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Global / Economics & Strategy

Research Library

May 05, 2021
Research Library

Economics and Macro Strategy

Hong Kong / GDP

Hong Kong: Upward revision of HK outlook

May 04, 2021
Hong Kong: Upward revision of HK outlook

Assuming the border can be gradually re-opened by end of 2Q / early 3Q, the GDP forecast is upward revised from 4.0% to 6.0%.

Global / Economics

DBS Webinar Registration: Navigating the Evolving World of ...

May 04, 2021
DBS Webinar Registration: Navigating the Evolving World of Digital Currencies.

When: 20 May 2021 (Thursday)| 4.00pm - 5.00pm (SGT)

Singapore / Real Estate

Singapore REITs: An opportunity to buy on dips

May 06, 2021
Singapore REITs: An opportunity to buy on dips

We believe the increased volatility expected in the coming weeks amid tightened COVID-19 measures will present investors with an opportunity to buy on dips for quality S-REITs.

Singapore / Real Estate

Singapore REITs: Once bitten, twice shy?

May 03, 2021
Singapore REITs: Once bitten, twice shy?

The tighter COVID-19 measures could hurt S-REITs in the immediate term, but we still view the government’s move positively. Find out why.

Global / Consumer

ETFs in Focus: Riding the global e-commerce wave

May 03, 2021
ETFs in Focus: Riding the global e-commerce wave

E-commerce is still at a nascent growth stage and is projected to grow at a CAGR of 10.5%, from US$4.28tr in 2020 to US$6.39tr in 2024. How can you ride this wave?

Thailand / Equities

Thailand Market: COVID resurgence a risk to recovery

May 06, 2021
Thailand Market: COVID resurgence a risk to recovery

The third wave of COVID-19 infections in Thailand is a key risk to the economy’s recovery. We reveal where investors can find safe harbour.

Singapore / Equity Picks

Singapore Equity Picks

May 06, 2021
Singapore Equity Picks

May shy

Singapore / Stock Pulse

Equity Picks: Increase exposure to SATS

May 06, 2021
Equity Picks: Increase exposure to SATS

For this and other ideas, please check out the Singapore Stock Pulse. Your go-to morning essential that inspires you with investment and trading ideas daily.

Economics Daily

  • Economics
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  • Economics
  • Macro Strategy
Indonesia / GDP

Indonesia: The economy bottoms

May 06, 2021
Indonesia: The economy bottoms

Indonesia’s GDP contracted by -0.7%yoy, in line with our forecast, vs -2.2% in 4Q20. But beyond the quirk of arithmetic base effect, the contraction was substantial.

South Korea / GDP

South Korea Chartbook: Higher growth, stable rates

April 27, 2021
South Korea Chartbook: Higher growth, stable rates

We are revising up the 2021 GDP growth forecast to 3.8% from 2.9%.

Asia / GDP

Macro Insights Weekly: Asia’s house prices perking up

April 26, 2021
Macro Insights Weekly: Asia’s house prices perking up

Low rates, ample liquidity, and some semblance of economic normalisation in parts of Asia are creating room for ample strength in residential property markets.\n.

Asia / Interest Rates

Asia Rates: Bond supply differentials

May 06, 2021
Asia Rates: Bond supply differentials

Relative bond supply pressures can be one significant determinant of relative performance across the Asia rates space.

Singapore / Interest Rate

SGD Rates: Spotting the distortions

May 06, 2021
SGD Rates: Spotting the distortions

There are relative value opportunities amid SGD rates distortions.

Global / Rates,FX

Macro Strategy: India, Singapore, and Covid

May 06, 2021
Macro Strategy: India, Singapore, and Covid

RBI acts, SGD rate opportunities, FX range-bound.

Market Movers

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Developed Markets / Market Newsfeed

News: US stocks wipe out gains

May 06, 2021
News: US stocks wipe out gains

Tech leads losses amid a debate over whether actual price pressures are set to materialise

Asia / Market Newsfeed

News: Traders prepare for muted China open

May 06, 2021
News: Traders prepare for muted China open

Few analysts expect any catalysts to push the key benchmark out of its narrow trading band

Global / Market Newsfeed

News: Oil rally pauses

May 06, 2021
News: Oil rally pauses

Investors weigh rising gasoline supplies

Global / FX Technicals

EUR/JPY: Moving back to trend on a dip

May 05, 2021
EUR/JPY: Moving back to trend on a dip

A short-term breather looks in place

Global / FX Technicals

AUD/NZD: Buying the dip within a range continuation

May 04, 2021
AUD/NZD: Buying the dip within a range continuation

Interest rate differentials appear settling in favour of AUD again

Global / FX Technicals

Silver (XAG/USD): Harvesting to refresh longs on dip

April 28, 2021
Silver (XAG/USD): Harvesting to refresh longs on dip

Unless silver sustains losses under 20.75, the medium-term bullish bias remains intact

Global / CIO Weekly

Further upside for S&P 500 ahead

May 05, 2021
Further upside for S&P 500 ahead

Keep abreast of market moving events with CIO's weekly bulletin

Global / CIO Weekly

Weekly: Assessing earnings and economic outlooks

May 04, 2021
Weekly: Assessing earnings and economic outlooks

Keep abreast of market moving events with CIO's weekly bulletin

US / CIO Perspectives

US corporate earnings poised for upward revision

May 03, 2021
US corporate earnings poised for upward revision

2021 is an earnings growth story for the S&P 500

Featured Publications

Reducing carbon: Why and how

April 29, 2021
Reducing carbon: Why and how

Climate change is a defining challenge. This primer covers the why and how of decarbonisation, which includes reducing carbon emission and capturing/sequestering carbon.

Macro Insights Livestream - April 2021

April 07, 2021
Macro Insights Livestream - April 2021

The race to vaccination.

Yuan recoups all losses since virus outbreak

March 06, 2020
Yuan recoups all losses since virus outbreak

Stimulus expectations and a weaker greenback are supporting the currency