DBS Asian Insights (@dbsinsights) 's Twitter Profile
DBS Asian Insights

@dbsinsights

DBS Asian Insights, from @DBSbank - as a bank born and bred in Asia, we know Asia better. Sharing insights from dbs.com

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linkhttp://go.dbs.com/aics calendar_today04-04-2014 03:27:49

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Nvidia and Dell's Q3FY23 results suggest the resilience of corporate spending on #IT infrastructure, while their consumer #electronics segment lagged. But another IT sub-segment is looking attractive: go.dbs.com/3GSssjF #insightstoinvest #technology

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Contest ends tomorrow! Act fast to win! Correctly predict the Straits Times Index’s closing price on 30 Nov 2022. 3 most accurate entries win $200 e-vouchers each. Learn how to multiply your reward to $600: go.dbs.com/3XCFQye Click here for clues: go.dbs.com/3qikxCq

Contest ends tomorrow! Act fast to win!

Correctly predict the Straits Times Index’s closing price on 30 Nov 2022.

3 most accurate entries win $200 e-vouchers each. Learn how to multiply your reward to $600: go.dbs.com/3XCFQye

Click here for clues: go.dbs.com/3qikxCq
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#Fed minutes revealed a majority of officials favour a slowdown in the pace of rate hikes. 10Y US Treasury yield retreated, which should underpin #Singapore rate hike casualties REITs and technology stocks. Find out which names we like. go.dbs.com/3U59wRk #insightstoinvest

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#US recently imposed additional measures restricting #China from obtaining equipment for manufacturing high-end #semiconductor #chips. We explore the bull, base and bear case scenarios of this development. Find out what could happen. go.dbs.com/3V4oUiu #insightstoinvest

#US recently imposed additional measures restricting #China from obtaining equipment for manufacturing high-end #semiconductor #chips. We explore the bull, base and bear case scenarios of this development. Find out what could happen. 

go.dbs.com/3V4oUiu

#insightstoinvest
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This company's sales and net profit rose y-o-y, topping our forecast. With upcoming festivities and reopening optimism, we expect continued #growth in 2023, and have upped exposure to the #stock in #Singapore Equity Picks. Find out who: go.dbs.com/3OImMKX #insightstoinvest

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We believe #Singapore’s #inflation will remain high in 2023 while economic growth momentum is set to slow further. A technical recession within the next three quarters should not be discounted. What does this mean for the SGD and rates? go.dbs.com/3Ubt9Hv #insightstoinvest

We believe #Singapore’s #inflation will remain high in 2023 while economic growth momentum is set to slow further. A technical recession within the next three quarters should not be discounted. What does this mean for the SGD and rates?

go.dbs.com/3Ubt9Hv

#insightstoinvest
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With #Fed rates to remain higher for longer, #US #banks are set to benefit. Check out the infographics to find out what else is driving US #financials. Want to gain exposure to this theme? Here's our top US financials ETF picks: go.dbs.com/3ONFIbe #insightstoinvest

With #Fed rates to remain higher for longer, #US #banks are set to benefit. Check out the infographics to find out what else is driving US #financials.  

Want to gain exposure to this theme? Here's our top US financials ETF picks: go.dbs.com/3ONFIbe

#insightstoinvest
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This year's global outlook reports from multilateral agencies mostly believe #macroeconomic risks remain unusually large. Yet, there's a chance this narrative may be wrong. It may turn out to be better than feared. Find out why. go.dbs.com/3VHvCuI #insightstoinvest

This year's global outlook reports from multilateral agencies mostly believe #macroeconomic risks remain unusually large. Yet, there's a chance this narrative may be wrong. It may turn out to be better than feared. Find out why. 

go.dbs.com/3VHvCuI

#insightstoinvest
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In 2023, global #markets will reckon with slowing #trade and #growth, declining but still-uncomfortable levels of #inflation, and other troubles. But we also see silver linings. Find out what they are and our 2023 #investmentstrategies: go.dbs.com/3iKhYbG #insightstoinvest

In 2023, global #markets will reckon with slowing #trade and #growth, declining but still-uncomfortable levels of #inflation, and other troubles. But we also see silver linings. Find out what they are and our 2023 #investmentstrategies: go.dbs.com/3iKhYbG

#insightstoinvest
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Households in #Singapore are feeling the pinch as mortgage rates rise in tandem with higher interest rates. Will this lead to mortgage defaults and a property market crash? We doubt it. Find out why in our latest video: go.dbs.com/3VNvz0m #insightstoinvest #banks #property

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Within a few years, Chinese pure #EV players doubled their market share in #China's #auto market. We expect them to make more gains going forward, with designs that appeal to younger buyers. But that's not all that's propelling growth. go.dbs.com/3P8uNsL #insightsinvest

Within a few years, Chinese pure #EV players doubled their market share in #China's #auto market. We expect them to make more gains going forward, with designs that appeal to younger buyers. But that's not all that's propelling growth. 

go.dbs.com/3P8uNsL

#insightsinvest
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The good thing about #2023 is that the markets are forward looking. #China’s shift from zero-COVID and recovery, easing inflation and interest rates, mostly resilient #Asean economies are likely drivers for outperformance. Find out our best #stock ideas. go.dbs.com/3PfSShn

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We see positive developments supporting #Singapore #stocks: 1) #HongKong announced further easing of COVID restrictions; 2) fears of jumbo Fed rate hikes has alleviated. We outline which names will benefit: go.dbs.com/3hn1Xs9 #insightsinvest

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We believe #Singapore’s real estate cycle will enter a more modest #growth phase, but we still project most sectors to see market rents remaining on an uptrend in 2023. Find out what's driving #SREIT's in the coming year. go.dbs.com/3Wh9c3y

We believe #Singapore’s real estate cycle will enter a more modest #growth phase, but we still project most sectors to see market rents remaining on an uptrend in 2023. Find out what's driving #SREIT's in the coming year.

go.dbs.com/3Wh9c3y
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We are replacing one #SREIT with another in our #Singapore #EquityPicks - locking in gains for one and anticipating further upside in the other in the higher-for-longer interest rate environment going into 2023. Find out who they are: go.dbs.com/3uXZXK5 #insightsinvest

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#Singapore's latest data indicate a slowdown in the manufacturing sector in December from soft global demand. Weak consumer #electronics demand remains a near-term concern and will continue into FY23. How will #tech #stocks be affected? go.dbs.com/3Z7PPfB #insightsinvest

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Brokerage activities in #China were sluggish in 2022 amid dampened investor sentiment, but we believe 2023 could be the start of the sector’s next #upcycle. Find out what is driving growth. go.dbs.com/3icI1sg #insightstoinvest #brokers #financials

Brokerage activities in #China were sluggish in 2022 amid dampened investor sentiment, but we believe 2023 could be the start of the sector’s next #upcycle. Find out what is driving growth.

go.dbs.com/3icI1sg

#insightstoinvest #brokers #financials
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Production problems at a major iPhone factory in China amid COVID-related protests have impacted key Apple supplier Foxconn's revenue. But we see signs the situation is improving. Will Nanofilm, also an Apple supplier, see the same? go.dbs.com/3Zg94Uf #insightstoinvest

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#Global #travel recovery is unlikely to be derailed by the resumption of travel restrictions imposed by numerous countries due to #China’s reopening. #Reopening stocks should see a strong second-wind. Find out the names to watch. go.dbs.com/3vM7KLh

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SIA reported better-than-expected operational metrics in December on robust passenger traffic and load factors across all route regions. Its #stock recently rose above multi-year resistance on good volume. Is it time to take #profit? go.dbs.com/3HcpUN2 #insightstoinvest