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The ASEAN Advantage
A deep dive into the new tigers of Asia
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CIOInsights2Q25: Resilience Amid Tariffs
Embrace a portfolio approach
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Navigating Trump's Beautiful Trade War
Trump’s tariffs: Negotiation tool or ideological instrument?
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Rise of Sports Investment
Explore the compelling investment potential of sport franchises
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The “Mar-a-Lago Accord"
Concerns emerge over recent treasury yield spikes and USD weakness
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Asset Strategies for Market Sell-down
Take the portfolio approach in an era of heightened geopolitical uncertainities
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China's Technological Trajectory
Narrowing of price-performance gap expected
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Asia ex-Japan
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13 May 2025
DBS Stock Pulse: Equity picks – Reduce exposure to Frasers Centrepoint Trust
Global
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9 May 2025
DBS Stock Pulse: Equity picks – Reduce exposure to Frasers Centrepoint Trust
Global
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8 May 2025
DBS Stock Pulse: US stocks - 6 sell-into-strength calls as the S&P 500 rebound loses steam
Global
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7 May 2025
Equities Weekly: Europe Equities – Better-than-expected Earnings Surprise for STOXX 600
Global
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7 May 2025
DBS Stock Pulse: Global Oil and Gas Stocks - Positioning after OPEC+ surprise
Global
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6 May 2025
DBS Stock Pulse: China consumption and large cap internet: Labour Day holiday - Resilient early activity data and signs of possible US-China thaw
Global
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5 May 2025
DBS Stock Pulse: (1) 5 stocks that may benefit from the positive outcome in Singapore’s General Election (2) Global Technology Stocks - AI capex still powers the silicon cycle despite slowing momentum
Global
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2 May 2025
DBS Stock Pulse: (1) Singapore Market Focus - Take some gains and trade the range (2) HPH Trust - The panda’s response to the eagle’s gesture
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Quarterly House Views
United States
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Featured
US Equities 4Q24 – Positioning for Fed Pivot
Europe
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Europe Equities 4Q24 – Slowing Momentum
Japan
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Featured
Japan Equities 4Q24: Supportive Earnings
Asia ex-Japan
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Featured
Asia ex-Japan Equities 4Q24: Constructive Outlook
Asia ex-Japan
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4 Apr 2025
Asia ex-Japan 2Q25 – Navigating Trade Tariffs
Japan
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3 Apr 2025
Japan Equities 2Q25 – Upward Momentum
Europe
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3 Apr 2025
Europe Equities 2Q25 - From MAGA to MEGA
United States
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2 Apr 2025
US Equities 2Q25 – Exceptionalism Challenged
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