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Global / Economics & Strategy

Research Library

June 25, 2019
Research Library

Economics and Macro Strategy

Malaysia / Growth

Malaysia Chartbook: Slow growth, weak inflation

June 25, 2019
Malaysia Chartbook: Slow growth, weak inflation

Growth has continued to slow while inflation has been weaker than expected. This makes for a dovish monetary policy stance ahead.

India / Monetary

India’s monetary policy to do much of the heavy lifting

June 20, 2019
India’s monetary policy to do much of the heavy lifting

Growth numbers out late-May confirmed concerns over a cyclical slowdown last year. Incoming data sets FY20 for a subdued start. Growth headwinds swiftly turn attention to the likely policy response.

Indonesia / Transport

Auto Sales: Auto sales remain sluggish

June 25, 2019
Auto Sales: Auto sales remain sluggish

Indonesia auto sales plunged more than 20% in volume this far in 2019, as automobile companies struggle to beat seasonal slowdown in sales.

Malaysia / Technology

Malaysia Technology: Assessing the supply chain

June 25, 2019
Malaysia Technology: Assessing the supply chain

Malaysian semi companies generally insulated from US-China trade war. Investors to focus on company-specific drivers ahead of earnings season in July.

Singapore / Financials

Singapore Banks: Valuations continue to be supported

June 25, 2019
Singapore Banks: Valuations continue to be supported

Modest NIM expansion, driven by repricing of loans, along with moderating loan growth and lower-than-average credit costs to support Singapore banks’ earnings growth.

Singapore / Stock Pulse

Strong capital levels supporting valuations of Singapore ba...

June 25, 2019
Strong capital levels supporting valuations of Singapore banks

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 / Stock Pulse

FCT’s latest acquisition transformational for growth profil

June 24, 2019
FCT’s latest acquisition transformational for growth profile

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.

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs

June 21, 2019
Global ETF Strategy: Geopolitics and Gold, Oil ETFs

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Economics Daily

  • Economics
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Vietnam / Economics

Vietnam – The rising star

June 25, 2019
Vietnam – The rising star

Vietnam is coming of age.

Global / Monetary, FX

Chart of the Week: Back in the ring - US Fed vs Markets

June 24, 2019
Chart of the Week: Back in the ring - US Fed vs Markets

There is still a considerable level of intrigue on the US Federal Reserve’s next course of action, after last week’s FOMC.

Global / Monetary

Weekly: Currency War and Monetary Easing

June 21, 2019
Weekly: Currency War and Monetary Easing

Major economies of the world appear to be pursuing a weak currency policy, but does competitive depreciation really offset deflation risks? We have our doubts.

China / FX

Xi-Trump: Be realistic, not optimistic

June 25, 2019
Xi-Trump: Be realistic, not optimistic

The bar is high for the Xi-Trump meeting at the G20 to ease the trade impasse unless they can shift positions on some red lines.

Asia / Rates, FX

SGSs still look compelling; INR yields news-driven with a d...

June 25, 2019
SGSs still look compelling; INR yields news-driven with a downside bias

We expect India and Singapore govvies to rally further.

US / Rates, FX

Taking stock before the G20, checking recent optimism with ...

June 24, 2019
Taking stock before the G20, checking recent optimism with reality

With US fundamentals taking a backseat, technicals provide some clues on where 10Y US yields could head to. Apart from Fed cut expectations, the US dollar index (DXY) has been weighed by excessive op...

Market Movers

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Global / Wealth Dailies

Investors weigh easier policy expectations against economic...

June 25, 2019
Investors weigh easier policy expectations against economic concerns

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

Developed Markets / equities

US stocks edge away from records

June 25, 2019
US stocks edge away from records

Investors in risk assets continue to shrug off signs of an economic slowdown

Asia / equities

China’s biggest startups ditch Oracle and IBM

June 25, 2019
China’s biggest startups ditch Oracle and IBM

One home-made tech company is winning over tech giants, startups, and financial institutions

Global / Insights

DBS Chief Investment Office Collection 2019

June 25, 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 / CIO Portfolio

Video: Barbell strategy VS balanced portfolio

June 25, 2019
Video: Barbell strategy VS balanced portfolio

Learn how the "barbell approach" stands out in a sea of portfolio investing

China / CIO Insights

Video: The China A-shares market is a game changer

June 24, 2019
Video: The China A-shares market is a game changer

Long-term tailwinds will encourage investors to build exposure in China A-shares

Global / FX Tactical

The JPY bull remains behind the wheel

June 24, 2019
The JPY bull remains behind the wheel

It remains a haven asset should the trade spat continue in its current stalemate

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.