Insights and Analysis

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Global / Economics & Strategy

Research Library

December 10, 2019
Research Library

Economics and Macro Strategy

Global / Econ,FX,Rates,Credit

DBS Annual Chartbook: 2020 in 72 charts

December 09, 2019
DBS Annual Chartbook: 2020 in 72 charts

Economic slowdown is on the cards, but central banks worldwide stand ready to keep the punch bowl of liquidity full for the markets. Watch out for a range of geopolitical and social risks.

Global / Econ,FX,Rates,Credit

DBS 2020 Outlook: Beyond Economics

December 02, 2019
DBS 2020 Outlook: Beyond Economics

Elections, populism, civic unrest, climate change, geopolitics, cyber security, and great power rivalry; these factors will compete with economic data to drive market sentiments in 2020.

China / Consumer

China Catering Sector: Blue Skies

December 06, 2019
China Catering Sector: Blue Skies

Our analysts took a deep dive exploring how China’s restaurant and catering business environment has evolved over the years as the country’s economy leapfrogged forward.

Asia / Basic Materials

Steel: Mild improvement in 2020

December 06, 2019
Steel: Mild improvement in 2020

Profitability of steel sector expected to improve marginally in 2020 on lower iron ore prices backed by operational normalisation in Vale.

Singapore / Real Estate

Singapore Office: A store of value

December 04, 2019
Singapore Office: A store of value

Robinson Centre reportedly close to being sold for c. S$340 million to ARA private fund, further enforcing robust demand for office space in Singapore’s CBD.

Singapore / Stock Pulse

Value seekers can consider Hong Kong Land

December 12, 2019
Value seekers can consider Hong Kong Land

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.

Singapore / Equities

Singapore Equity Picks

December 11, 2019
Singapore Equity Picks

The benchmark Straits Times Index (STI) rose 3% since our 16 October update buoyed by optimism of an upcoming ‘Phase 1’ US-China trade deal and that the worst of the economic slowdown has...

Singapore / Stock Pulse

Genting underpinned by attractive valuation, strong tourist...

December 11, 2019
Genting underpinned by attractive valuation, strong tourist arrivals

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
  • Macro Strategy
  • Economics
  • Macro Strategy
Asia / Inflation

Weekly: Inflation not quite innocuous

December 06, 2019
Weekly: Inflation not quite innocuous

Markets are by and large looking through the pick-up in food price inflation in China and India.

Global / Economics & Strategy

2020 Outlook: Beyond Economics

December 04, 2019
2020 Outlook: Beyond Economics

A four-minute video on the key macro themes for 2020

Global / Economics

DBS Macro Insights Livestream - 2020 Outlook: Beyond Econom...

December 04, 2019
DBS Macro Insights Livestream - 2020 Outlook: Beyond Economics

Elections, populism, civic unrest, climate change, geopolitics, cyber security, and great power rivalry; these factors will compete with economic data to drive market sentiments in 2020

Global / FX, Rates

Fed paves the ground for predictability

December 12, 2019
Fed paves the ground for predictability

Stable Fed policy through 2020.

Global / FX, Rates

Race tightens for UK elections; China's high inflation

December 11, 2019
Race tightens for UK elections; China's high inflation

Tightening UK elections. China CPI at levels not seen since 2011.

Global / FX, Rates

Lower Asian FX volatility seen; CGBs not a good hedge

December 10, 2019
Lower Asian FX volatility seen; CGBs not a good hedge

Relative monetary policy set to stay stable, lowering Asian currency volatility. CGBs not a good hedge for Dec 15 scheduled tariffs.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Developed Markets / Equities

Stock bulls bolster their earnings view

December 12, 2019
Stock bulls bolster their earnings view

The NFIB optimism index jumped to a four-month high in November

Global / Commodities

Oil falls to the lowest level in nearly a week

December 12, 2019
Oil falls to the lowest level in nearly a week

US crude and fuel inventories increase

Global / Currencies

South Korea still clings to old-school currency

December 12, 2019
South Korea still clings to old-school currency

It has cast off most of the other trappings of a developing economy over the past decade

Global / Insights

DBS Chief Investment Office Collection 2019

December 12, 2019
DBS Chief Investment Office Collection 2019

The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions

Global / FX Technical

Stay constructive on a pivotal EUR/USD wedge break

December 12, 2019
Stay constructive on a pivotal EUR/USD wedge break

The market is paying attention to improving European macros

Global / FX Technicals

GBP bears are walking on egg shells

December 04, 2019
GBP bears are walking on egg shells

Latest data show a boost in net GBP speculative shorts, adding short-covering pressure

US / CIO Perspectives

Not all Decembers are the same

December 03, 2019
Not all Decembers are the same

The case for rational optimism

Global / CIO Insights

4Q19 Special 2 - Gold: Positive yet uncorrelating

December 02, 2019
4Q19 Special 2 - Gold: Positive yet uncorrelating

A trusted asset for uncertain times

Global / CIO Perspectives

Central banks are turning on the stimulus tap

November 27, 2019
Central banks are turning on the stimulus tap

The return of monetary accommodation underpins our view that global equities will grind higher

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.