Insights and Analysis

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Japan / Fiscal, Rates

G3 rates outlook for 2020: Part 3 (Japan)

January 23, 2020
G3 rates outlook for 2020: Part 3 (Japan)

Japan has already embarked on modest fiscal easing. There is room to do more over the next couple of years.

Global / Economics & Strategy

Research Library

January 22, 2020
Research Library

Economics and Macro Strategy

Europe / Fiscal, Rate

G3 rates outlook for 2020: Part 2 (Eurozone)

January 22, 2020
G3 rates outlook for 2020: Part 2 (Eurozone)

With monetary policy exhausted, a modest fiscal tilt becomes inevitable.

Singapore / Technology

Spotlight on Technology: Recovery intact

January 24, 2020
Spotlight on Technology: Recovery intact

Rebound in semiconductor industry on the back of emergence of new technology and demand set to uplift entire technology value chain.

Malaysia / Financial

Malaysian Banks: OPR cut by 25bps

January 23, 2020
Malaysian Banks: OPR cut by 25bps

Surprise BNM Overnight Policy Rate cut to boost affordability and alleviate asset quality concerns for Malaysian banks.

Singapore / Real Estate

CapitaLand Group: A Whole New World

January 23, 2020
CapitaLand Group: A Whole New World

CapitaLand Integrated Commercial Trust (CICT) set to be empowered with greater financial capacity to take on bigger projects to drive better shareholder returns.

Thailand / Equities

Thai Strategy Update: Turning into safe mode

January 23, 2020
Thai Strategy Update: Turning into safe mode

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Singapore / Equities

Singapore Market Focus: Stabilising after a wobbly start

January 13, 2020
Singapore Market Focus: Stabilising after a wobbly start

US-Iran geopolitical tensions and Wuhan pneumonia set forth a rocky start for 2020.

Asia / Equities

Regional Equity Strategy: Better Growth Dynamics

January 06, 2020
Regional Equity Strategy: Better Growth Dynamics

Regional equities should carve out a better year ahead as US-China trade tensions ease, monetary policies stay accommodative and focus turns to fiscal support.

Economics Daily

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

Weekly: Pandemic alert

January 24, 2020
Weekly: Pandemic alert

This week’s market developments were typical of a budding pandemic scare.

Global / Growth

Chart of the Week: The march of US renewable energy

January 21, 2020
Chart of the Week: The march of US renewable energy

While a large part of US energy is still coming from petroleum, the role of highly polluting coal has diminished over the years.

China / Growth

China: A mild recovery in sight

January 20, 2020
China: A mild recovery in sight

Real GDP growth stabilized at 6.0% in 4Q19 and brought full-year growth to 6.1% in 2019.

Global / FX, Rates

ECB policy meeting; US curve flattening (again)

January 24, 2020
ECB policy meeting; US curve flattening (again)

ECB starts year-long strategic review. US curve could swing back to steepening.

Global / FX, Rates

Risk aversion around coronavirus; Bank Negara surprise cut

January 23, 2020
Risk aversion around coronavirus; Bank Negara surprise cut

PBOC's policy stance will likely stay supportive to fulfil policy and growth targets. BNM cut could be seen as an insurance cut.

Global / Credit, Rates

The SARS playbook; HK's credit rating downgrade

January 22, 2020
The SARS playbook; HK's credit rating downgrade

We look at how the markets react through the SARS episode. We expect limited impact from HK’s credit rating downgrade.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
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

Asia / Equities

Battered Hong Kong property stocks look cheap

December 12, 2019
Battered Hong Kong property stocks look cheap

Analysts are starting to see a silver lining in valuations

Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

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

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.