Insights and Analysis

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Thailand / Growth,Fiscal

Thailand chartbook: COVID-19 under control, impact not so

September 24, 2020
Thailand chartbook: COVID-19 under control, impact not so

Thailand’s COVID-19 infections have stabilized allowing domestic activity to mend, but externals-exposed sector stay under pressure.

Global / Economics

The Asia Economist

September 24, 2020
The Asia Economist

The Asia Economist: Nathan Chow and Ma Tieying on China’s bond and currency markets.

China / FX, Bond

China’s onshore bond and FX markets – a primer for foreign ...

September 24, 2020
China’s onshore bond and FX markets – a primer for foreign investors

This primer provides a comprehensive overview of China’s onshore bond and FX markets for foreign investors.

Indonesia / Consumer,Healthcare

COVID-19 accelerating shifts in Indonesian consumer behavio...

September 22, 2020
COVID-19 accelerating shifts in Indonesian consumer behaviour

A survey we conducted showed the pandemic has profoundly changed consumer behaviour in Indonesia. We outline the changes and how companies need to adapt.

Global / Energy

COVID-19 and the energy transition landscape

September 17, 2020
COVID-19 and the energy transition landscape

We believe the COVID-19 hard reset could prove to be the catalyst for oil majors to pump more capital into renewables to transition beyond petroleum.

Hong Kong / Real Estate

COVID-19 changing HK’s property demand

September 03, 2020
COVID-19 changing HK’s property demand

The pandemic is bringing structural change to Hong Kong’s property market over the long term. We take a look at its impact across the different segments.

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
Global / Debt, FX, GDP, Rates

Macro Insights Weekly: A world of debt

September 21, 2020
Macro Insights Weekly: A world of debt

Record low rates and safe-haven investment demand will likely keep most governments’ finances under control despite sharp pandemic-related increase in deficits and debts. But risks remain.

Indonesia / Interest Rates

Indonesia: Monetary policy walks a tightrope

September 18, 2020
Indonesia: Monetary policy walks a tightrope

Bank Indonesia extended its pause on rates for a second consecutive month.

China / GDP

China: A more balanced recovery from August data

September 15, 2020
China: A more balanced recovery from August data

August data showed that the economic recovery made more headway.

Global / FX

FX Daily: USD breaks out

September 24, 2020
FX Daily: USD breaks out

USD tone is firm but a shallow correction is possible after a three-day rally

Global / Rates,FX

Macro Strategy: Thai monetary policy; USD breaks out

September 24, 2020
Macro Strategy: Thai monetary policy; USD breaks out

BOT on hold, USD on the move higher

Global / Rates,FX

Macro Strategy: PBOC’s liquidity strategy; USD’s fundamenta...

September 23, 2020
Macro Strategy: PBOC’s liquidity strategy; USD’s fundamental support

PBOC addresses tightness; USD gains traction.

Market Movers

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

CADANGAN DEVISA INDONESIA BULAN AGUSTUS USD 137 MILLIAR MER...

September 08, 2020
CADANGAN DEVISA INDONESIA BULAN AGUSTUS USD 137 MILLIAR MERUPAKAN REKOR TERTINGGI

OVERVIEW\n\nCadangan devisa Indonesia bulan Agustus USD 137 miliar mencatatkan rekor tertinggi.\nPerdana Menteri Inggris Boris Johnson memberikan tantangan baru terhadap proses Brexit.\nOlimpiade Tok...

Indonesia / Economic news

IDR MENGUAT SETELAH PEMERINTAH MENENTANG PEMBENTUKAN DEWAN ...

September 07, 2020
IDR MENGUAT SETELAH PEMERINTAH MENENTANG PEMBENTUKAN DEWAN MONETER, CHINA MEMPERCEPAT REFORMASI PEMB

OVERVIEW\n\nPemerintah Indonesia tidak menyetujui proposal pendirian dewan moneter,\nArus dana asing terus mengalir ke pasar saham India dengan pertaruhan adanya pemulihan ekonomi,\nPemerintah China ...

Indonesia / Global

BI BEKERJASAMA DENGAN JEPANG MENGENAI PENGGUNAAN MATA UANG ...

September 01, 2020
BI BEKERJASAMA DENGAN JEPANG MENGENAI PENGGUNAAN MATA UANG LOKAL DALAM TRANSAKSI PERDAGANGAN, INDIA

DATA EKONOMI HARI INI\n\nAustralia, data AiG Perf of Mfg Index, building approvals, BoP current account balance 2Q, RBA cash rate target, dan commodity index SDR \nIndonesia, data markit Indonesia PM...

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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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

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.