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Global / Economics & Strategy

Research Library

November 20, 2019
Research Library

Economics and Macro Strategy

Singapore / Growth

Singapore outlook 2020: Getting out of the woods

November 18, 2019
Singapore outlook 2020: Getting out of the woods

A trough in the growth cycle is in the making, with outlook expected to improve gradually. GDP growth is expected to register 1.4% in 2020 while inflation should remain manageable at 1.1% next year.

China / Growth

China 2020 – A Better Year Ahead

November 11, 2019
China 2020 – A Better Year Ahead

China’s GDP growth will moderate to 5.8% next year, slower than the 6.1% forecast for 2019. Intensified policy support is a necessity to buttress the economy.

China / Consumer

China Auto Sector: Signs of bottoming out

November 14, 2019
China Auto Sector: Signs of bottoming out

The vehicle market is showing signs of bottoming out as recent passenger vehicle retail sales was down, but we expect vehicle sales to gradually improve in November and December.

China / Real Estate

China Property Sector: Recent correction creates entry poin...

November 14, 2019
China Property Sector: Recent correction creates entry points

Recent residential property sales y-o-y growth has accelerated, led mainly by a combination of largely steady growth in residential GFA sold and a pickup in residential ASP growth.

Singapore / Financials

Singapore Banks: A resilient quarter

November 12, 2019
Singapore Banks: A resilient quarter

Non-interest income shows strength; NIM expected to decline from hereon.

Indonesia / Equities

Indonesia Monthly Strategy: Less stormy ahead

November 14, 2019
Indonesia Monthly Strategy: Less stormy ahead

Equity looks attractive with 10-yr government bond yield droppingbelow 7%. However, 2019 earnings growth continues to be revised down.

Thailand / Equities

Monthly Strategy : Further earnings cut likely

November 08, 2019
Monthly Strategy : Further earnings cut likely

Thailand’s 3Q19 growth likely to disappoint with contractions in the manufacturing sector deepening and domestic demand slowly sharply.

Hong Kong / Equities

Monthly Market Pulse: Back on track

November 06, 2019
Monthly Market Pulse: Back on track

US-China trade war détente bodes well for equity markets as HSI rebounded 6.5% from recent lows, reflecting investors’ returning risk appetite.

Economics Daily

  • Economics
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Asia / Growth, Equities

Chart of the Week: Asia’s softened equity markets

November 18, 2019
Chart of the Week: Asia’s softened equity markets

Level of equity prices is by no means low, there is a tell-tale lack of exuberance in the markets.

Asia / Equity, Property

Weekly: Asia’s softened property and equity markets

November 15, 2019
Weekly: Asia’s softened property and equity markets

Economic slowdown and geopolitical uncertainties have taken a large amount of froth out of Asia’s property and equity markets in recent years.

China / Growth

China: Sub-6% growth ahead

November 14, 2019
China: Sub-6% growth ahead

GDP growth will slow further to 5.8% in 4Q19 and result in a full-year of 6.1% this year.

Global / FX, Rates

PBoC steps up efforts to fight slowdown; Stay constructive ...

November 19, 2019
PBoC steps up efforts to fight slowdown; Stay constructive on RPGBs

China's loan prime rate will likely be lowered by 5-10bps on November 20 followed by more cuts in the coming months. We like that RPGBs have low sensitivities to the trajectory of US-China.

Global / FX, Rates

Headwinds for SGS; China liquidity and credit

November 19, 2019
Headwinds for SGS; China liquidity and credit

The issuance calendar is challening for longer-term SGS. Chinese credit faces confluence of liquidity and leverage risks.

Global / FX, Rates

Staying neutral this week

November 18, 2019
Staying neutral this week

USD interest rates are about appropriate at current levels. Exchange rates are range-bound in the quiet week ahead.

Market Movers

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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

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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

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.