Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Global / Economics & Strategy

Research Library

October 23, 2019
Research Library

Economics and Macro Strategy

China / Growth

China: How far can consumption drive the economy?

October 21, 2019
China: How far can consumption drive the economy?

China’s GDP growth edged down from 6.2% YoY in 2Q to 6.0% YoY in 3Q, in line with our forecast.

Europe / Growth

Eurozone Chartbook: Slippery growth seeks fiscal support

October 10, 2019
Eurozone Chartbook: Slippery growth seeks fiscal support

Domestic demand is faring better but spillover from weak manufacturing and exports is a concern. Considering domestic and external risks, we trim our growth forecasts.

Singapore / Financials

Singapore Banks: NIM pressures likely to kick in

October 23, 2019
Singapore Banks: NIM pressures likely to kick in

Neutral outlook on Singapore banks despite downside risks on NIMs given lower interest rates.

Indonesia / Real Estate

Indonesia Construction: Looking more attractive

October 22, 2019
Indonesia Construction: Looking more attractive

Relocation of capital city from Jakarta to East Kalimantan spells opportunities for Indonesia’s infrastructure and construction players.

China / Financials

China Insurance Sector: Eyeing long-term growth

October 22, 2019
China Insurance Sector: Eyeing long-term growth

Chinese government policy relaxation set to open doors for more foreign participants in the local insurance sector.

Malaysia / Equities

Malaysian Budget 2020: Sustaining economic growth

October 13, 2019
Malaysian Budget 2020: Sustaining economic growth

Digital economy the bedrock of Malaysia Budget 2020 as government looks to enhance national competitiveness and productivity in face of volatile macroeconomic outlook.

Thailand / Equities

Monthly Strategy: Prefer defensive and yield plays

October 08, 2019
Monthly Strategy: Prefer defensive and yield plays

Thai economy slowed as GDP dipped to 2.3% in 2Q19 from 2.8% in 1Q19. Investors advised to stay with defensive names and high yield plays.

China / Equities

Monthly Market Pulse: IPO activities resume despite ongoing...

October 04, 2019
Monthly Market Pulse: IPO activities resume despite ongoing challenges

Civil unrest in HK adds to challenging relationship stemming from US-China trade war. Investors advised to focus on defensive names and those that offer secular growth opportunities.

Economics Daily

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

Notes from IMF Meetings: Settling for a low normal

October 21, 2019
Notes from IMF Meetings: Settling for a low normal

Concerns about slowing world economy and geopolitical risks notwithstanding, the corridors of IMF were alarm-free.

Asia / Monetary

Chart of the Week: China diversifies foreign reserves

October 21, 2019
Chart of the Week: China diversifies foreign reserves

China’s holdings of US Treasury securities declined for the second consecutive month to USD1.1tn in August. Meanwhile, its official gold reserves rose to a record 1942 tons in October.

Asia / Inflation

Weekly: Watch out, inflation has bottomed

October 18, 2019
Weekly: Watch out, inflation has bottomed

Amid flattening yield curves, recession worries, negative policy rates, and geopolitical tensions, the trough in global inflation dynamic has been largely ignored. Is such complacency justified?

Global / FX, Rates

Brexit brinksmanship derails GBP rally; IDR positive

October 23, 2019
Brexit brinksmanship derails GBP rally; IDR positive

GBP derailed by Brexit brinksmanship. IDR supported by political positivity.

Global / FX, Rates

Bund underperformance; ST SGD rates drift lower; Chilean pe...

October 22, 2019
Bund underperformance; ST SGD rates drift lower; Chilean peso not stirred by protests

Further Bund underperformance ahead. The Sibor looks elevated. Chilean protests hit peso.

Global / FX

Trade and Brexit deals on hold

October 21, 2019
Trade and Brexit deals on hold

A Brexit deal is still elusive. A stable bias has emerged for the CNY

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

Indonesia / Asia Insight

Asian Insight

March 06, 2019
Asian Insight

. .

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

Asia / Insights

Stay ahead with DBS Asian Insights

January 01, 2014
Stay ahead with DBS Asian Insights

With a hundred-strong team of economists and analysts across Asia, you can rely on our unparalleled on-the-ground knowledge to keep you in step with the latest economic activity, government policy, m...

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

Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

Asia / Consumer

Ride Sharing: Profitable or not?

May 27, 2019
Ride Sharing: Profitable or not?

Our analysts took a deep dive into the ride sharing business model, and identified scale and dominance as key profitability drivers. But what does that mean for smaller operators?

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.