Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
China / GDP

China Chartbook: Work resumption on track, but challenges a...

April 03, 2020
China Chartbook: Work resumption on track, but challenges abound

With decreasing numbers of domestic infections, policymakers are scrambling to revitalise the economy.

Global / Economics & Strategy

Research Library

April 03, 2020
Research Library

Economics and Macro Strategy

Asia / GDP, Monetary

South Korea & Taiwan: Assessing credit risks

March 31, 2020
South Korea & Taiwan: Assessing credit risks

We assess potential credit risks in South Korea and Taiwan, given the intensifying COVID-19 pandemic and mounting stress in global financial markets.

Asia / Energy

Is the rally in oil prices sustainable?

April 03, 2020
Is the rally in oil prices sustainable?

Crude oil rallies 25% on Trump’s tweets about the prospect of massive supply cuts. But we do not think prices can be sustained at these levels. Find out why.

Indonesia / Communication

Indonesia Telecom Sector: Potential bargains with resilient...

April 02, 2020
Indonesia Telecom Sector: Potential bargains with resilient prospects

Competition in the Java region continues to be intense due to aggressive pricing.

China / Materials

China Cement Sector: Sales to pick up from an exceptionally...

April 02, 2020
China Cement Sector: Sales to pick up from an exceptionally low season

China’s cement giants delivered good results in 2019. Demand took a hit in February this year due to COVID-19 but we do not think this will persist. Find out why.

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.

Thailand / Equities

Thai Monthly Strategy: Coronavirus-resistant stocks

April 03, 2020
Thai Monthly Strategy: Coronavirus-resistant stocks

The Thai market has tumbled 30% YTD, underperforming regional peers’ 18% drop. This presents an opportunity to pick up oversold stocks that we believe are less affected by COVID-19.

Singapore / Real Estate

Is it safe to hide in S-REITs ETF?

April 02, 2020
Is it safe to hide in S-REITs ETF?

Singapore-listed REITs have come under pressure of late, but we believe it may be safe to hide in S-REITs ETFs. Find out why.

Economics Daily

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

DBS Macro insights – Global shutdown and policy response

March 31, 2020
DBS Macro insights  – Global shutdown and policy response

The ongoing COVID-19 outbreak and a Russia-Saudi Arabia war of attrition over oil have tipped the global economy into a rapidly deepening recession.

Malaysia / GDP

Bold fiscal response to counter Covid-19

March 30, 2020
Bold fiscal response to counter Covid-19

The economy is headed into a recession amid impact of the Covid-19 outbreak. In response, the economy has put forth a bold fiscal plan to cushion the economy.

Global / Monetary, Growth

Macro Insights Weekly: Funding the fight against Covid-19

March 30, 2020
Macro Insights Weekly: Funding the fight against Covid-19

From seismic monetary action to unprecedented fiscal packages, global policy makers are on an all-out offensive to soften the blow from Covid-19.

Global / FX,Rates

Macro Strategy: Refinancing concern for Chinese USD bonds; ...

April 03, 2020
Macro Strategy: Refinancing concern for Chinese USD bonds; Sharp expansion of Fed balance sheet

Refinancing risks rise for Chinese USD bonds. Fed’s balance sheet expands amidst new measures.

Global / FX, Rates

FX to consolidate in 2Q; 10Y bond yields still high in Asia

April 01, 2020
FX to consolidate in 2Q; 10Y bond yields still high in Asia

Lessons from 1Q paving way for consolidation in 2Q.10Y Asian bond yields are still high despite rate cuts and liquidity supports.

Global / FX, Rates

SGD outperformance; PBOC easing; Indian bonds

March 31, 2020
SGD outperformance; PBOC easing; Indian bonds

The market ignored priced-in MAS easing. PBOC redoubles efforts to stabilize economy. Part of India bonds freed up fully for foreign investors.

Market Movers

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

Hong Kong to see first ever back-to-back recession

February 19, 2020
Hong Kong to see first ever back-to-back recession

The coronavirus shutdown cripples the economy

Global / Wealth Dailies

Stocks jostle with economic fallout from virus

February 19, 2020
Stocks jostle with economic fallout from virus

Wealth Dailies rounds up overnight markets with Market Newsfeed, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack

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

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

. .

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.