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Global / Economics & Strategy

Research Library

February 20, 2020
Research Library

Economics and Macro Strategy

Singapore / Fiscal

Singapore: A robust fiscal response

February 19, 2020
Singapore: A robust fiscal response

The government delivered a robust response to the Covid-19 outbreak and introduced a record budget deficit of SGD 10.95bn (2.1% of nominal GDP).

China / Growth

China Chartbook: Understanding the impact of COVID-19 in 10...

February 18, 2020
China Chartbook: Understanding the impact of COVID-19 in 10 charts

This chartbook illustrates how the coronavirus could affect China’s economy and beyond.

China / Technology

China Technology Sector: Updated COVID-19 impact on smartph...

February 21, 2020
China Technology Sector: Updated COVID-19 impact on smartphone supply chain

Labour, logistics, raw material supplies and estimated capacity loss remain top of mind issues for Chinese technology companies COVID-19 rages on.

Asia / Commodities

Regional Steel: The Covid-19 effect

February 20, 2020
Regional Steel: The Covid-19 effect

Delayed construction activities to hit Rebar demand in 1Q20, as operating rates in Chinese manufacturing sector plunge on the back of Covid-19.

China / Real Estate

China Property Management: Amplifying the value of quality ...

February 18, 2020
China Property Management: Amplifying the value of quality services

Covid-19 set to impact property companies negatively as expectations for incremental costs and business impact grows.

Singapore / Equities

Singapore Budget 2020: Relief, Resilience, Recovery

February 19, 2020
Singapore Budget 2020: Relief, Resilience, Recovery

Generous Budget 2020 announced by the Singapore government serves as a ballast for the economy as it grapples with Covid-19.

Hong Kong / Equities

Hong Kong Market Strategy: Approaching the turning point

February 19, 2020
Hong Kong Market Strategy: Approaching the turning point

Oversold sectors expected to outperform as the global economy moves to recovery stage as new confirmed Covid-19 cases drop steadily.

Indonesia / Equity Picks

Indonesia Equity Picks

February 18, 2020
Indonesia Equity Picks

What a start for the Indonesia equity market in 2020.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / Monetary

China: LPR cut delivered; more in the pipeline

February 20, 2020
China: LPR cut delivered; more in the pipeline

The PBOC cut its one-year loan prime rate to 4.05% from 4.15%.

South Korea / Growth

South Korea: Reassessing growth and policy outlook

February 18, 2020
South Korea: Reassessing growth and policy outlook

The recent outbreak of COVID-19 would interrupt the cyclical recovery in South Korea. We are revising down GDP growth forecast to 2.2% from 2.4% for 2020.

Global / Growth

Macro Insights Weekly: Understanding markets’ resilience to...

February 17, 2020
Macro Insights Weekly: Understanding markets’ resilience to Covid-19

After some initial hiccups, global markets have been remarkably stoic through the Covid-19 outbreak. Strong USD and weak oil prices could however undermine global trade and investment.

Global / FX, Rates, Credit

Growth worries in US Treasuries, KRW weak on possible easin...

February 21, 2020
Growth worries in US Treasuries, KRW weak on possible easing, China credit stable but not firm

30Y UST yield below 2% on growth worries. KRW weakened ahead of possible BOK easing. China credit stable but not firm.

Global / FX, Rates

JPY moves into a weaker range; PHP interest rates likely to...

February 20, 2020
JPY moves into a weaker range; PHP interest rates likely to stay rich

The Japanese yen has become the latest victim to recession risks. Despite rich valuations, we don't see any near-term triggers/catalysts for PHP rates to cheapen.

India / Economics

Climate change: Evading the 'Too late, too costly' trap

February 20, 2020
Climate change: Evading the 'Too late, too costly' trap

A new crop of rational, well-groomed climate skeptics is pushing a persuasive brand of defeatism that the world cannot afford.

Market Movers

  • Daily Digest
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  • Daily Digest
  • Weekly Insights
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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

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

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.

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

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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.