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

Asia markets see-saw

May 25, 2018
Asia markets see-saw

US-China trade talks seemed to lose momentum, North Korea worries move to the fore

Global / Currencies

The lira gets no relief

May 25, 2018
The lira gets no relief

The currency resumes its nosedive against the dollar

Developed Markets / Equities

The deal is off

May 25, 2018
The deal is off

Trump declares US military ‘ready’ after the North Korea setback

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

Global / Outlook

2Q18: Mind the Bends

March 27, 2018
Global

DBS Chief Investment Officer Hou Wey Fook shares how to navigate markets in 2Q18

Global / Outlook

1Q18: The Bull Ain't Done

December 15, 2017
Global

The Chief Investment Office brings you the investment outlook and strategy for 2018

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*7.58.07.16.67.2
Indonesia4.95.05.15.35.4
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*6.04.94.53.74.6
Indonesia6.43.53.84.04.5
Malaysia2.12.13.93.53.0
Philippines**1.41.32.94.23.5
Singapore-0.5-0.50.61.01.8
South Korea0.71.01.91.81.8
Taiwan-0.31.40.61.01.0
Thailand-0.90.20.71.51.5
Vietnam0.62.73.53.63.8
Eurozone00.21.51.31.4
Japan0.8-0.10.50.61.0
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

1Q182Q183Q184Q181Q19
China*6.396.496.606.566.52
Hong Kong7.827.837.837.827.82
India64.7065.9067.0067.2067.40
Indonesia13,59613,74713,90013,96014,019
Malaysia3.954.084.204.184.16
Philippines52.653.354.054.454.8
Singapore**1.321.351.381.371.37
South Korea1,0821,1211,1601,1481,136
Taiwan
Thailand31.832.833.933.633.3
Vietnam***22,74522,83222,92022,97023,020
Eurozone1.231.191.161.171.19
Japan108112116115114

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

Policy interest rates, end of period

1Q182Q183Q184Q181Q19
China*4.354.354.354.354.35
Hong Kongn.a.n.a.n.a.n.a.n.a.
India6.006.006.006.006.25
Indonesia4.254.254.254.504.75
Malaysia3.253.253.503.503.50
Philippines3.003.253.503.503.75
Singapore**1.401.651.902.152.15
South Korea1.501.751.752.002.00
Taiwan1.381.381.381.501.50
Thailand1.501.501.501.501.75
Vietnam***6.256.256.256.256.50
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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