Insights and Analysis

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China / FX

FX: Effective link between tariffs and CNY

December 13, 2018
FX: Effective link between tariffs and CNY

If trade talks fail, CNY could depreciate to 7-8.

Global / Economics & Strategy

Research Library

December 13, 2018
Research Library

Economics and Macro Strategy

Global / GDP

DBS Annual Chartbook: 2019 in 64 charts

December 10, 2018
DBS Annual Chartbook: 2019 in 64 charts

Over 64 charts, we look at key factors driving the macro outcome in 2019 across the EM-DM landscape and key asset classes.

Malaysia / Consumer

Malaysia Gaming: Change of game plan

December 07, 2018
Malaysia Gaming: Change of game plan

We are optimistic that the next catalyst for the NFOs will be the crackdown on illegal NFO activities and maintain BUY recommendations on Magnum and BToto.

Singapore / Financials

Singapore Banks: At the crossroads

December 04, 2018
Singapore Banks: At the crossroads

Sustainability of net interest margin (NIM) expansion and asset quality hold the key to Singapore banks’ valuations.

China / Basic Materials

China Cement: Focus is on supply-side policy

November 28, 2018
China Cement: Focus is on supply-side policy

We reinstate coverage with BUY on China Resources Cement (1313 HK), HOLD on Conch Cement (914 HK) and FULLY VALUED for China National Building Material (3323 HK).

Singapore / Equities

Model Portfolio

December 13, 2018
Model Portfolio

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.

China / Equities

China Strategy: Tension reignited

December 10, 2018
China Strategy: Tension reignited

Considering ongoing US-China trade tensions, we continue to recommend a cautious stance and stick to those with more resilient earnings growth and/or dividend yield.

Thailand / Equities

Thai Strategy: Cautiously optimistic on domestic momentum

December 07, 2018
Thai Strategy: Cautiously optimistic on domestic momentum

Our top picks for December 2018 are BEM, BCP, DELTA, HMPRO and PTTEP; our top picks for 2019 are AEONTS, AOT, BBL, BEM, CPALL, CPN, DELTA, DIF, HMPRO and PTT.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Hong Kong / GDP

Hong Kong: Looking beyond the typhoon

November 20, 2018
Hong Kong: Looking beyond the typhoon

The Hong Kong economy has been hit by a super typhoon and Sino-US trade tensions.

Hong Kong / GDP

Hong Kong chart book - Increasing external headwinds

November 19, 2018
Hong Kong chart book - Increasing external headwinds

Real GDP growth has slowed to 2.9% YoY in 3Q18 from its robust 4% performance in 1H18. Economic activities halted during super typhoon in September.

China / GDP

China chart book - Slowing growth and weakening sentiments

November 13, 2018
China chart book - Slowing growth and weakening sentiments

China’s exports data in October surprised to the upsside, likely reflecting continued shipment frontloading and strong US demand.

Global / Rates

Macro Strategy

December 13, 2018
Macro Strategy

GBP still at risk; German yields are too low

Global / GDP

Chart of the Week: While the US is slowing, Europe is slowi...

December 11, 2018
Chart of the Week: While the US is slowing, Europe is slowing faster

Soft auto sales, slowing electronics demand, and a weakening residential market have caused US economic growth to ease from its torrid pace seen earlier this year.

Global / GDP

Chart of the Week: Nowcast shows China’s growth easing towa...

December 04, 2018
Chart of the Week: Nowcast shows China’s growth easing toward 6%

Our China Nowcast model shows continued slowing of growth momentum in Asia’s largest economy.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Global / Wealth Dailies

Markets catch a break and bounce back

December 13, 2018
Markets catch a break and bounce back

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

Developed Markets / Equities

Theresa May survives confidence vote

December 13, 2018
Theresa May survives confidence vote

But the size of the rebellion against her weakens her position

Asia / Equities

After two years, a mega-merger is near in China

December 13, 2018
After two years, a mega-merger is near in China

The planned ChemChina-Sinochem marriage would produce an oil-to-chemicals giant with over USD100b of assets

Global / Insights

DBS Chief Investment Office Collection 2018

December 12, 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.

Asia / Equities

Asia outperformance to persist

April 18, 2018
Asia outperformance to persist

We continue to believe that Asian equities are poised for further outperformance; we prefer exposure to Hong Kong/China and emerging ASEAN.

China / CIO Insights

Video: Positive on China Technology

December 12, 2018
Video: Positive on China Technology

Find out why DBS CIO likes China Tech stocks, even with Chinese shares in a bear market

China / CIO Insights

4Q18: Investment Theme – China Financials

December 12, 2018
4Q18: Investment Theme – China Financials

There is a compelling risk-return proposition in the sector

Global / CIO Insights

Alternatives 4Q18: Finding gold’s trough

December 12, 2018
Alternatives 4Q18: Finding gold’s trough

The precious metal remains depressed on waning attractiveness

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.