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 equities pad all-time highs

September 20, 2017
US equities pad all-time highs

Sentiment is cheery while the Fed begins its policy meeting

Asia / Equities

Asian markets retreat

September 20, 2017
Asian markets retreat

Investors brace for Federal Reserve's policy decision

Global / Currencies

Pound swings on more Brexit drama

September 20, 2017
Pound swings on more Brexit drama

News that Boris Johnson may resign turns Sterling around

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

3Q17: Desperately seeking value

June 27, 2017
Global

Neither feast nor famine - that is the frustrating outlook for global equities

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

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
US2.42.61.52.22.5
Japan0.21.11.01.61.1
Eurozone1.11.91.72.02.0
Indonesia5.04.95.05.15.3
Malaysia6.05.04.25.34.6
Philippines6.25.96.96.46.7
Singapore2.92.02.02.82.5
Thailand0.92.93.23.53.6
Vietnam6.06.76.26.36.4
China7.36.96.76.76.4
Hong Kong2.52.41.03.02.1
Taiwan4.00.71.52.42.5
South Korea3.32.82.82.82.9
India*7.58.07.16.87.3
* 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
US1.60.11.31.92.1
Japan2.70.8-0.10.40.6
Eurozone0.60.00.21.51.2
Indonesia6.46.43.54.24.5
Malaysia3.12.12.13.42.5
Philippines4.21.41.82.92.9
Singapore1.0-0.5-0.50.91.8
Thailand1.9-0.90.20.51.2
Vietnam4.10.62.73.73.6
China2.01.42.01.62.1
Hong Kong4.43.02.61.82.5
Taiwan1.2-0.31.40.91.0
South Korea1.30.71.01.91.8
India*6.04.94.53.64.0
* 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

current4Q171Q182Q183Q18
US
Japan111.5110110110110
Eurozone1.1961.171.171.171.17
Indonesia13,25513,41113,42913,44713,465
Malaysia4.194.224.234.244.25
Philippines51.151.251.652.052.4
Singapore1.351.361.361.361.36
Thailand33.133.133.133.133.1
Vietnam^22,72622,77122,82022,86922,917
China*6.586.586.586.586.58
Hong Kong7.827.827.827.827.82
Taiwan30.130.530.530.530.5
South Korea1,1291,1501,1501,1501,150
India64.164.864.965.065.1
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

current4Q171Q182Q183Q18
US1.251.501.752.002.25
Japan-0.10-0.10-0.10-0.10-0.10
Eurozone0.000.000.000.000.00
Indonesia4.504.254.254.254.25
Malaysia3.003.003.003.003.00
Philippines3.003.253.503.503.50
Singaporen.a.n.a.n.a.n.a.n.a.
Thailand1.501.501.501.501.50
Vietnam^6.256.006.006.006.00
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 Korea1.251.251.251.501.50
India6.006.006.006.006.00
^ 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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