Insights and Analysis

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Global / Economics

Kopi time with Taimur Baig podcast E34

October 30, 2020
Kopi time with Taimur Baig podcast E34

Arvind Subramanian on the US, China, India, development.

India / Economics & Strategy

India’s onshore bond and FX markets: A Primer

October 29, 2020
India’s onshore bond and FX markets: A Primer

India’s domestic bonds are the backbone for the overall securities market. The Indian rupee trading has evolved notably toward a freer float in the past three decades.

Global / Economics

Asia Economist Webinar

October 28, 2020
Asia Economist Webinar

Radhika Rao on investing in India's bonds and FX.

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.

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.

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 / GDP,Growth,FX,Rates

Singapore Chartbook: Recovery is underway but remains uneve

October 28, 2020
Singapore Chartbook: Recovery is underway but remains uneven

The economy is on the mend, but this recovery will remain uneven. Growth performance across sectors will differ considerably.

India / GDP

India: Pandemic curve and data on the mend

October 26, 2020
India: Pandemic curve and data on the mend

On number of counts, India appears to be getting an upper hand on the pandemic curve.

Global / GDP

Macro Insights Weekly: FDI in Asia; fading or still strong?

October 26, 2020
Macro Insights Weekly: FDI in Asia; fading or still strong?

US FDI position in Asia has been improving steadily in recent years. US investment in China has been rising even faster, and it is far from decoupling from its superpower rival.

Global / Credit,FX

Macro Strategy: USD bottomed? US elections and Asian credit

October 30, 2020
Macro Strategy: USD bottomed? US elections and Asian credit

USD surprises and Asian credit hopes

Global / Credit,FX

FX Daily: USD is holding up better-than-expected

October 30, 2020
FX Daily: USD is holding up better-than-expected

A relatively supported USD into the US elections.

Global / FX

FX Daily: A flight to safety into the USD

October 29, 2020
FX Daily: A flight to safety into the USD

Global growth worries turn viral.

Market Movers

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

BI DAN PBOC SEPAKAT MENINGKATKAN PENGGUNAAN MATA UANG LOKAL...

October 07, 2020
BI DAN PBOC SEPAKAT MENINGKATKAN PENGGUNAAN MATA UANG LOKAL DALAM TRANSAKSI PERDAGANGAN & INVESTASI

Bank Indonesia (BI) dan People’s Bank of China (PBoc) sepakat meningkatkan penggunaan mata uang lokal dalam transaksi perdagangan dan investasi.\nPemerintah Indonesia telah menyalurkan dana pem...

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 / 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.