Insights and Analysis

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  • Economics
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China / Currency

Understanding China: RMB internationalisation 2.0

January 22, 2021
Understanding China: RMB internationalisation 2.0

Present conditions offer Beijing a window to revive its RMB internationalisation process.

Global / Economics & Strategy

Research Library

January 21, 2021
Research Library

Economics and Macro Strategy

Global / Economics & Strategy

The case for and against inflation

January 20, 2021
The case for and against inflation

The new year has begun with renewed focus on the reflation trade, with yield curves steepening and inflation expectations rising. We examine the case (watch video here)

Thailand / Health Care

Thailand Healthcare Sector: Long-term outlook still intact

January 05, 2021
Thailand Healthcare Sector: Long-term outlook still intact

Despite the weak outlook for Thailand’s healthcare sector in the short term, the long-term outlook remains solid. Find out what is supporting the sector’s growth.

Singapore / Real Estate

The rise of modern logistics in emerging Asean

December 09, 2020
The rise of modern logistics in emerging Asean

As consumption increases and e-commerce grows in Asean, the demand for modern supply chain and logistics space is growing exponentially. Which nations are poised to ride this wave?

Asia / Industrials

Modern Logistics: Focus on Technology and Agility

November 30, 2020
Modern Logistics: Focus on Technology and Agility

The market for modern logistics in Asia is growing with the proliferation of e-commerce and shifts in supply chain strategies due to trade tensions and COVID-19.

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020
2020 Asian Insights Conference Notes #10: Finding Profitable Solutions to Problems of People & Plane

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Oil, Inflation

Oil: The bulls are back

January 22, 2021
Oil: The bulls are back

We revise up our average Brent crude oil price forecast for 2021 to US$55-60/bbl and introduce 2022 Brent crude oil price forecast of US$60-65/bbl.

South Korea / GDP

South Korea & Taiwan: Semiconductor sector continues to shi...

January 21, 2021
South Korea & Taiwan: Semiconductor sector continues to shine

Semiconductor demand surged further in Dec20 and the momentum would carry forward into the beginning of 2021.

India / Fiscal, Budget

India budget: To align with pandemic-led shifts

January 18, 2021
India budget: To align with pandemic-led shifts

Fiscal consolidation in FY22 will be backed by strong nominal growth and higher revenue assumptions.

Global / FX

FX Daily: Looking over shoulder

January 22, 2021
FX Daily: Looking over shoulder

Topping out with Biden optimism

Global / Credit,FX

Macro Strategy: China credit watch

January 22, 2021
Macro Strategy: China credit watch

China to manage leverage risks

Singapore / Interest Rates

SGD Rates: Opportunity Arises

January 21, 2021
SGD Rates: Opportunity Arises

Longer-term SGS sold off ahead of auction. We think that the 15Y offers the most relative value.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Indonesia / Economic news

INDONESIA MENERAPKAN PSBB YANG LEBIH KETAT UNTUK JAWA DAN B...

January 07, 2021
INDONESIA MENERAPKAN PSBB YANG LEBIH KETAT UNTUK JAWA DAN BALI, DEMOCRATS BERHASIL MEMPEROLEH KURSI

Pemerintah Indonesia menerapkan kebijakan pembatasan sosial yang lebih ketat di Jawa dan Bali.\nDefisit anggaran pemerintah di tahun 2020 sebesar IDR 956,3 triliun atau setara 6,09% terhadap GDP.\nDe...

Indonesia / Economic news

UJI AWAL VAKSIN SINOVAC MEMBENTUK ANTIBODI TERHADAP 97% REL...

December 10, 2020
UJI AWAL VAKSIN SINOVAC MEMBENTUK ANTIBODI TERHADAP 97% RELAWAN, MNUCHIN MENGUSULKAN USD 916 MILIAR

Perusahaan Listrik Negara diperkirakan menjadi yang pertama menerbitkan obligasi global di tahun 2021.\nVaksin Covid-19 Sinovac berhasil membentuk 97% antibodi di fase awal uji coba klinis tapi tingk...

Indonesia / Economic news

BANK INDONESIA FOKUS TERHADAP PERTUMBUHAN SEIRING RENDAHNYA...

November 25, 2020
BANK INDONESIA FOKUS TERHADAP PERTUMBUHAN SEIRING RENDAHNYA INFLASI, PASAR SAHAM GLOBAL MENCATATKAN

Bank Indonesia fokus pada pertumbuhan perekonomian seiring tingkat inflasi yang masih rendah.\nLembaga Penjamin Simpanan menurunkan suku bunga penjaminan.\nIndeks harga saham global mencatatkan rekor...

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

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.