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

One China hedge fund doubles down

July 17, 2018
One China hedge fund doubles down

That is even as a rout deepens its losses, and peers duck for cover

Global / Currencies

The pound picks up against weaker dollar

July 17, 2018
The pound picks up against weaker dollar

Sterling traders await Brexit progress, economic data

Developed Markets / Equities

Slumping tech shares lead most US stocks lower

July 17, 2018
Slumping tech shares lead most US stocks lower

Investors continue to weigh earnings against a backdrop of trade tensions

Weekly Insights

Global / Insights

US debt ceiling, tax reform take centre stage

August 28, 2017
Global

Investors are increasingly buying protection for downside risks

Global / Insights

EM outperforms DM on mounting US political turmoil

August 21, 2017
Global

Global investors are seeking cheaper exposures to equities

DBS View

Securities Market Outlook (Chinese Only)

September 08, 2017

DBS View

FX Market Pulse (Chinese Only)

August 28, 2017

Strategy

US / CIO Insights

CIO Insight

July 04, 2018
US

Trade war – From rhetoric to reality?

Global / Outlook

3Q18: Steer Through Rough Seas

June 20, 2018
Global

DBS Chief Investment Officer Hou Wey Fook shares how to navigate markets in 3Q18

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

2015201620172018f2019f
China6.96.76.96.66.2
Hong Kong2.42.03.83.32.9
India*7.58.07.16.77.2
Indonesia4.95.05.15.05.2
Malaysia5.04.25.95.05.0
Philippines**5.96.96.76.76.7
Singapore2.02.03.63.02.7
South Korea2.82.93.12.92.9
Taiwan0.81.42.92.82.4
Thailand2.93.23.94.04.0
Vietnam6.76.26.86.46.6
Eurozone1.91.82.52.22.2
Japan1.10.91.71.10.9
United States***2.61.52.32.62.5
* refers to year ending March **new CPI series *** eop for CPI inflation
Source: CEIC and DBS Group Research

CPI inflation, % YoY

2015201620172018f2019f
China1.42.01.62.12.2
Hong Kong3.02.41.72.02.5
India*6.04.94.53.64.7
Indonesia6.43.53.83.64.0
Malaysia2.12.13.92.63.0
Philippines**1.41.32.94.23.5
Singapore-0.5-0.50.61.01.8
South Korea0.71.01.91.81.8
Taiwan-0.31.40.61.31.0
Thailand-0.90.20.71.51.5
Vietnam0.62.73.53.63.8
Eurozone0.00.21.51.41.4
Japan0.8-0.10.50.81.0
United States***0.11.32.11.81.8
* refers to year ending March **new CPI series *** eop for CPI inflation
Source: CEIC and DBS Group Research

Exchange rates, end of period

2Q183Q184Q181Q192Q19
China*6.626.606.706.656.60
Hong Kong7.857.847.837.827.82
India68.5069.0069.5070.0070.50
Indonesia14,33014,50014,60014,65014,700
Malaysia4.044.104.204.174.15
Philippines53.453.554.054.555.0
Singapore**1.361.381.401.391.38
South Korea1,1151,1501,2001,1801,160
Taiwan
Thailand33.033.434.033.833.5
Vietnam***22,93823,15023,20023,25023,300
Eurozone1.171.141.121.131.14
Japan111113115114113

* 1-yr lending rate; ** 3M SOR ; *** prime rate

Policy interest rates, end of period

2Q183Q184Q181Q192Q19
China*4.354.354.354.354.35
Hong Kongn.a.n.a.n.a.n.a.n.a.
India6.256.506.756.756.75
Indonesia4.755.255.755.755.75
Malaysia3.253.253.253.253.25
Philippines3.253.503.503.754.00
Singapore**1.651.902.152.152.40
South Korea1.501.501.751.752.00
Taiwan1.381.381.501.501.63
Thailand1.501.501.501.752.00
Vietnam***6.256.256.256.506.50
Eurozone0.000.000.000.000.00
Japan-0.10-0.10-0.10-0.10-0.10

* 1-yr lending rate; ** 3M SOR ; *** prime rate

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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