Market Movers

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Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
US debt ceiling, tax reform take centre stage

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
EM outperforms DM on mounting US political turmoil

Global investors are seeking cheaper exposures to equities

Global / Insights

Risk assets: shaken, but not stirred

August 14, 2017
Risk assets: shaken, but not stirred

Despite the volatility, the magnitude of the recent correction suggests that markets have been pricing in an eventual resolution to the crisis

Global / Outlook

4Q17: Stay in the game

October 02, 2017
4Q17: Stay in the game

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

Asia / Insights

Stay ahead with DBS Asian Insights

January 01, 2014
Stay ahead with DBS Asian Insights

With a hundred-strong team of economists and analysts across Asia, you can rely on our unparalleled on-the-ground knowledge to keep you in step with the latest economic activity, government policy, m...

Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Global / Economics & Strategy

Research Library

August 08, 2019
Research Library

Economics and Macro Strategy

India / Monetary, Rates

India: RBI breaks from convention, cuts by 35bps

August 07, 2019
India: RBI breaks from convention, cuts by 35bps

Breaking from convention, RBI’s monetary policy committee (MPC) voted to lower the Repo rate by 35bp to 5.4% vs consensus at 25bps cut.

Taiwan / Growth

Taiwan: Trade war, tourism ban, and the rise of MIT

August 07, 2019
Taiwan: Trade war, tourism ban, and the rise of MIT

Taking into account the escalation of trade war, deterioration in cross-strait ties, and on the other hand, the rise of MIT (Made in Taiwan), we maintain Taiwan’s GDP forecast for 2019-20.

Asia / Oil and Gas

Regional Oil & Gas: Oil price forecasts lowered

August 06, 2019
Regional Oil & Gas: Oil price forecasts lowered

Trump’s latest tariff tantrum and China’s subsequent retaliation dimmed markets’ hopes for a gradual de-escalation of trade war tensions between the two economic power houses.

Asia / Real Estate

The Rise of Home Sharing Platforms: Friend, Foe or Frenemy?

August 01, 2019
The Rise of Home Sharing Platforms: Friend, Foe or Frenemy?

Our analysts took a deep dive exploring possible implications on conventional hoteliers as Home Sharing Platforms (HSPs) continue to gain market share globally.

Hong Kong / Consumer

Market Update: Rising unrest to weigh on complacent market

July 30, 2019
Market Update: Rising unrest to weigh on complacent market

Continuation of protests in Hong Kong could lead to overall reversionary growth for retailers as consumers limit outings for fear of traffic and disruptions.

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs

June 21, 2019
Global ETF Strategy: Geopolitics and Gold, Oil ETFs

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Asia / Equities

Asia Equity Strategy: Asia markets supported by Fed’s insu...

June 14, 2019
Asia Equity Strategy:  Asia markets supported by Fed’s insurance cut

While the notion that Fed rate cuts tend to support the equity market is true, we believe the types of rate cuts need to be differentiated as equity markets respond differently.

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Asia / Monetary, Rates

60 variables, 31 charts, and one dashboard to capture gyrat...

August 08, 2019
60 variables, 31 charts, and one dashboard to capture gyrating global macro risks

A single tweet broke the markets, underscoring the fragility of sentiments. The danger is that a mitigating tweet may be too little, too late to stem the damage done to global investment and growth.

Asia / Economics

A Noisy Landscape

August 06, 2019
A Noisy Landscape

A tumultuous July is behind us...

South Korea / Growth

Japan-South Korea trade fight a lose-lose scenario

August 05, 2019
Japan-South Korea trade fight a lose-lose scenario

Japan-South Korea tensions are escalating as the two countries removed each other from the list of countries that enjoy preferential trade treatment.

Global / Rates, FX

Three central banks cut rates; Global bond rally nearing un...

August 08, 2019
Three central banks cut rates; Global bond rally nearing uncharted territory

RBNZ, RBI and BOT cut rates. Global bond rally still ongoing.

Global / Rates, FX

Drivers of KRW & INR weakness; Muted inflation expectations...

August 07, 2019
Drivers of KRW & INR weakness; Muted inflation expectations in the DM

Weakness in the KRW and INR. Inflation expectations are depressed in the developed markets.

India / Monetary, FX, Rates

India: Rates pricing in cuts, FX vulnerable to global cues

August 06, 2019
India: Rates pricing in cuts, FX vulnerable to global cues

The turmoil in global markets is spilling over to the Indian asset markets, adding to domestic concerns.

Featured Publications

Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019
KL-SG High Speed Rail: Riding the HSR Revival

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

Asia / Consumer

Ride Sharing: Profitable or not?

May 27, 2019
Ride Sharing: Profitable or not?

Our analysts took a deep dive into the ride sharing business model, and identified scale and dominance as key profitability drivers. But what does that mean for smaller operators?

China / Equities

Greater Bay Area: In-depth Study

May 15, 2019
Greater Bay Area: In-depth Study

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.