Macro Strategy

April 08, 2019

EUR vulnerable to dovish ECB and Brexit risks; Goldilocks US economy

Macro Insights video: From Trade War to Tech War

April 04, 2019

Implications of China’s electronics supply chain shifting partially to the rest of Asia.

DBS Macro Insights: Subdued Economies, Buoyant Markets

April 02, 2019

A 45 minute session covering G3 Monetary policy, Growth outlooks, Trade wars, Brexit, Elections, and more.

Chart of the Week: Tech war and electronics supply chain relocation: who could benefit?

April 01, 2019

A China-US tech war could lead to the relocation of parts of the electronics supply chain from China to other emerging Asian economies. Malaysia, Thailand and Vietnam are the potential beneficiaries.

China stimulus tracker: A one-year report card

March 27, 2019

A moderate stimulus package and insistence on deleveraging indicate Beijing’s increased tolerance for slower growth.