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Global / Economics

Kopi time with Taimur Baig podcast E20

July 08, 2020
Kopi time with Taimur Baig podcast E20

ECB’s Paul Hiebert on the intersection of financial stability and climate risk.

Taiwan / GDP

Understanding Taiwan: Post-pandemic tech opportunities and ...

July 07, 2020
Understanding Taiwan: Post-pandemic tech opportunities and some complications

Taiwan is well positioned to benefit from the post-pandemic tech opportunities. But tech protectionism and nationalism also imply challenges.

Global / Economics

DBS Macro Insights Livestream

July 07, 2020
DBS Macro Insights Livestream

What's next in the Covid-19 saga?

US / Real Estate

Many positives going for US Office S-REITs

June 23, 2020
Many positives going for US Office S-REITs

Despite uncertainties arising from the lockdown in the US, the operational metrics of US Office S-REITs have remained healthy. And we see more positive ahead for the sector.

Thailand / Financials

Regulatory risks to rise for Thai banks

June 22, 2020
Regulatory risks to rise for Thai banks

The new relief measures announced by the Bank of Thailand to help retail debtors have, in our view, heightened the regulatory risks for the country’s banking sector.

Asia / Energy

Oil price optimism is back

June 03, 2020
Oil price optimism is back

We have raised our 2020 oil price forecast as we see demand trends improving with the gradual re-opening of economies worldwide in May.

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.

Malaysia / Strategy

Malaysia Strategy: Facing the perfect storm

April 03, 2020
Malaysia Strategy: Facing the perfect storm

Given Malaysia’s mounting economic woes, we reiterate our defensive strategy and advise investors to keep to fundamentally strong companies with the means to tide over this challenging time.

Economics Daily

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

Macro Insights Weekly: A sustainable rebound?

July 06, 2020
Macro Insights Weekly: A sustainable rebound?

Global economic dataflow is improving. As lockdowns ease, consumer confidence is rising, temporary layoffs are ending, and personal consumption is picking up, causing manufacturing to climb.

India / Current Account

India rates: Counting on domestic buyers

June 29, 2020
India rates: Counting on domestic buyers

Despite a sizable budget deficit for FY21, yields are likely to be capped.

Global / GDP

Macro Insights Weekly - Managing Covid-19; what’s next?

June 29, 2020
Macro Insights Weekly - Managing Covid-19; what’s next?

Covid-19 is not going away, but large fiscal and monetary support measures have already been in place for several months. Now what?

Global / FX,Equities

Macro Strategy: US stock market and FX; reviewing China’s A...

July 08, 2020
Macro Strategy: US stock market and FX; reviewing China’s A-share run

A closer look at how US equities affect commodity currencies.China A-share market extends robust rally

Global / FX

FX Daily: US stock market and FX

July 08, 2020
FX Daily: US stock market and FX

Another 2% fall in Dow will pull AUD and NZD below 0.69 and 0.65 respectively

Global / FX

FX Daily: China’s bullish momentum

July 07, 2020
FX Daily: China’s bullish momentum

CNY and AUD a tad rich around 7.00 and 0.70 respectively.

Market Movers

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  • Weekly Insights
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  • Weekly Insights
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Indonesia / market outlook

DATA EKONOMI MENUNJUKAN PERBAIKAN, CINA MENERAPKAN UNDANG-U...

July 07, 2020
DATA EKONOMI MENUNJUKAN PERBAIKAN, CINA MENERAPKAN UNDANG-UNDANG KEAMANAN BARU

Indonesia berusaha menarik perhatian investor asing yang ingin merelokasi usahanya dari Cina.\nBursa saham Amerika menutup kuartal ke dua tahun 2020 dengan mencatatkan penguatan tertinggi sejak tahun...

Indonesia / market outlook

Markets remain driven by economic optimism

June 09, 2020
Markets remain driven by economic optimism

Global: News: US stocks extend rally as optimism continues\nOne-liner: Gold and Treasuries slump as investors turn away from havens\n\nAsia: News: Slump in China’s government bonds set to deepe...

Asia / Market Newsfeed

News: Hong Kong property market remains resilient

June 08, 2020
News: Hong Kong property market remains resilient

China's security bill has not slowed down the world's most expensive real estate market

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.