Insights and Analysis

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Global / Economics & Strategy

Research Library

April 02, 2020
Research Library

Economics and Macro Strategy

Asia / GDP, Monetary

South Korea & Taiwan: Assessing credit risks

March 31, 2020
South Korea & Taiwan: Assessing credit risks

We assess potential credit risks in South Korea and Taiwan, given the intensifying COVID-19 pandemic and mounting stress in global financial markets.

Global / Economics

Kopi time with Taimur Baig

March 31, 2020
Kopi time with Taimur Baig

E06 Simon Tay on Singapore, China, US, and Asean

Singapore / Real Estate

Singapore Retail REITs in for a rough ride

April 02, 2020
Singapore Retail REITs in for a rough ride

We turn cautious on the retail S-REIT sector in view of unprecedented tightening measures introduced by the government.

Singapore / Communication

Singapore Telecom Sector: TPG’s commercial launch after a l...

April 01, 2020
Singapore Telecom Sector: TPG’s commercial launch after a long wait

TPG has finally unveiled its SIM-only plan for its commercial launch. How will this impact other Singapore telco players?

Singapore / Technology

Singapore Technology: Reality bytes

April 01, 2020
Singapore Technology: Reality bytes

The COVID-19 pandemic has hit the business world at an unprecedented scale and speed, and the tech sector is not spared. But there is one segment that looks more resilient than the rest.

Singapore / Strategy

Singapore Market Focus: Easter Bunny gets stay-home notice

March 31, 2020
Singapore Market Focus: Easter Bunny gets stay-home notice

Virus and global recession fears return after last week’s sharp market rebound. We expect the STI to be range bound from 2,300 to 2,600 in the month ahead.

Singapore / Strategy

Singapore Supplementary Budget: Unprecedented anti-viral bo...

March 27, 2020
Singapore Supplementary Budget: Unprecedented anti-viral boost

Dipping into reserves for an unprecedented relief package.

Hong Kong / Equities

Hong Kong Market Strategy: Is now the time to enter?

March 25, 2020
Hong Kong Market Strategy: Is now the time to enter?

The Hang Seng Index has rebounded off recent lows but we believe the market has yet to find a true bottom.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Economics

DBS Macro insights – Global shutdown and policy response

March 31, 2020
DBS Macro insights  – Global shutdown and policy response

The ongoing COVID-19 outbreak and a Russia-Saudi Arabia war of attrition over oil have tipped the global economy into a rapidly deepening recession.

Malaysia / GDP

Bold fiscal response to counter Covid-19

March 30, 2020
Bold fiscal response to counter Covid-19

The economy is headed into a recession amid impact of the Covid-19 outbreak. In response, the economy has put forth a bold fiscal plan to cushion the economy.

Global / Monetary, Growth

Macro Insights Weekly: Funding the fight against Covid-19

March 30, 2020
Macro Insights Weekly: Funding the fight against Covid-19

From seismic monetary action to unprecedented fiscal packages, global policy makers are on an all-out offensive to soften the blow from Covid-19.

Global / FX, Rates

Nervousness returns to currencies; EU-wide measures in trai

April 02, 2020
Nervousness returns to currencies; EU-wide measures in train

Currencies are nervous again and EU still needs more region-wide policy responses.

Global / FX, Rates

FX to consolidate in 2Q; 10Y bond yields still high in Asia

April 01, 2020
FX to consolidate in 2Q; 10Y bond yields still high in Asia

Lessons from 1Q paving way for consolidation in 2Q.10Y Asian bond yields are still high despite rate cuts and liquidity supports.

Global / FX, Rates

SGD outperformance; PBOC easing; Indian bonds

March 31, 2020
SGD outperformance; PBOC easing; Indian bonds

The market ignored priced-in MAS easing. PBOC redoubles efforts to stabilize economy. Part of India bonds freed up fully for foreign investors.

Market Movers

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

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

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.

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

Global / CIO Insights

4Q18: Window of Opportunity

September 26, 2018
4Q18: Window of Opportunity

DBS Chief Investment Officer Hou Wey Fook addresses questions on the US bull run, whether US equities are an "overcrowded" trade, and the sold-down China market in 4Q18

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.