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DBS AI OUTLOOK
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...- ‘Fed’ up with inflation? US rate hike leaves RBI with an October-or-December dilemma, economists sayThe US Federal Reserve’s first rate hike since 2023 has added to pressure on India, with the rupee breaching 96 against the dollar and econ...
- Wipro shares could crash 17% on Thursday if ADR is an indicator. What’s worrying investors?Wipro shares are poised for a significant drop following a steep decline in its ADRs, fueled by investor worries about future earnings and ...
- India losing investor attention to Asia’s AI-electronics surge, says DBS economistGlobal capital is shifting towards electronics and AI in Asia. India's foreign direct investment slowdown is not a major concern. Asia's ex...
- FDI slowdown in India not a source of alarm, says DBS chief economistIn a landscape where global capital is increasingly directed towards the booming electronics and AI industries in Asia, the recent dip in I...
- Indian rupee hits record low as outflows, oil strain worsen routThe energy shock from the prolonged U.S.-Iran war that has effectively shut the Strait of Hormuz has hurt India's macroeconomic outlook a...
- FIIs dump 2 stocks for every one bought, smallcaps worst hit. What it means for investorsForeign institutional investors (FIIs) significantly reduced their holdings in Indian equities during the December quarter, selling nearly ...
- Gold, silver, AI and Indian stocks: Joanne Goh on where value lies nowan interaction with ET Markets, Joanne Goh, Senior Investment Strategist at DBS Bank, shares her outlook on gold and silver, cautions again...
- India stands at pivotal juncture as policy choices to shape next two decades: DBS reportDBS Group Research’s report “India 2025-40 Outlook: Pivotal Juncture” says India’s growth path will depend on policy reforms, human capital...
- India's $10 trillion destiny will be decided by 4 DsIndia is poised for a historic economic leap, projected to become the world's third-largest economy by 2040. This ascent will be driven by ...
- US markets riding on Fed optimism, but challenges loom ahead: Taimur BaigDespite US market frothiness, AI investment fuels growth, says DBS Bank's Taimur Baig. He notes a nuanced labor market with potential wage ...
- For next 3-4 months, US Fed has runway to cut rates; tariff pass-on to consumers to happen over next 1 year: Taimur BaigDBS Bank expects Federal Reserve rate cuts soon. However, tariffs may increase inflation beyond three percent by 2026. This complicates the...
- DBS to 'shrink workforce' by 4,000 in 3 years due to AI adoption: CEO GuptaDBS Group plans to reduce its workforce by 10% over the next three years due to increased AI adoption. The bank will primarily target contr...
- DBS Bank neutral on India but prefers small and midcaps“The outperformance of Indian equities has been powered by robust earnings growth, coupled with significant P/E rerating led by rising dome...
- One stock or set of stocks from India's digital ecosystem. The better option? 15 stocks, 7 with upside potential more than 23%It is an incident like the global outage of microsoft which brings different aspects of the digital ecosystem to the forefront. There is a ...
- Better to own a set of stocks from the digital ecosystem rather than betting on one stock? 15 stocks with upside potential of upto 48%Few day’s back there was an issue with the telecom provider and the services stopped for some time. Now which would be the companies which ...
- Relative outperformer candidates for a volatile market? A mix of large and midcap IT stocksOn Monday, when the whole market was reeling under pressure, there was one sector which was able to keep its head above water both at the l...
- For risk takers: 5 midcap stocks from different sectors with right RoE and upside potential of up to 30%When valuations are high and sentiments are bullish and earning season is very close, it would be better to add the words like portfolio re...
- High ROE & net profit margin: 2 key elements of long-term wealth creatorsAs bulls make a comeback, many investors, especially the ones sitting on cash would be tempted to move back to the market. As one increases...
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