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Global / Economics & Strategy

Research Library

August 26, 2019
Research Library

Economics and Macro Strategy

US / Rates

G3 Rates: Seeking refuge

August 19, 2019
G3 Rates: Seeking refuge

We examine what it would take before the Fed cuts rates.

Indonesia / Growth, Rates

Indonesia: Surfacing economic weakness

August 16, 2019
Indonesia: Surfacing economic weakness

Indonesia recorded a stable growth of 5% in 2Q19, contrary to the downward growth trend elsewhere. Fiscal lever could sustain growth momentum at its potential at 5.0%.

Asia / Oil and Gas

Natural Gas & LNG Trends in Asia: The Volume Game is Strong

August 21, 2019
Natural Gas & LNG Trends in Asia: The Volume Game is Strong

How will the APAC energy landscape change in the coming years as demand for natural gas grows exponentially amidst calls for a cleaner energy environment? Our analysts find out.

China / Consumer

China Brewery Sector: Cherry-picking the highflyer

August 20, 2019
China Brewery Sector: Cherry-picking the highflyer

More marketing campaigns expected to take stage as top brewers shift focus to brand image, product quality and consumer experience. Our top pick is CR Beer.

Asia / Consumer

Regional Plantation Companies: Indonesia biodiesel: A game ...

August 20, 2019
Regional Plantation Companies: Indonesia biodiesel: A game changer?

Indonesia’s biodiesel programme to provide downside protection for CPO prices. Our top picks are Wilmar, First Resources, Bumitama Agri and FGV.

Singapore / Equities

2Q19 results review: Look here for yields

August 20, 2019
2Q19 results review: Look here for yields

STI likely to have seen year high of 3400 back in April; Year-end objective lowered to 3380 to factor in latest round of tariffs and drag from HK civil protests.

China / Equities

Market Strategy: What if HK unrest ends?

August 15, 2019
Market Strategy: What if HK unrest ends?

Civil unrest in Hong Kong continue to weight on its economy with expectations for GDP growth to fall to 0% for the year.

China / Equities

Market Strategy: Beneficiaries of Vietnam’s rise

August 12, 2019
Market Strategy: Beneficiaries of Vietnam’s rise

Our analysts identified buying opportunities in Hong Kong that leverages on Vietnam’s rising star as a regional economic powerhouse.

Economics Daily

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

India: Helpful steps to reverse cyclical slowdown; more to ...

August 26, 2019
India: Helpful steps to reverse cyclical slowdown; more to come

In a bid to revive growth, the Indian government announced several sector specific measures.

Asia / Bond

Chart of the Week: Widening EM credit spreads driven by hig...

August 26, 2019
Chart of the Week: Widening EM credit spreads driven by high yield bonds

Escalation in US-China trade war and recession worries have proved adverse for Asian credit markets so far this month, but with uneven impact.

Global / Growth, Rates

Weekly: Watch out for another market tantrum

August 23, 2019
Weekly: Watch out for another market tantrum

A major point of divergence between the US Federal Reserve and global markets is opening up.

US / Rates, FX

Another stress point in trade war; a steeper UST curve?

August 26, 2019
Another stress point in trade war; a steeper UST curve?

Trade war escalated yet again. EM Asia FX under pressure. UST curve to steepen.

Global / Rates, FX

Lowering our Asia bond yield forecasts; taking stock of Fed...

August 23, 2019
Lowering our Asia bond yield forecasts; taking stock of Fed views

Asia yield forecasts revised lower. Taking stock of Fed views.

Europe / Rates, FX

Pro-growth RBI minutes; Caution in US Treasuries

August 22, 2019
Pro-growth RBI minutes; Caution in US Treasuries

INR yields capped by pro-growth RBI. Still neutral on US Treasuries.

Market Movers

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

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

Indonesia / Asia Insight

Asian Insight

March 06, 2019
Asian Insight

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Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

There were no matching records found for category Markets and subcategory Weekly Insights

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Asia / Insights

Stay ahead with DBS Asian Insights

January 01, 2014
Stay ahead with DBS Asian Insights

With a hundred-strong team of economists and analysts across Asia, you can rely on our unparalleled on-the-ground knowledge to keep you in step with the latest economic activity, government policy, m...

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

Featured Publications

Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

Asia / Consumer

Ride Sharing: Profitable or not?

May 27, 2019
Ride Sharing: Profitable or not?

Our analysts took a deep dive into the ride sharing business model, and identified scale and dominance as key profitability drivers. But what does that mean for smaller operators?

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.