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Global / Economics & Strategy

Research Library

January 22, 2020
Research Library

Economics and Macro Strategy

Europe / Fiscal, Rate

G3 rates outlook for 2020: Part 2 (Eurozone)

January 22, 2020
G3 rates outlook for 2020: Part 2 (Eurozone)

With monetary policy exhausted, a modest fiscal tilt becomes inevitable.

US / Rates

G3 rates outlook for 2020: Part 1 (US)

January 21, 2020
G3 rates outlook for 2020: Part 1 (US)

The US will continue running loose fiscal policy.

China / Infrastructure

China Infrastructure sector: Opportunities present in chall...

January 21, 2020
China Infrastructure sector: Opportunities present in challenging times

Infrastructure investment set to be key tool for economic stimulus for China’s economy in 2020.

China / Real Estate

China Property Sector: A stable path ahead in 2020

January 20, 2020
China Property Sector: A stable path ahead in 2020

Decent upside expected from China’s property sector on the back of widely anticipated easing policy and good annual results from developers in 2019.

China / Consumer

China Home Appliance Sector: A smart leap

January 20, 2020
China Home Appliance Sector: A smart leap

What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.

Singapore / Stock Pulse

Merged CapitaLand REITs to be Asia Pacific’s 3rd largest

January 22, 2020
Merged CapitaLand REITs to be Asia Pacific’s 3rd largest

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

January 21, 2020
Singapore Equity Picks

The Straits Times Index (STI) gained 2.2% from our 17 December update

Singapore / Stock Pulse

Equity Picks: Limited upside expected for FEHT

January 21, 2020
Equity Picks: Limited upside expected for FEHT

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
Global / Growth

Chart of the Week: The march of US renewable energy

January 21, 2020
Chart of the Week: The march of US renewable energy

While a large part of US energy is still coming from petroleum, the role of highly polluting coal has diminished over the years.

China / Growth

China: A mild recovery in sight

January 20, 2020
China: A mild recovery in sight

Real GDP growth stabilized at 6.0% in 4Q19 and brought full-year growth to 6.1% in 2019.

Global / Politics, Rates

Weekly: A zero-sum trade deal

January 17, 2020
Weekly: A zero-sum trade deal

Phase 1 trade deal allows US President Trump to assert gains from a zero-sum approach to negotiations.

Global / Credit, Rates

The SARS playbook; HK's credit rating downgrade

January 22, 2020
The SARS playbook; HK's credit rating downgrade

We look at how the markets react through the SARS episode. We expect limited impact from HK’s credit rating downgrade.

Global / FX, Rates

Short-term SGD rates and liquidity signals; Floor for INR r...

January 21, 2020
Short-term SGD rates and liquidity signals; Floor for INR rates

Short-term SGD interest rates are sending conflicting signals on SGD liquidity. In a data-light week, market operations will dictate INR bond yield movements.

Global / FX, Rates

European FX roundup; BOJ meeting preview

January 20, 2020
European FX roundup; BOJ meeting preview

European currencies are weak versus the USD. Pressure for further BOJ easing has reduced.

Market Movers

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

Global markets fall as deadly virus spreads

January 22, 2020
Global markets fall as deadly virus spreads

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

Developed Markets / Equities

UK labour market stays strong as BOE weighs rate cut

January 22, 2020
UK labour market stays strong as BOE weighs rate cut

The report confirms that the labour market is the most resilient part of the British economy

Global / Commodities

Oil claws back a little

January 22, 2020
Oil claws back a little

Libya has blocked ports, leading to strangled exports and supply disruptions

Global / Insights

DBS Chief Investment Office Collection 2020

January 22, 2020
DBS Chief Investment Office Collection 2020

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 Technicals

Picking up a corrective dip for NZD

January 22, 2020
Picking up a corrective dip for NZD

Given the RBA QE overhang, NZD looks the better of the Antipodean pairs of AUD and NZD

Global / FX Technicals

Gold seasonality suggests a pullback ahead

January 21, 2020
Gold seasonality suggests a pullback ahead

Gold typically has good months in January but less so in February and March

Global / CIO Weekly

Risk assets to hold course as ECB, BOJ meet

January 20, 2020
Risk assets to hold course as ECB, BOJ meet

Keep abreast of market moving events with CIO's weekly bulletin

Europe / CIO Insights

Europe Economy 1Q20: Risks remain

January 20, 2020
Europe Economy 1Q20: Risks remain

The key threats come from an uncertain external environment

Europe / CIO Insights

Europe Equities 1Q20: Brexiternity

January 17, 2020
Europe Equities 1Q20: Brexiternity

Uncertainties from Brexit have done their damage in the equities market

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.