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Global / Economics & Strategy

Research Library

January 20, 2020
Research Library

Economics and Macro Strategy

Global / Fiscal

Ten Economics Themes for 2020

January 20, 2020
Ten Economics Themes for 2020

Ample liquidity, low rates, tech cycle trough, relaxed fiscal, and a trade war détente are helping the outlook. Potential spoilers: civil unrest, cyber-attacks, climate, pandemics, geopolitics.

India / Fiscal, Rates

India Budget Preview: Loosening the purse

January 15, 2020
India Budget Preview: Loosening the purse

Run rate of the FY20 math suggests the 4QFY20 turnaround might be insufficient to contain slippage.

China / Real Estate

China Property Sector: A stable path ahead in 2020

January 20, 2020
China Property Sector: A stable path ahead in 2020

Decent upside expected from China’s property sector on the back of widely anticipated easing policy and good annual results from developers in 2019.

China / Consumer

China Home Appliance Sector: A smart leap

January 20, 2020
China Home Appliance Sector: A smart leap

What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.

Hong Kong / Real Estate

Hong Kong Property Sector: Decentralised offices defensive,...

January 16, 2020
Hong Kong Property Sector: Decentralised offices defensive, suburban malls steady

Fallout from ongoing civil unrest in Hong Kong weighs on local property sector, as growing vacancies drags office rentals in Central.

Singapore / Equities

Singapore Market Focus: Stabilising after a wobbly start

January 13, 2020
Singapore Market Focus: Stabilising after a wobbly start

US-Iran geopolitical tensions and Wuhan pneumonia set forth a rocky start for 2020.

Asia / Equities

Regional Equity Strategy: Better Growth Dynamics

January 06, 2020
Regional Equity Strategy: Better Growth Dynamics

Regional equities should carve out a better year ahead as US-China trade tensions ease, monetary policies stay accommodative and focus turns to fiscal support.

China / Equities

Monthly Market Pulse: Off to a good start

January 06, 2020
Monthly Market Pulse: Off to a good start

Partial trade deal between US and China, coupled with buzzling activity on the HK Stock Exchange, rekindles risk appetite for investors.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / Growth

China: A mild recovery in sight

January 20, 2020
China: A mild recovery in sight

Real GDP growth stabilized at 6.0% in 4Q19 and brought full-year growth to 6.1% in 2019.

Global / Politics, Rates

Weekly: A zero-sum trade deal

January 17, 2020
Weekly: A zero-sum trade deal

Phase 1 trade deal allows US President Trump to assert gains from a zero-sum approach to negotiations.

Taiwan / Growth

China-US trade deal: Neutral impact on Taiwan

January 17, 2020
China-US trade deal: Neutral impact on Taiwan

The US and China formally signed the phase 1 trade deal on January 16. The impact of this deal on Taiwan is expected to be neutral.

Global / FX, Rates

European FX roundup; BOJ meeting preview

January 20, 2020
European FX roundup; BOJ meeting preview

European currencies are weak versus the USD. Pressure for further BOJ easing has reduced.

Global / FX, Rates

Mixed returns after Phase 1 signed; Fed taper on the way?

January 16, 2020
Mixed returns after Phase 1 signed; Fed taper on the way?

FX returns were mixed after the Phase 1 deal. USD liquidity is flush. Watch for Fed taper.

Global / FX, Rates

Phase 1 deal signed; BOK meeting preview

January 16, 2020
Phase 1 deal signed; BOK meeting preview

Optimism on China-US trade deal already reflected in market. BOK is expected to keep rates on hold.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
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

Asia / Equities

Battered Hong Kong property stocks look cheap

December 12, 2019
Battered Hong Kong property stocks look cheap

Analysts are starting to see a silver lining in valuations

Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

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

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

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.