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DBS Equity Picks

TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.
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Asia FX Talk BI to stand pat

Market HighlightsDisinflation in the US has resumed in Q2, but core inflation (particularly services inflation) could remain sticky in the months ahead. US retail sales was stronger than
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ROE outlook outperforms peers

commercial banking, financial transaction processing and asset management services c . The bank isone of the largest banks in the United States, with assets of over c.US$3.7 trillion, as it continues to
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Global Hedge Fund Industry Monthly Update

Green, with a dash of red: Most HF strategies generated positive returns for June.1 Quant Equity was the best performing strategy at 2.6%, followed by Discretionary Macro at 0.8%, then Multi-Strategy at 0.8%.
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Consumption and income growth slowed; consumer confidence deteriorated

n Spending: Chinese household consumption growth measured in year-over-yearterms slowed notably to 5.0% yoy in Q2 2024 from 8.3% yoy in Q1. On a
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IS TRUMP UNSTOPPABLE?

With markets pricing in surging odds of a Trump win (~67%) and a rising Republican sweep of Congress, a top investor question today is: What, if anything, could thwart a red wave ahead?
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The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
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DB CoTD: Into the top 10...

*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
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Big sales of Financials stocks as earnings season kicks off

Single stock-driven outflows: Last week, during which the S&P 500 was +0.9%, BofA Securities clients were net sellers of US equities (-$3.3B) after the previous
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Embracing Demographic Transition

Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary
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