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 push toward all-time highs

May 24, 2017
US stocks push toward all-time highs

Bank shares lead advances amid gains in 10-year Treasury note

Asia / Equities

Asian equities extend gains

May 24, 2017
Asian equities extend gains

But China ends mixed as concerns over tightening policies linger

Global / Currencies

The dollar climbs

May 24, 2017
The dollar climbs

Investors await fresh drivers ahead of FOMC meeting

Weekly Insights

Global / Insights

Be Alert, Not Alarmed over Geopolitical Risks

April 17, 2017
Global

Risk asset markets could remain weak this week as the US and North Korea continue to play a game of “chicken”

Global / Insights

This Time, Geopolitics Matter to Markets

April 10, 2017
Global

Any escalation of US-Russia tensions will likely give equities markets the "new driver" they were looking for - to trade lower

DBS View

Securities Market Outlook (Chinese Only)

May 18, 2017

DBS View

FX Market Pulse (Chinese Only)

May 04, 2017

Strategy

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

Global / Equities

Have global equities hit stall speed?

May 12, 2017
Global

DBS Chief Investment Officer Lim Say Boon thinks global equitiesmay be about to fall out of their trading ranges.

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
US2.42.61.62.52.6
Japan0.31.21.01.31.0
Eurozone0.91.91.71.61.7
Indonesia5.04.95.05.15.4
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 Korea3.32.82.82.52.5
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*6.04.94.64.55.0
* 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

current2Q173Q174Q171Q18
US
Japan111.6113114116117
Eurozone1.1231.091.081.081.08
Indonesia13,31113,55113,61413,67713,740
Malaysia4.284.364.374.374.38
Philippines49.950.250.751.151.5
Singapore1.381.401.411.411.41
Thailand34.334.835.135.435.7
Vietnam^22,68022,64522,69522,74422,794
China*6.896.906.967.037.10
Hong Kong7.797.787.787.787.78
Taiwan30.231.031.131.131.2
South Korea1,1201,1501,1501,1501,150
India64.764.764.864.965.0
^ 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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