Markets

Your market news and insights from the DBS Chief Investment Office. Your equities, economics, commodities and currencies news flow begins with the Daily Digest, and look to Weekly Insights for what's ahead. Gain insight from CIO Lim Say Boon's Quarterly Outlook and our specialised focus pieces.

Daily Digest

Developed Markets / Equities

US stocks mixed

July 21, 2017
US stocks mixed

Mueller’s Trump probe said to widen

Asia / Equities

Asian stocks continue winning streak

July 21, 2017
Asian stocks continue winning streak

Sentiment improves after Wall Street touches new highs

Global / Currencies

US dollar remains weak

July 21, 2017
US dollar remains weak

Concern that the US economy recovery is faltering remains

Weekly Insights

Global / Insights

Dovish Fed Boosts US Equities

July 17, 2017
Global

The S&P 500 Index continued to push higher as the latest comments from the Federal Reserve gave a boost to sentiments

Global / Insights

Strong Jobs Data Buoy US Equities

July 10, 2017
Global

Strong jobs data gave the S&P 500 Index a lift, but headwinds remain

DBS View

Securities Market Outlook (Chinese Only)

May 18, 2017

DBS View

FX Market Pulse (Chinese Only)

May 04, 2017

Strategy

Global / Outlook

3Q17: Desperately seeking value

June 27, 2017
Global

Neither feast nor famine - that is the frustrating outlook for global equities

Global / Equities

The markets needed a correction; they will get it

May 19, 2017
Global

After all, this is a market priced for perfection – not a loose cannon President, say DBS Chief Investment Officer Lim Say Boon and Strategist Jason Low

Videos

Global / Outlook

Investing in the Time of Trump: 10 Ideas

January 31, 2017
Investing in the Time of Trump: 10 Ideas

DBS Chief Investment Officer Lim Say Boon discusses how to navigate the world of Trump

Global / Insights

4Q-16 Investment Outlook

October 17, 2016
4Q-16 Investment Outlook

In this video, DBS ​CIO Investment Strategist Jason Low contends that the rise in risk asset markets is a bubble, and there are risks which have yet to be adequately priced into markets.

Global / Equities

Wall Street Lower

September 27, 2016
Wall Street Lower

Markets uncertain over Clinton vs Trump debate plus Deutsche Bank's woes

Key Indicators

  • GDP
  • Inflation
  • Currency
  • Interest Rates
  • GDP
  • Inflation
  • Currency
  • Interest Rates

GDP growth, % YoY

2014201520162017f2018f
US2.42.61.62.22.5
Japan0.21.11.01.31.0
Eurozone1.11.91.71.71.8
Indonesia5.04.95.05.15.4
Malaysia6.05.04.25.04.6
Philippines6.25.96.96.46.7
Singapore2.92.02.02.82.5
Thailand0.92.93.23.43.5
Vietnam6.06.76.26.36.4
China7.36.96.76.56.3
Hong Kong2.52.41.02.52.1
Taiwan4.00.71.52.52.3
South Korea3.32.82.82.72.8
India*7.58.07.17.37.6
* India data & forecasts refer to fiscal years beginning April; prior to 2013 inflation is WPI
Source: CEIC and DBS Group Research

CPI inflation, % YoY

2014201520162017f2018f
US1.60.11.52.52.3
Japan2.70.8-0.10.50.6
Eurozone0.60.00.21.61.6
Indonesia6.46.43.54.55.0
Malaysia3.12.12.13.72.5
Philippines4.21.41.83.23.2
Singapore1.0-0.5-0.51.21.8
Thailand1.9-0.90.20.91.7
Vietnam4.10.62.73.73.2
China2.01.42.02.02.1
Hong Kong4.43.02.62.02.5
Taiwan1.2-0.31.41.21.0
South Korea1.30.71.01.81.6
India*6.04.94.54.04.7
* India data & forecasts refer to fiscal years beginning April; prior to 2013 inflation is WPI
Source: CEIC and DBS Group Research

Exchange rates, end of period

current3Q174Q171Q182Q18
US
Japan111.9114116117119
Eurozone1.1631.111.111.111.10
Indonesia13,33313,39313,41113,42913,447
Malaysia4.294.224.224.234.24
Philippines50.950.250.450.750.9
Singapore1.371.391.391.401.40
Thailand33.634.434.534.734.9
Vietnam^22,73022,72222,77122,82022,869
China*6.766.886.947.017.08
Hong Kong7.817.787.787.787.78
Taiwan30.531.231.231.331.4
South Korea1,1211,1501,1501,1501,150
India64.464.864.864.965.0
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

current3Q174Q171Q182Q18
US1.251.251.501.752.00
Japan-0.10-0.10-0.10-0.10-0.10
Eurozone0.000.000.000.000.00
Indonesia4.754.755.005.005.00
Malaysia3.003.003.003.003.00
Philippines3.003.503.503.503.50
Singaporen.a.n.a.n.a.n.a.n.a.
Thailand1.501.501.501.501.50
Vietnam^6.256.256.006.006.00
China*4.354.354.354.354.35
Hong Kongn.a.n.a.n.a.n.a.n.a.
Taiwan1.381.381.381.381.38
South Korea1.251.251.251.251.50
India6.256.006.006.006.00
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

From the CIO Desk

The DBS Chief Investment Office explains what's happening in the markets and why in our weekly Investment Insights report.

 

 

Read here

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