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Global / Wealth Dailies

Global stocks mostly higher after US-China trade truce

May 22, 2018
Global stocks mostly higher after US-China trade truce

Wealth Dailies rounds up overnight markets with Market Snapshot, Singapore Wired Daily, and Regional Morning Pack

Global / Commodities

Oil settles at a fresh three-year high

May 22, 2018
Oil settles at a fresh three-year high

It rises as world grapples with Venezuelan crude output risks

Asia / Equities

Asia stocks mostly higher

May 22, 2018
Asia stocks mostly higher

US-China truce on trade energises equities, but Australia shares slip

Global / Insights

DBS Chief Investment Office Collection 2018

May 14, 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

Making a guarded bid for GBP/USD

May 21, 2018
Making a guarded bid for GBP/USD

The unfolding price action is possibly bullish

Global / FX Tactical

Trade against USD/JPY's February highs

May 17, 2018
Trade against USD/JPY's February highs

In the meantime, we top-pick a tactical USD/JPY short

Global / FX Tactical

The AUD is under the cosh

May 15, 2018
The AUD is under the cosh

Once the AUD/NZD completes its run up, the AUD would have to respond lower

Insights and Analysis

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Global / Insights

Economics, Currencies & Rates Research

May 21, 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...

Malaysia / Economics

Malaysia: Post election outlook

May 18, 2018
Malaysia: Post election outlook

The Malaysia economy grew 5.4% YoY in 1Q18. Growth has turned out to be less broad-based and the outlook now appears uncertain after factoring in the impact of post-election policy changes.

Asia / GDP

Weekly: The ride gets bumpier

May 18, 2018
Weekly: The ride gets bumpier

Another week of macro dominance, as global trends outweigh idiosyncratic factors. EM will face little respite, as high rates/ US dollar, oil, trade tensions, and geopolitics show no sign of dissipati...

Malaysia / Consumer Services

Stimulating the healthcare system

May 21, 2018
Stimulating the healthcare system

With the removal of GST, we expect the profit margin for private healthcare service providers to improve. We believe that the strengthening of domestic economic activities should improve healthcare a...

Global / Basic Materials

Copper and its electrifying future

May 18, 2018
Copper and its electrifying future

Given strong demand growth, we expect a copper shortage over the mid-term; LME copper prices on average will remain above US$7,000 per tonne and gradually rise.

Malaysia / Consumer Goods

Shifting auto gears after GE14

May 18, 2018
Shifting auto gears after GE14

We expect to see boosts in car sales as buyers buy ahead of the SST implementation. We also believe the reduction in excise duty is positive for selected players with higher percentage of cars below ...

Singapore / Equities

ESR-REIT: Supersize me

May 21, 2018
ESR-REIT: Supersize me

ESR-REIT and VIT are merging to form the fourth-largest industrial REIT in Singapore. For more, check out today’s Singapore Wired Daily.

Singapore / Equities

Singapore Model Portfolio

May 17, 2018
Singapore Model Portfolio

The average return of our active portfolio stocks improved to 7.1% from 3% in the previous month and outperformed the STI by 3.5% compared to 2.5% in the previous month.

Malaysia / Equities

Delivering on election pledges

May 17, 2018
Delivering on election pledges

Implementation of election pledges by the new Malaysian government will lift consumer and business sentiment, boosting the consumer, automotive, healthcare, and banking sectors.

What's New

Our latest views

Here's a list of reports we released recently.


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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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Singapore / Rates

SGS : How rich is the 5Y?

May 15, 2018
SGS : How rich is the 5Y?

The 5Y tenor of the SGS curve has been rich since the 2008/09 crisis

South Korea / Rates

Korea Treasury Bonds: Outperformance largely done

April 30, 2018
Korea Treasury Bonds: Outperformance largely done

While we think that the outperformance of Korea Treasury Bonds may be largely done, they are still extremely attractive from a USD-hedged perspective.

Hong Kong / Rates

HKD under pressure; Hibor to jump

April 26, 2018
HKD under pressure; Hibor to jump

Amid strong rate-hike expectations, HIBOR-LIBOR spreads have widened to the highest level, last seen in 2008. We think the prime lending rate will jump soon and likely reach 5.75% by end-2018.

Global / Credit

Macro strategy: Asian banks credit outlook

May 21, 2018
Macro strategy: Asian banks credit outlook

In a special report on 17 May, Fitch Ratings said that the impact of US Fed hikes should be manageable for most Asia-Pacific Banks. An easing in trade tensions between US and China, while welcome, is...

Global / GDP

This week: Upsides to GDP and inflation

May 21, 2018
This week: Upsides to GDP and inflation

First quarter GDP releases for Singapore and Taiwan would see slightly stronger growth while inflation in Hong Kong, Malaysia and Singapore will show a pick-up in price pressure; meanwhile Bank of Ko...

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...

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...