equities

Malaysia Strategy: In the eye of a political storm

February 25, 2020
Malaysia Strategy: In the eye of a political storm

Domestic political storm ensues as Prime Minister Tun Mahathir Mohamad tendered his resignation as the head of the Malaysian government.

Singapore / Equities

Singapore Budget 2020: Relief, Resilience, Recovery

February 19, 2020
Singapore Budget 2020: Relief, Resilience, Recovery

Generous Budget 2020 announced by the Singapore government serves as a ballast for the economy as it grapples with Covid-19.

Hong Kong / Equities

Hong Kong Market Strategy: Approaching the turning point

February 19, 2020
Hong Kong Market Strategy: Approaching the turning point

Oversold sectors expected to outperform as the global economy moves to recovery stage as new confirmed Covid-19 cases drop steadily.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
India / Growth, Rates

India: Growth and inflation targeting review

February 25, 2020
India: Growth and inflation targeting review

Final quarter of 2019 (i.e. 3Q FY20) growth release is likely to reinforce that the economy is in midst of bottoming out in the current growth cycle.

China / Economics

Kopi time with Taimur Baig: A podcast series.

February 24, 2020
Kopi time with Taimur Baig: A podcast series.

This week: Prof Bert Hofman on China with a focus on Covid-19

Global / Growth

Macro Insights Weekly: Downgrades and downbeat sentiments

February 24, 2020
Macro Insights Weekly: Downgrades and downbeat sentiments

Even as Chinese labourers return to work this week, disruptions are widespread, including production, payments, trade settlement, shipments, travel, transportation, and entertainment.

Asia / FX, Rates

BOK rate cut tomorrow on the cards; Support for INR yields

February 26, 2020
BOK rate cut tomorrow on the cards; Support for INR yields

Bank of Korea may frontload a 25bps rate cut at Thursday’s policy meeting. Conducive external and domestic factors are likely to cap INR yields.

India / Economics

Climate change: Evading the 'Too late, too costly' trap

February 26, 2020
Climate change: Evading the 'Too late, too costly' trap

A new crop of rational, well-groomed climate skeptics is pushing a persuasive brand of defeatism that the world cannot afford.

Global / FX, Rates

Risk aversion as COVID-19 fears widen

February 25, 2020
Risk aversion as COVID-19 fears widen

Currencies and equities have corrected sharply as COVID-19 cases outside China jumps. 10Y US yields dip below 1.40%.

Market Movers

  • Daily Digest
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  • Weekly Insights
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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

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

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.

Asia

Singapore to spend SGD1b on housing

December 09, 2019
Singapore to spend SGD1b on housing

Residential prices are on the rise again after cooling measures were introduced in July 2018

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

There were no matching records found for category Markets and subcategory Strategy

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.