Global retail e-Commerce sales increased 27.6%, to a whopping USD4.28 trillion from 2019 to 2020. This is especially so in the US and China, the world’s biggest e-Commerce markets. Find out what are some of the major drivers behind e-Commerce's explosive rise. Read the report: https://go.dbs.com/3g31urI

Oil prices have recovered to pre-pandemic highs but prices of energy stocks and ETFs have underperformed. Find out how investors can position portfolios to take advantage of this underperformance. Read the report: https://go.dbs.com/2Qx0fa0

Recent media reports of shortages in the Semiconductor industry are exaggerated. The crunch is one-off, and the long-term outlook of the global IT sector is intact. Read the full report: https://go.dbs.com/3rtrzTa

With global rates at record lows, investors are looking beyond Developed Markets (DM) and Investment Grade (IG) Credit for yield. There remains a niche avenue of still elevated yields without having to venture out of a DM jurisdiction – SGD Credit.

China is among the first countries to show success in containing COVID-19. The recovery in China’s economy is on track, and the country's domestic spending cannot be ignored. Year-to-date, China equities are among the best performing globally. To learn more, read our views here: https://go.dbs.com/2GVOEwA

Singapore has seen successful property launches and stirring acquisition in REITs recently. Within the REITs sub-sectors, we see signs of a recovery. We think the next phase of growth for Singapore REITs will come from acquisitions. To learn more, read our views here: https://go.dbs.com/2HMoYmv

With the US dollar in consolidation mode, Developed Markets currencies could remain in broad ranges. Meanwhile, Asian currencies could walk an uneven path to recovery amid US-China tensions. But as the world moves forward from the pandemic, risk assets are expected to be well bid. To learn more, read our views here: https://go.dbs.com/3jG5iOF

The first half of 2020 has been a rollercoaster ride for global risk assets. In the second half of the year, we believe differentiation is key and we highlight four aspects that would influence your asset allocation strategy.