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Global / Economics & Strategy

Research Library

October 22, 2018
Research Library

Economics and Macro Strategy

Asia / GDP

A 2020 US Slowdown (near-recession) Scenario

October 19, 2018
A 2020 US Slowdown (near-recession) Scenario

US growth could be sharply lower by 2020, but that may not be a bad thing.

Indonesia / GDP

Indonesia: Easing some pressure

October 12, 2018
Indonesia: Easing some pressure

The Indonesian government announced an increase of non-subsidized fuel effective immediately on October 10 by an average 16%.

Thailand / Financials

Thai Banks: Interesting 3Q18 results

October 22, 2018
Thai Banks: Interesting 3Q18 results

We believe BBL should be one of the first banks to capture the opportunity while KKP should be able to deliver both decent earnings growth and high dividends. Hence, our top picks are BBL and KKP.

China / Real Estate

China Property: Long gone “Golden Sept” and a fading “Silve...

October 19, 2018
China Property: Long gone “Golden Sept” and a fading “Silver October”

We prefer companies with sustainable earnings growth: Vanke (2202 HK) and CR Land (1109 HK).

Indonesia / Consumer

ID Poultry: Chicken run

October 19, 2018
ID Poultry: Chicken run

We think that the Indonesian poultry sector is likely to maintain its solid performance and post solid 3Q18 numbers and reiterate our BUY call on JPFA.

Global / Equities

Weekly Global ETF Commentary

October 22, 2018
Weekly Global ETF Commentary

US listed ETFs had outflows of $4.4 billion. Equities had withdrawals of $7.8 billion while fixed income had inflows of $2.4 billion.

Singapore / Equities

SembCorp Marine bolsters earnings with S$166m deal

October 22, 2018
SembCorp Marine bolsters earnings with S$166m deal

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 Model Portfolio

October 17, 2018
Singapore Model Portfolio

The benchmark Straits Times Index (STI) has fallen 3.1% since our last update on 18 September.

Economics Daily

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China / GDP

Weakening growth momentum

October 19, 2018
Weakening growth momentum

China’s 3Q GDP growth moderated to 6.5% from 6.7 in 2Q. Monetary policy will continue to be accommodative going forward.

Singapore / Rates

SGD rates have outperformance potential

October 17, 2018
SGD rates have outperformance potential

There are nuanced opportunities across the SGD curves.

India / GDP

India chart book – Volatility overshadows growth

October 15, 2018
India chart book – Volatility overshadows growth

Rising rates and dollar, China-US trade friction, high oil prices and geopolitical unease have resulted in a broader sell-off.

Global / GDP

Chart of the Week: Intra-Asia Supply Chain Linkages vis-à-v...

October 22, 2018
Chart of the Week: Intra-Asia Supply Chain Linkages vis-à-vis the US

Who in Asia has the most exposure to China through the supply chain of products bound for the US? We calculate the correlation between China’s import growth from Asia and China’s exports to the US.

Global / Rates

Macro Strategy

October 22, 2018
Macro Strategy

Short EUR positions balloon; Asian vols still low

Global / Rates

India's bond blues; USD gathers momentum

May 04, 2018
India's bond blues; USD gathers momentum

With rate hike risks back on the table, 7% is likely to mark a floor for the 2Y yields.Meanwhile, the greenback will be looking for a lift from Friday’s US nonfarm payrolls. For more on currenc...

Market Movers

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Global / Wealth Dailies

Investors assess China’s rebound, corporate earnings

October 22, 2018
Investors assess China’s rebound, corporate earnings

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

Asia / Equities

China stocks jump the most in two months

October 22, 2018
China stocks jump the most in two months

Top financial officials voice support for the battered equity market

Global / Commodities

Oil may rise over strained US-Saudi alliance

October 22, 2018
Oil may rise over strained US-Saudi alliance

Trump promises “very severe” consequences if journalist Khashoggi is dead

Global / Insights

DBS Chief Investment Office Collection 2018

October 22, 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.

Global / FX Tactical

USD/CAD to maintain a USD buy-on-dips stance

October 22, 2018
USD/CAD to maintain a USD buy-on-dips stance

We would treat any deep-seated dip as a level to re-enter a tactical USD long

Japan / CIO Insights

Japan Economy 4Q18: Could be hurt by US-led protectionism

October 18, 2018
Japan Economy 4Q18: Could be hurt by US-led protectionism

We are keeping the annual GDP growth forecasts unchanged

Global / FX Tactical

The dice is rolling again in EUR/USD

October 18, 2018
The dice is rolling again in EUR/USD

While Italy's Budget has been priced in, there are two things on the horizon that can spur a reaction

Featured Publications

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.

Asia / Technology

Internet of Things: The Pillar of Artificial Intelligence

June 25, 2018
Internet of Things: The Pillar of Artificial Intelligence

Asia is set to lead the development of the IoT and AI in the coming years ahead. Our estimates indicate that the IoT will reach the inflection point of 18-20% in 2019.