Insights and Analysis

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China / Growth

China: How far can consumption drive the economy?

October 21, 2019
China: How far can consumption drive the economy?

China’s GDP growth edged down from 6.2% YoY in 2Q to 6.0% YoY in 3Q, in line with our forecast.

Global / Economics & Strategy

Research Library

October 21, 2019
Research Library

Economics and Macro Strategy

Europe / Growth

Eurozone Chartbook: Slippery growth seeks fiscal support

October 10, 2019
Eurozone Chartbook: Slippery growth seeks fiscal support

Domestic demand is faring better but spillover from weak manufacturing and exports is a concern. Considering domestic and external risks, we trim our growth forecasts.

Hong Kong / Real Estate

Hong Kong Property Sector: Fighting to survive

October 18, 2019
Hong Kong Property Sector: Fighting to survive

Hong Kong hospitality sector takes a beating as civil unrests continues on with overall hotel RevPAR declining by more than 40% in August alone.

China / Real Estate

China Property Sector: Strong developer presales in a large...

October 18, 2019
China Property Sector: Strong developer presales in a largely stable broad market

Majority of developers expected to meet their guided targets as more saleable resources were made available following accelerated land acquisitions in 1H19.

Singapore / Telecom

Singapore Telecom Sector: Joint bid for 5G is the key for s...

October 18, 2019
Singapore Telecom Sector: Joint bid for 5G is the key for stocks

Singapore government surprises market participants with announcement of two localised 5G licenses targeted at enterprises with more immediate needs.

Indonesia / Equities

Indonesia Equity Picks

October 21, 2019
Indonesia Equity Picks

External factors continue to drive the volatility in the equity market and we don't think they will go away in the near term.

Singapore / Stock Pulse

Slowing GDP growth weighs on SPH outlook

October 21, 2019
Slowing GDP growth weighs on SPH outlook

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

October 18, 2019
Singapore Equity Picks

The Straits Times Index (STI) has declined 2.9% since our 16 September update on trade war uncertainties and weaker-than-expected US ISM manufacturing/services figures that stoked worries of a recess...

Economics Daily

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Global / Monetary

Notes from IMF Meetings: Settling for a low normal

October 21, 2019
Notes from IMF Meetings: Settling for a low normal

Concerns about slowing world economy and geopolitical risks notwithstanding, the corridors of IMF were alarm-free.

Asia / Monetary

Chart of the Week: China diversifies foreign reserves

October 21, 2019
Chart of the Week: China diversifies foreign reserves

China’s holdings of US Treasury securities declined for the second consecutive month to USD1.1tn in August. Meanwhile, its official gold reserves rose to a record 1942 tons in October.

Asia / Inflation

Weekly: Watch out, inflation has bottomed

October 18, 2019
Weekly: Watch out, inflation has bottomed

Amid flattening yield curves, recession worries, negative policy rates, and geopolitical tensions, the trough in global inflation dynamic has been largely ignored. Is such complacency justified?

Global / FX

Trade and Brexit deals on hold

October 21, 2019
Trade and Brexit deals on hold

A Brexit deal is still elusive. A stable bias has emerged for the CNY

Global / FX, Rates

Brexit roller coaster; Negative yielding bonds fell USD 4tn...

October 18, 2019
Brexit roller coaster; Negative yielding bonds fell USD 4tn from peak

GBP susceptible to profit taking. Negatice yielding bonds have fallen by USD 4tn.

Global / FX, Rates

Trade deal doubts return; QE-lite falls short

October 17, 2019
Trade deal doubts return; QE-lite falls short

Weaker CNY mid-rate accompanies trade deal doubts; QE-lite has yet to assuage USD liquidity concerns

Market Movers

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Global / Wealth Dailies

Brexit and flagging China growth muddy the waters

October 21, 2019
Brexit and flagging China growth muddy the waters

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

Developed Markets / Equities

Health Care shares are being snapped up

October 21, 2019
Health Care shares are being snapped up

As investors bail from drug stocks, companies step up as buyers

Asia / Equities

China urged to curb risky lending in the Pacific

October 21, 2019
China urged to curb risky lending in the Pacific

The scale, nature, and opacity of China’s lending activities needs to be adjusted, says a think tank

Global / Insights

DBS Chief Investment Office Collection 2019

October 21, 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.

Japan / CIO Insights

Japan Equities 4Q19: Pockets of opportunity

October 21, 2019
Japan Equities 4Q19: Pockets of opportunity

Companies that can counter the negative effects from an ageing population should see growth

Global / FX Technicals

Run with EUR bulls on significant bottom

October 21, 2019
Run with EUR bulls on significant bottom

This means EUR is now embarking on a fresh price sequence to the upside

Europe / CIO Insights

Europe Economy 4Q19: Momentum to ease

October 17, 2019
Europe Economy 4Q19: Momentum to ease

While monetary policy does much of the heavy lifting, calls for fiscal loosening is also rising

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.