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    CIO Insights 3Q26

    Power Play

    Equities to Watch

    In-depth and latest analyses on individual company stocks across Hong Kong marke

    Here are your #ideas2invest

    Latest market news coupled with clear next steps for you to invest

    • Investment Strategy
    • Economics
    • Sectors & Thematics
    • Equities to Watch
    • DBS View
    • Archive

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    • CIO Asset Allocation
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    CIO Asset Allocation

    Global Gas and LNG Plays

    Structural demand thesis for gas and LNG remains intact. In an era increasingly defined by energy security concerns and the imperative of energy transition, natural gas and LNG are poised to retain t...

    Alternatives 3Q26 – Finding Shelter


    Asset Allocation 3Q26 | War, Inflation & Capex


    Gold: Remain Long-term Constructive


    Global Oil Majors: Navigating a Higher-for-longer Oil Price Environment


    Equity Strategy

    AI Bottlenecks Fuel the Next Growth Wave

    AI acceleration is shifting the supply-chain opportunity towards critical choke points. Electrical components, including transformers, switchgear, power-distribution units, transfer switches and pane...

    Global Equities: Winners in an Age of Energy Security


    US Equities: Riding the AI Capex Cycle via US Financials


    Hyperscalers’ Free Cash Flow May Surprise in 2027


    ASEAN Equities: Improving Investment Conditions


    Fixed Income Strategy

    Credit Strategy: Land of the Rising Yields II

    Chaos theory. Over the last few weeks, Japan and the United States launched a rare joint currency intervention—the first major coordinated G7 action since 2011—spending nearly USD59bn to ...

    Credit Strategy: Operation Untwist


    Global Credit 3Q26 | The Cost of Conflict


    Credit Strategy: Navigating the Warsh Era


    Liquid+ Strategy: Quality Carry at the Front-end


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