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

Asia / Equities

Asian Markets Climb

December 08, 2016
Asian Markets Climb

Fresh gains in Wall St drive Australia and South Korea up in early trading

Global / Currencies

USD Slips Lower

December 08, 2016
USD Slips Lower

The JPY and EUR gained against the greenback

Developed Markets / Equities

Global Stocks Rally Ahead of ECB

December 08, 2016
Global Stocks Rally Ahead of ECB

Wall Street climbs to new heights on Wednesday amid upbeat sentiment on the economy

Weekly Insights

Global / Insights

From “Trump Off” to (Mild) “Risk Off”

December 05, 2016
Global

While sentiment towards European equities and the euro dampen, underlying drivers of the Trump Trade continue gathering momentum

Global / Insights

Trump Trade Approaches Extremes

November 28, 2016
Global

The Trump Trade - bullish Developed Market equities and US Dollar - is not over, but it is overdone, for now

DBS View

Securities Market Outlook (Chinese Only)

August 04, 2016

DBS View

FX Market Pulse (Chinese Only)

August 05, 2016

Strategy

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

Global / Clear Call

A Nervous New World (Part 1)

November 09, 2016
Global

Here's what President Donald Trump means for global economies and markets

Videos

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

Global / Equities

DBS Clear Call: Markets Disrespect a Tough-Talking Fed

September 02, 2016
DBS Clear Call: Markets Disrespect a Tough-Talking Fed

Federal Reserve Chair Janet Yellen has said the case for raising US interest rates has strengthened. But according to the markets, the probability of a Fed hike this month has fallen. DBS Investment...

Key Indicators

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

GDP growth, % YoY

2013201420152016f2017f
US1.52.42.61.72.7
Japan1.400.60.80.8
Eurozone-0.30.91.91.61.6
Indonesia5.65.04.85.15.3
Malaysia4.76.05.04.24.5
Philippines7.16.15.96.76.4
Singapore4.42.92.01.21.3
Thailand2.90.92.83.23.4
Vietnam5.46.06.76.16.6
China7.77.36.96.56.5
Hong Kong3.12.52.41.02.0
Taiwan2.24.00.71.52.1
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
US1.51.60.11.32.2
Japan0.42.70.8-0.10.5
Eurozone1.50.60.00.20.6
Indonesia6.46.46.43.64.5
Malaysia2.13.12.12.02.2
Philippines2.94.21.41.72.7
Singapore2.41.0-0.5-0.50.9
Thailand2.21.9-0.90.21.5
Vietnam6.64.10.62.63.4
China2.62.01.42.01.8
Hong Kong4.34.43.02.61.5
Taiwan0.81.2-0.31.31.0
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

current4Q161Q172Q173Q17
US
Japan113.8105105105105
Eurozone1.0761.101.101.101.10
Indonesia13,31313,16013,33913,51813,697
Malaysia4.434.134.174.204.24
Philippines49.749.449.850.250.7
Singapore1.421.381.391.391.40
Thailand35.635.135.235.435.5
Vietnam^22,68522,24322,24322,24322,243
China*6.886.826.917.007.08
Hong Kong7.767.787.787.787.78
Taiwan31.831.431.531.531.6
South Korea1,1611,1421,1451,1471,149
India67.667.467.567.667.7
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

current4Q161Q172Q173Q17
US0.500.751.001.251.50
Japan-0.10-0.10-0.10-0.20-0.20
Eurozone0.000.000.000.000.00
Indonesia4.754.754.754.755.00
Malaysia3.003.003.003.003.00
Philippines3.003.003.253.503.50
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
India6.256.256.006.006.00
^ 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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