Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Global / Economics & Strategy

Research Library

May 06, 2021
Research Library

Economics and Macro Strategy

Global / Economics & Strategy

Macro Insights Livestream - May 2021

May 05, 2021
Macro Insights Livestream - May 2021

Covid cross-currents.

Hong Kong / GDP

Hong Kong: Upward revision of HK outlook

May 04, 2021
Hong Kong: Upward revision of HK outlook

Assuming the border can be gradually re-opened by end of 2Q / early 3Q, the GDP forecast is upward revised from 4.0% to 6.0%.

Singapore / Financial Wellness

No storm lasts forever: Preparing for the next crisis

March 24, 2021
No storm lasts forever: Preparing for the next crisis

The COVID-19 pandemic impacted many financially but as the economy recovers, have fates changed?

Singapore / Financials

No storm lasts forever: Impact of COVID-19 on financial wel...

March 02, 2021
No storm lasts forever: Impact of COVID-19 on financial wellness

Although Singapore’s economy is now at a turning point, our analysis shows there are still segments of society where assistance is crucial to help tide them through this crisis.

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.

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
Indonesia / GDP

Indonesia: The economy bottoms

May 06, 2021
Indonesia: The economy bottoms

Indonesia’s GDP contracted by -0.7%yoy, in line with our forecast, vs -2.2% in 4Q20. But beyond the quirk of arithmetic base effect, the contraction was substantial.

South Korea / GDP

South Korea Chartbook: Higher growth, stable rates

April 27, 2021
South Korea Chartbook: Higher growth, stable rates

We are revising up the 2021 GDP growth forecast to 3.8% from 2.9%.

Asia / GDP

Macro Insights Weekly: Asia’s house prices perking up

April 26, 2021
Macro Insights Weekly: Asia’s house prices perking up

Low rates, ample liquidity, and some semblance of economic normalisation in parts of Asia are creating room for ample strength in residential property markets.\n.

Global / Credit,FX

Macro Strategy: Credit risks percolating; US jobs and USD

May 07, 2021
Macro Strategy: Credit risks percolating; US jobs and USD

Complacency risks.

Global / FX

FX Daily: US jobs to surprise; BOE disappointed

May 07, 2021
FX Daily: US jobs to surprise; BOE disappointed

US warns of market risks; RBA and BOE pushed back taper talks.

Global / Credit

Credit: Guarding against complacency

May 07, 2021
Credit: Guarding against complacency

India at risk of under-reacting to Covid-19 resurgence

Market Movers

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

PENAWARAN LELANG SUN DI IDR 52,7 TRILIUN, KENAIKAN PAJAK AM...

April 28, 2021
PENAWARAN LELANG SUN DI IDR 52,7 TRILIUN, KENAIKAN PAJAK AMERIKA MENCAKUP PEMBERHENTIAN INSENTIF PRO

Pemerintah Indonesia menerima penawaran pada lelang Surat Utang Negara (SUN) sebesar IDR 52,7 triliun.\nPemerintah Indonesia akan memberikan insentif pada perusahaan di sektor ritel.\nRencana kenaika...

Indonesia / Economic news

PAJAK PENGHASILAN FINAL UNTUK BUNGA OBLIGASI DITURUNKAN KE ...

April 14, 2021
PAJAK PENGHASILAN FINAL UNTUK BUNGA OBLIGASI DITURUNKAN KE 10%, INFLASI AMERIKA BULAN MARET DI 2,6%

Indonesia menurunkan Pajak Penghasilan (PPh) final untuk penghasilan bunga obligasi menjadi 10%.\nIndonesia akan tetap menggunakan vaksin covid-19 buatan Sinovac dan AstraZeneca untuk program vaksina...

Indonesia / Economic news

LELANG OBLIGASI MENCATATKAN PENJUALAN TERKECIL SEJAK 2016, ...

March 31, 2021
LELANG OBLIGASI MENCATATKAN PENJUALAN TERKECIL SEJAK 2016, JOE BIDEN AKAN MENYAMPAIKAN DETAIL ANGGAR

Pada lelang kemarin, pemerintah menjual obligasi domestik dengan nominal terkecil sejak 2016 di IDR 4,75 triliun.\nIndonesia menargetkan rancangan undang-undang energi terbarukan dapat lolos proses l...

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.

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

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

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

Reducing carbon: Why and how

April 29, 2021
Reducing carbon: Why and how

Climate change is a defining challenge. This primer covers the why and how of decarbonisation, which includes reducing carbon emission and capturing/sequestering carbon.

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.