With decreasing numbers of domestic infections, policymakers are scrambling to revitalise the economy.
Economics and Macro Strategy
We assess potential credit risks in South Korea and Taiwan, given the intensifying COVID-19 pandemic and mounting stress in global financial markets.
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.
Competition in the Java region continues to be intense due to aggressive pricing.
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.
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.
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-listed REITs have come under pressure of late, but we believe it may be safe to hide in S-REITs ETFs. Find out why.
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.
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.
From seismic monetary action to unprecedented fiscal packages, global policy makers are on an all-out offensive to soften the blow from Covid-19.
Refinancing risks rise for Chinese USD bonds. Fed’s balance sheet expands amidst new measures.
Lessons from 1Q paving way for consolidation in 2Q.10Y Asian bond yields are still high despite rate cuts and liquidity supports.
The market ignored priced-in MAS easing. PBOC redoubles efforts to stabilize economy. Part of India bonds freed up fully for foreign investors.
The coronavirus shutdown cripples the economy
Wealth Dailies rounds up overnight markets with Market Newsfeed, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack
Wealth Dailies rounds up overnight markets with Market Snapshot, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack
New regulation announced by Indonesian authorities seeks to improve efficiency of the country’s universal insurance programme.
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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
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
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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.
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 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.