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Global / Economics & Strategy

December Macro Insights Livestream

November 26, 2020
December Macro Insights Livestream

A Bifurcated World, Wednesday, 2nd of December at 4PM

Global / Economics & Strategy

Research Library

November 26, 2020
Research Library

Economics and Macro Strategy

Global / FX, Rates, Credit

2021 Outlook for rates, currency, and credit

November 25, 2020
2021 Outlook for rates, currency, and credit

What lies after a tumultuous 2020 for asset markets, marked by an initial collapse and then a furious 2H rally in rates, credit, and equities?

Thailand / Consumer,Healthcare

Challenges facing Thailand’s tourism sector

November 12, 2020
Challenges facing Thailand’s tourism sector

Thailand is among the top 10 most visited destinations in the world. But all that changed with the COVID-19 outbreak. How can it sustain its pole position in the post-pandemic era?

Asia / Info Technology

Asia Technology: Time for a New Game Plan

November 04, 2020
Asia Technology: Time for a New Game Plan

Several players in e-commerce and ride-hailing industries aspiring to be the next SuperApp in emerging economies, such as India and Indonesia, may need to rethink their ambitions.

Asia / Materials

Nickel and Battery: A Paradigm Shift

October 21, 2020
Nickel and Battery: A Paradigm Shift

Nickel prices could head towards US$20,000/tonne as we expect the market to turn to a deficit from 2021 amid growing demand from the electric vehicle sector.

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
Singapore / Growth, FX

Singapore: Recovery is on track

November 23, 2020
Singapore: Recovery is on track

Third quarter GDP figures released today has further reinforced the view that recovery is underway.

Global / Economics & Strategy

Macro Insights Weekly: Chinese vaccines

November 23, 2020
Macro Insights Weekly: Chinese vaccines

Global news headlines have been dominated by vaccine-trial progress in the West, considerable runway has also been covered by several Chinese firms.

Singapore / Interest Rate

SGD Rates: Movements of 5Y SGS, SOR and SORA

November 19, 2020
SGD Rates: Movements of 5Y SGS, SOR and SORA

For the 5Y tenor, SGS-swap spread of -4bps does not look stretched by any measure.

Global / FX,Rates

Macro Strategy: ECB and euro; PBOC policy

November 27, 2020
Macro Strategy: ECB and euro; PBOC policy

Further EUR strength discouraged; China curve higher but not steeper

Global / FX

FX Daily: Multi-year tight financial conditions in EU do no...

November 27, 2020
FX Daily: Multi-year tight financial conditions in EU do not need a stronger EUR

Further EUR strength discouraged

Global / FX

FX Daily: Global rally cooled on profit-taking

November 26, 2020
FX Daily: Global rally cooled on profit-taking

A much-deserved rest into the Thanksgiving weekend

Market Movers

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

BANK INDONESIA FOKUS TERHADAP PERTUMBUHAN SEIRING RENDAHNYA...

November 25, 2020
BANK INDONESIA FOKUS TERHADAP PERTUMBUHAN SEIRING RENDAHNYA INFLASI, PASAR SAHAM GLOBAL MENCATATKAN

Bank Indonesia fokus pada pertumbuhan perekonomian seiring tingkat inflasi yang masih rendah.\nLembaga Penjamin Simpanan menurunkan suku bunga penjaminan.\nIndeks harga saham global mencatatkan rekor...

Indonesia / Economic news

CADANGAN DEVISA INDONESIA TURUN KE USD 133,7 MILYAR, JOE BI...

November 09, 2020
CADANGAN DEVISA INDONESIA TURUN KE USD 133,7 MILYAR, JOE BIDEN DINYATAKAN TERPILIH SEBAGAI PRESIDEN

Cadangan devisa Indonesia turun ke level USD 133,7 miliar setara dengan 9,7 bulan impor.\nBank Indonesia dan Otoritas Moneter Singapura memperpanjang kesepakatan keuangan bilateral senilai USD 10 mil...

Indonesia / Economic news

OBLIGASI PEMERINTAH INDONESIA MELANJUTKAN PENGUATAN, PERUND...

October 22, 2020
OBLIGASI PEMERINTAH INDONESIA MELANJUTKAN PENGUATAN, PERUNDINGAN PAKET STIMULUS AMERIKA KEMBALI BERL

Obligasi pemerintah Indonesia melanjutkan penguatan dengan foreign inflow sebesar USD 1,02 miliar di sepanjang Oktober.\nIndonesia akan melaksanakan conference call untuk para fixed income investor p...

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

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.