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Global / Economics & Strategy

Research Library

August 21, 2019
Research Library

Economics and Macro Strategy

US / Rates

G3 Rates: Seeking refuge

August 19, 2019
G3 Rates: Seeking refuge

We examine what it would take before the Fed cuts rates.

Indonesia / Growth, Rates

Indonesia: Surfacing economic weakness

August 16, 2019
Indonesia: Surfacing economic weakness

Indonesia recorded a stable growth of 5% in 2Q19, contrary to the downward growth trend elsewhere. Fiscal lever could sustain growth momentum at its potential at 5.0%.

Asia / Oil and Gas

Natural Gas & LNG Trends in Asia: The Volume Game is Strong

August 21, 2019
Natural Gas & LNG Trends in Asia: The Volume Game is Strong

How will the APAC energy landscape change in the coming years as demand for natural gas grows exponentially amidst calls for a cleaner energy environment? Our analysts find out.

China / Consumer

China Brewery Sector: Cherry-picking the highflyer

August 20, 2019
China Brewery Sector: Cherry-picking the highflyer

More marketing campaigns expected to take stage as top brewers shift focus to brand image, product quality and consumer experience. Our top pick is CR Beer.

Asia / Consumer

Regional Plantation Companies: Indonesia biodiesel: A game ...

August 20, 2019
Regional Plantation Companies: Indonesia biodiesel: A game changer?

Indonesia’s biodiesel programme to provide downside protection for CPO prices. Our top picks are Wilmar, First Resources, Bumitama Agri and FGV.

Singapore / Stock Pulse

Equity Picks exposure to Manulife US REIT increased for Div...

August 23, 2019
Equity Picks exposure to Manulife US REIT increased for Dividend category

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

August 22, 2019
Singapore Equity Picks

The Straits Times Index (STI) has fallen 6.5% since our last update on 17 July.

Singapore / Stock Pulse

Ascott Residence Trust added to DBS Equity Picks Dividend c...

August 22, 2019
Ascott Residence Trust added to DBS Equity Picks Dividend category

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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  • Macro Strategy
Global / Growth, Rates

Weekly: Watch out for another market tantrum

August 23, 2019
Weekly: Watch out for another market tantrum

A major point of divergence between the US Federal Reserve and global markets is opening up.

Indonesia / Monetary, Rates

Indonesia: Another pre-emptive rate cut

August 23, 2019
Indonesia: Another pre-emptive rate cut

Slowing growth seems to be the main factor for the Bank Indonesia pre-emptive rate cut. BI may only be comfortable to match the Fed pace going forward.

Hong Kong / Growth

Chart of the Week: Hong Kong’s retail sales and tourism dow...

August 19, 2019
Chart of the Week: Hong Kong’s retail sales and tourism downturn

We are concerned that weakening of retail sales momentum could eventually feed through to commercial rental and the broader economy.

Global / Rates, FX

Lowering our Asia bond yield forecasts; taking stock of Fed...

August 23, 2019
Lowering our Asia bond yield forecasts; taking stock of Fed views

Asia yield forecasts revised lower. Taking stock of Fed views.

Europe / Rates, FX

Pro-growth RBI minutes; Caution in US Treasuries

August 22, 2019
Pro-growth RBI minutes; Caution in US Treasuries

INR yields capped by pro-growth RBI. Still neutral on US Treasuries.

Europe / Rates, FX

Fiscal stimulus chatter picking up; Measured easing ahead f...

August 21, 2019
Fiscal stimulus chatter picking up; Measured easing ahead from BI

Fiscal policy mulled to support monetary policy. BI to keep to easing stance.

Market Movers

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Global / Wealth Dailies

Sluggish market performance continues

August 23, 2019
Sluggish market performance continues

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

Developed Markets / equities

Weak world demand, trade take a toll on US factories

August 23, 2019
Weak world demand, trade take a toll on US factories

US business expectations for the year ahead reached the lowest level in data back to July 2012

Asia / equities

More credit for private companies in China

August 23, 2019
More credit for private companies in China

It is an attempt to bolster an economy struggling and a campaign to curb financial risks

Global / Insights

DBS Chief Investment Office Collection 2019

August 23, 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.

China / CIO Perspectives

China’s lending reform – The loan prime rate

August 23, 2019
China’s lending reform – The loan prime rate

We expect the banking sector to stay resilient

Global / FX Tactical

USD/JPY is hemmed in a range into Jackson Hole

August 20, 2019
USD/JPY is hemmed in a range into Jackson Hole

Sentiment is better but without progress in US-China trade talks, USD’s pullback is limited

Global / FX Tactical

GBP counter-trend rally is in the offing

August 19, 2019
GBP counter-trend rally is in the offing

It is a rapid countdown to Article 50's expiry on 31 October

Featured Publications

Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

Asia / Consumer

Ride Sharing: Profitable or not?

May 27, 2019
Ride Sharing: Profitable or not?

Our analysts took a deep dive into the ride sharing business model, and identified scale and dominance as key profitability drivers. But what does that mean for smaller operators?

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.