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Global / Currencies

The dollar gains

February 21, 2018
The dollar gains

It hits its highest in a week while the euro sinks

Asia / Equities

Asia indices fall

February 21, 2018
Asia indices fall

Tepid sentiment prevails with the region’s major exchanges slowly reopening from holidays

Developed Markets / Equities

US stocks fall with Treasuries

February 21, 2018
US stocks fall with Treasuries

Walmart Inc results weigh on major indices

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

Correction and continuity in USD/JPY

February 21, 2018
Correction and continuity in USD/JPY

The completion of the move off a wedge pattern naturally accords a bounce or two

US / Equity Tactical

Take profit on Bristol-Myers Squibb longs

February 21, 2018
Take profit on Bristol-Myers Squibb longs

The stock now needs to hold above the mid-February gap for the short-term upward pressure to remain intact

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

Insights and Analysis

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  • Economics
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Global / Insights

Economics, Currencies & Rates Research

February 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...

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

Reiterating positive stance on Singapore stocks after bumpe...

February 21, 2018
Reiterating positive stance on Singapore stocks after bumper surplus

We favour banks, oil & gas, and consumer plays. Here are the other ways you can trade the Singapore budget. For more, check out today’s Singapore Wired Daily.

Hong Kong / Equities

More upside for our tactical picks

February 20, 2018
More upside for our tactical picks

Our picks – after the recent selloff – have largely outperformed the market; we think there’s room for some counters to keep rising.

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.

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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India / Rates

Eye on RBI minutes

February 21, 2018
Eye on RBI minutes

Attention is on today’s Reserve Bank of India minutes for the February meeting, with the committee members’ views on the inflation outlook likely to be under close scrutiny.

Singapore / Rates

Duration overhang

February 21, 2018
Duration overhang

Longer-term Singapore Government Securities are likely to be weighed down by supply overhang even if some relative value is starting to emerge.

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.

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.

Europe / GDP

Eurozone: Growth ends 2017 on a strong note

January 31, 2018
Eurozone: Growth ends 2017 on a strong note

This week’s data highlights the European Central Bank’s policy dilemma between strong growth and below-target inflation. Notwithstanding the likelihood for QE purchases to end this year, the first EC...

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...