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

Global / Currencies

US Dollar Retreats

March 13, 2017
US Dollar Retreats

The dollar slumps after Feb employment data, ahead of the Fed meeting

Developed Markets / Equities

Global Equities End Mixed

March 13, 2017
Global Equities End Mixed

US stocks snap their longest streak of weekly gains in more than a year, despite rising on Friday; Japanese equities surge

Asia / Equities

Disparity in Asian Markets

March 13, 2017
Disparity in Asian Markets

Investors brace for widely-expected US rate hike

Weekly Insights

Global / Insights

Trump Health Care Bill Fails to Launch

March 27, 2017
Global

Major doubts are cast on the administration's ability to push through other initiatives

Global / Insights

Risk Assets Push Higher amid “Dovish” Fed

March 20, 2017
Global

But looser financial conditions may force the Federal Reserve to normalise monetary policy quicker

DBS View

Securities Market Outlook (Chinese Only)

March 03, 2017

DBS View

FX Market Pulse (Chinese Only)

March 03, 2017

Strategy

Global / FX Chartist's Diary

USD/JPY: Health Care Vote Failure Posts Challenges

March 27, 2017
Global

The dollar-yen pair must hold the key level to reopen the upside.

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

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
US2.42.61.62.72.6
Japan0.31.21.01.01.1
Eurozone0.91.91.71.61.7
Indonesia5.04.95.05.35.4
Malaysia6.05.04.24.54.6
Philippines6.25.96.86.46.7
Singapore2.92.02.02.82.5
Thailand0.92.93.23.43.5
Vietnam6.06.76.26.66.7
China7.36.96.76.56.3
Hong Kong2.52.41.02.02.1
Taiwan4.00.71.52.52.3
South Korea3.32.62.72.52.5
India*7.27.97.27.67.8
* 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
US1.60.11.22.32.3
Japan2.70.8-0.10.50.6
Eurozone0.60.00.21.31.4
Indonesia6.46.43.54.55.1
Malaysia3.12.12.12.72.5
Philippines4.21.41.82.93.0
Singapore1.0-0.5-0.51.21.8
Thailand1.9-0.90.21.62.1
Vietnam4.10.62.74.03.2
China2.01.42.02.32.1
Hong Kong4.43.02.62.42.5
Taiwan1.2-0.31.41.21.0
South Korea1.30.71.01.81.6
India*6.04.94.65.05.2
* 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

current2Q173Q174Q171Q18
US
Japan110.7113114116117
Eurozone1.0871.051.041.041.04
Indonesia13,31013,55113,61413,67713,740
Malaysia4.414.504.544.574.60
Philippines50.150.250.751.151.5
Singapore1.391.441.441.451.45
Thailand34.435.635.735.936.0
Vietnam^22,77422,84923,03423,21823,402
China*6.877.027.117.197.28
Hong Kong7.777.787.787.787.78
Taiwan30.231.431.531.531.5
South Korea1,1131,1731,1741,1751,177
India65.068.868.969.169.3
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

current2Q173Q174Q171Q18
US1.001.251.501.752.00
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^6.506.506.506.506.50
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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