Insights and Analysis

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  • Economics
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Asia / GDP

Weekly: China stimulus to the rescue?

February 15, 2019
Weekly: China stimulus to the rescue?

The global market recovery continues unabated despite a string of weak data points out of China, EU, and the US; we think the market is betting on China stimulus to save the day.

Global / Economics & Strategy

Research Library

February 14, 2019
Research Library

Economics and Macro Strategy

Japan / GDP

Three key growth challenges in 2019

February 14, 2019
Three key growth challenges in 2019

The Japanese economy has emerged from the natural disasters last autumn but the return to positive growth has been disappointing. We have trimmed our 2019 GDP growth forecast to 0.7% from 1.0%.

Hong Kong / Real Estate

HK Property Monthly Chart Book: Suburban malls to outperfor

February 14, 2019
HK Property Monthly Chart Book: Suburban malls to outperform

Suburban malls showed better reversionary growth and should continue to outperform prime shopping centres for 2019.

China / Consumer

Food & Beverage Sector: Expect moderation ahead

February 13, 2019
Food & Beverage Sector: Expect moderation ahead

Chinese domestic consumer spending softened following slowdown in macro economic environment and trade war uncertainties. Our top picks include China Mengniu and Nissin Foods.

China / Real Estate

China Property Weekly Digest: A hiccup during CNY holiday

February 12, 2019
China Property Weekly Digest: A hiccup during CNY holiday

Property players with large exposure to Shanghai set to benefit from recently lowered property tax by Shanghai Municipal People’s Government. We prefer lowly geared large-cap names.

Singapore / Equities

Value investors should eyeball SingTel

February 15, 2019
Value investors should eyeball SingTel

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 Model Portfolio

February 14, 2019
Singapore Model Portfolio

Portfolio return and relative performance to benchmark takes a positive turn

China / Equities

Strategist Weekly: Spotlight on trade balance and new round...

February 12, 2019
Strategist Weekly: Spotlight on trade balance and new round of Sino-US negotiations

Global markets continue to be rattled by capricious comments from China and the US before the Xi-Trump summit.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
China / Economics

China: PMI highlights need for further policy support

January 31, 2019
China: PMI highlights need for further policy support

Manufacturing PMI contracted for a second straight month in January alongside a declining industrial profit.

Singapore / Equities

Top-10 investment strategies for 2019: #10

January 22, 2019
Top-10 investment strategies for 2019: #10

#10 Long S-REITS as a defensive play.

China / FX

Top-10 investment strategies for 2019: #9

January 21, 2019
Top-10 investment strategies for 2019: #9

#9 Short CNY

Global / Equities

Macro Strategy

February 15, 2019
Macro Strategy

Non-call risk and Asian AT1 bonds, Singapore's 2019 budget

Global / GDP

Chart of the Week: Behind the rise of Chinese smartphone ma...

February 11, 2019
Chart of the Week: Behind the rise of Chinese smartphone makers

The advancement of Chinese smartphone makers could be attributed to structural factors, such as technology/product maturity, price competitiveness and marketing success.

Global / GDP

Chart of the Week: China slowdown’s direct impact on global...

February 04, 2019
Chart of the Week: China slowdown’s direct impact on global trade

Having accounted for 30-40% of global growth in recent decades, a slowing of the Chinese economy perhaps matters the most for global trade.\n.

Market Movers

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  • Daily Digest
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Global / Wealth Dailies

All eyes on Beijing as US-China trade talks open

February 14, 2019
All eyes on Beijing as US-China trade talks open

Wealth Dailies rounds up overnight markets with Market Snapshot, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack

Developed Markets / Equities

Trade optimism encourages US equities

February 14, 2019
Trade optimism encourages US equities

But Senator Rubio's buyback proposal tweet triggers jitters

Asia / Equities

Investors are ringing up China’s telecom sector

February 14, 2019
Investors are ringing up China’s telecom sector

Many 5G firms are seeing a rally this year

Global / Insights

DBS Chief Investment Office Collection 2019

February 14, 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 / Insights

DBS Chief Investment Office Collection 2018

December 18, 2018
DBS Chief Investment Office Collection 2018

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

Asia / Commodities

Petro-CNY: Timing, reach, geopolitics, and implications

April 23, 2018
Petro-CNY: Timing, reach, geopolitics, and implications

As the world’s biggest buyer of oil, China may view the settlement of oil in Chinese yuan as a natural course of development.

Global / FX Tactical

EUR is unlikely to see an excessive long-drawn decline

February 14, 2019
EUR is unlikely to see an excessive long-drawn decline

There are factors that will not do EUR any favours, but several indicators do not forewarn of huge declines ahead

China / CIO Perspectives

Surging fund flows underpin China equities

February 13, 2019
Surging fund flows underpin China equities

2018 marked a turning point, with fund flow data showing a rebound in sentiment

Global / FX Tactical

USD/JPY is approaching stronger resistance levels

February 12, 2019
USD/JPY is approaching stronger resistance levels

Lighten up on USD longs

Featured Publications

Asia / Basic Materials

DBS Asian Insights SparX: Copper

October 08, 2018
DBS Asian Insights SparX: Copper

As the metal of choice wherever electricity is needed, we believe that there is huge potential for the future of copper.

Global / Oil and Gas

2030 Energy Mix: Marching Towards A Cleaner Future

August 20, 2018
2030 Energy Mix: Marching Towards A Cleaner Future

We expect global energy demand to increase at an average rate of about 1.5% per annum from 2017 to 2030 and believe that demand for the three key fossil fuels will not peak until 2030.

Global / Equities

DBS Asian Insights Conference 2018 Jubilee Edition

August 16, 2018
DBS Asian Insights Conference 2018 Jubilee Edition

Celebrating 50 years, we bring the Jubilee Edition of DBS Asian Insights Conference to you in the form of a post-conference report.