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CIO Insights 1Q26: The Long Game

Stay invested and diversified

Market Updates

Korea Equities: Growth, Reform, and Resilience

DBS Stock Pulse: (1) Will Singtel’s rally continue or fizzle next year?  (2) Equity Picks: Remove LREIT from Dividend

DBS Stock Pulse: (1) Singapore 2026 Outlook – Ride secular leaders, positive for SMC alpha (2) Equity Picks – Lower exposure to MLT

Global Banks: 2026 - Excess Capital, NII and CRE Charges

Equities Weekly: Asia ex-Japan Equities – Growth Reacceleration Amid Compelling Valuation Discount

DBS Stock Pulse: Singapore Residential – Favour developers poised to unlock value

DBS Stock Pulse: Global Semiconductors - 5 potential beneficiaries, 2 casualties from the sale of H200 AI chips in China

DBS Stock Pulse: Singapore Hotels – we prefer CAREIT and CLAS as tourist arrivals normalise

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