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Global / Currencies

The yen retreats from a 15-month high

February 20, 2018
The yen retreats from a 15-month high

This is even as Japan’s exports and imports grew strongly in January

Asia / Equities

Asia shares rally

February 20, 2018
Asia shares rally

China and Hong Kong remain closed for Lunar New Year holidays

Developed Markets / Equities

Europe stocks falter after Asia rally

February 20, 2018
Europe stocks falter after Asia rally

US markets close for Presidents’ Day

Global / Insights

DBS Chief Investment Office Collection 2018

February 15, 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

Global / Insights

DBS Chief Investment Office Collection

December 21, 2017
DBS Chief Investment Office Collection

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 Currents

Yen is still the last shoe to fall

September 07, 2017
Yen is still the last shoe to fall

It has tried the 108s seven times, but this time it might be different

Global / FX Tactical

Momentum ebbs for NZD/USD's post-election recovery

February 20, 2018
Momentum ebbs for NZD/USD's post-election recovery

Holidays in the US and China have sapped away broad trading interest

Global / Equities

US equities: what to pick up now?

February 15, 2018
US equities: what to pick up now?

The current bout of weakness presents an opportunity for investors to gain exposure to sectors which we favour in the US

Global / FX Tactical

Looking to unwind EUR's Macron-led gains

February 15, 2018
Looking to unwind EUR's Macron-led gains

Latest US inflation data has the soft USD theme back in play

Insights and Analysis

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Global / Insights

Economics, Currencies & Rates Research

February 20, 2018
Economics, Currencies & Rates Research

DBS tracks developments in the economies, foreign exchange and fixed income markets of the Asia-11 (China, Hong Kong, Taiwan, Korea, Singapore, Malaysia, Indonesia, Thailand, the Philippines, Vietnam...

Singapore / GDP

Budget 2018: Enhancing sustainability

February 20, 2018
Budget 2018: Enhancing sustainability

Besides maintaining a prudent approach to reallocating resources to the various segments of the economy, Budget 2018 has also struck the right note in balancing Singapore’s present and future needs.

South Korea / Rates

Korea Treasury Bonds: Outperformance ahead

February 19, 2018
Korea Treasury Bonds: Outperformance ahead

We think Korean bonds may outperform US Treasurys in the short term as the Fed tightens rates this year; the strength of the won may actually deter the Bank of Korea from frontloading rate hikes.

Singapore / Real Estate

Singapore REITs: Take the leap of faith

February 20, 2018
Singapore REITs: Take the leap of faith

We believe the current weakness is a buying opportunity. Find out why and which are our preferred sectors.

Singapore / Real Estate

The doubling effect

February 19, 2018
The doubling effect

The number of transactions in the property market in January translates into S$3.1bn in value, a more-than-100% increase year-on-year; we maintain that buyer sentiment has improved significantly and ...

China / Utilities

Better project quality in 2018

February 15, 2018
Better project quality in 2018

A series of policies issued by the Chinese government will enhance project quality and improve returns of environmental companies. Read on for our top picks in this space.

Singapore / Equities

How to trade Singapore’s Budget 2018

February 20, 2018
How to trade Singapore’s Budget 2018

The deferment of the GST hike bodes well for the consumer sector. Find out how the rest of the budget announcement will impact stocks.

Singapore / Equities

S-REITs offer attractive valuations

February 20, 2018
S-REITs offer attractive valuations

We believe the correction in S-REITs on interest-rate fears are largely done. Find out which are our preferred sectors in today’s Singapore Wired Daily.

Global / Equities

Wall Street stages comeback; equity ETFs still face redempt...

February 19, 2018
Wall Street stages comeback; equity ETFs still face redemptions

Despite the recovery from the recent sell-off, equity ETFs continued to face net redemptions. For more, check out or Weekly Global ETF Commentary.

What's New

Our latest views

Here's a list of reports we released recently.


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Buy Hold Sell

Asia-wide Coverage

In-depth and latest analyses on individual company stocks across multiple Asian markets and key industry sectors.


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Stocks to Watch

Model Portfolio

Here are our lists of recommended stocks, built for risk profiles ranging from Conservative to Balanced.


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Economics Daily

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Malaysia / GDP

Malaysia: Another stunning performance

February 14, 2018
Malaysia: Another stunning performance

The economy grew 5.9% YoY in 4Q17 despite a high base last year. We expect GDP growth to moderate to 5.0% in 2018 given the high base and a normalisation in global economic conditions.

Japan / GDP

Japan: Weak 4Q17 but …

February 14, 2018
Japan: Weak 4Q17 but …

The economy grew 0.5% (QoQ saar) in 4Q17, the weakest pace in eight quarters. But key leading indicators suggest that growth will rebound in 1Q18.

Singapore / GDP

Singapore: Towards normalisation

February 14, 2018
Singapore: Towards normalisation

We expect GDP growth to moderate to 3.0% in 2018. More importantly, the economy has shifted from a recovery towards a normalised growth path.

Global / Currencies

Profit-taking in short USD positions

February 20, 2018
Profit-taking in short USD positions

Investors may have started to take profits on their short US dollar positions ahead of March, when European politics meet Fed hikes. For more on currencies and rates, check out our Overnight Wrap and...

Global / GDP

This Week: Inflation data out of HK, Singapore, Japan

February 19, 2018
This Week: Inflation data out of HK, Singapore, Japan

Inflation is likely to have remained stable in both Hong Kong and Singapore but crept up in Japan.

US / Rates

US Yields: The big 3%

February 12, 2018
US Yields: The big 3%

The big 3% looms for 10Y US Treasurys – seen by many as a key technical resistance level that is unlikely to be breached. However, we prefer to view 3% as a neutral level for 10Y yields.

Featured Publications

Asia / Telecommunications

Asian Telecom: Clear-cut view via the ‘Digital Prism’

February 02, 2018
Asian Telecom: Clear-cut view via the ‘Digital Prism’

With about 40% of their service revenue at risk in Asia, telecom operators have had to transform themselves into digital players. But some are going down the wrong route.

China / Technology

China Internet: Where does online ad spend go?

January 24, 2018
China Internet: Where does online ad spend go?

We explore the changing face of online advertising in China, where both advertisers and platforms are becoming more sophisticated in the way they spend and make money. Tencent, Baidu, and Alibaba wil...

Hong Kong / Consumer Services

Hong Kong Hotels: Time to check in

December 05, 2017
Hong Kong Hotels: Time to check in

With the recovery of visitor arrivals to Hong Kong, hotels in the city should see a revival in fortunes; room rates and occupancy should rise, ringing in more attractive returns for operators and man...