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 Snap Rally

February 17, 2017
US Stocks Snap Rally

US shares fall after the longest rally in three years; Europe, Japan equities lower

Global / Currencies

US Dollar Weaker

February 17, 2017
US Dollar Weaker

The dollar weakens; gold and yen strengthen

Asia / Equities

Asian Markets Mixed

February 17, 2017
Asian Markets Mixed

China, Hong Kong, and Australia higher; Korea and Taiwan down

Weekly Insights

Global / Insights

Market Optimism Drives US Equities Higher

February 13, 2017
Global

Trump administration's "phenomenal" tax announcement power markets

Global / Insights

US Policy Uncertainties Dominate Sentiments

February 06, 2017
Global

As initial enthusiasm over the "Trump Trade" subsides, investors look at latest policy developments

DBS View

Securities Market Outlook (Chinese Only)

January 27, 2017

DBS View

FX Market Pulse (Chinese Only)

February 03, 2017

Strategy

Global / Outlook

1Q-2017: All Change - Trump Triggers Inflections

December 23, 2016
Global

Donald Trump is the latest disruption to already disrupted markets. DBS Chief Investment Officer Lim Say Boon discusses the implications on risk asset markets

Global / Clear Call

A Nervous New World (Part 2)

November 09, 2016
Global

The Republican Party could win both the House and the Senate, giving Trump the power to act Obama didn't have

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

2013201420152016f2017f
US1.52.42.61.72.7
Japan2.00.31.21.01.0
Eurozone-0.30.91.91.71.6
Indonesia5.65.04.95.05.3
Malaysia4.76.05.04.24.5
Philippines7.16.15.96.86.4
Singapore4.42.92.01.21.3
Thailand2.90.92.83.23.4
Vietnam5.46.06.76.26.6
China7.77.36.96.76.5
Hong Kong3.12.52.41.02.0
Taiwan2.24.00.71.42.1
South Korea2.93.32.62.72.5
India*6.77.37.66.97.6
* India data & forecasts refer to fiscal years beginning April; prior to 2013 inflation is WPI
Source: CEIC and DBS Group Research

CPI inflation, % YoY

2013201420152016f2017f
US1.51.60.11.22.2
Japan0.42.70.8-0.10.5
Eurozone1.50.60.00.20.6
Indonesia6.46.46.43.54.5
Malaysia2.13.12.12.12.2
Philippines2.94.21.41.82.7
Singapore2.41.0-0.5-0.50.9
Thailand2.21.9-0.90.21.5
Vietnam6.64.10.62.73.4
China2.62.01.42.01.8
Hong Kong4.34.43.02.61.5
Taiwan0.81.2-0.31.41.0
South Korea1.31.30.71.01.6
India*9.56.04.94.85.0
* 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

current1Q172Q173Q174Q17
US
Japan114.3111113114115
Eurozone1.0571.081.081.071.07
Indonesia13,33013,33913,51813,69713,876
Malaysia4.454.464.564.674.78
Philippines49.849.850.250.751.1
Singapore1.421.441.451.461.48
Thailand35.036.336.536.636.8
Vietnam^22,74522,78222,78222,78222,782
China*6.876.937.027.117.19
Hong Kong7.767.787.787.787.78
Taiwan30.832.232.432.532.7
South Korea1,1411,1991,2011,2041,206
India66.969.670.571.472.4
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

current1Q172Q173Q174Q17
US0.751.001.251.501.75
Japan-0.10-0.10-0.20-0.20-0.20
Eurozone0.000.000.000.000.00
Indonesia4.754.754.755.005.00
Malaysia3.003.003.003.003.00
Philippines3.003.253.503.503.50
Singaporen.a.n.a.n.a.n.a.n.a.
Thailand1.501.501.501.501.50
Vietnam^6.506.506.506.506.50
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 Korea1.251.251.251.251.25
India6.256.256.256.256.25
^ 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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