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, dollar mixed amid policy whirlwind

April 28, 2017
US stocks, dollar mixed amid policy whirlwind

Trump Administration seeks to burnish its record ahead of its 100th day in office

Global / Currencies

The euro see-saws

April 28, 2017
The euro see-saws

The currency eventually closes lower as the ECB signals policy patience

Asia / Equities

Asian stocks hold highs

April 28, 2017
Asian stocks hold highs

Investors pause to assess the latest geopolitical and economic developments

Key Indicators

  • GDP
  • Inflation
  • Currency
  • Interest Rates
  • GDP
  • Inflation
  • Currency
  • Interest Rates

GDP growth, % YoY

2014201520162017f2018f
US2.42.61.62.62.6
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 Korea3.32.82.82.52.5
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*6.04.94.65.05.2
* 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
Japan111.3113114116117
Eurozone1.0871.051.041.041.04
Indonesia13,31413,55113,61413,67713,740
Malaysia4.354.504.544.574.60
Philippines50.050.250.751.151.5
Singapore1.401.441.441.451.45
Thailand34.635.635.735.936.0
Vietnam^22,73222,84923,03423,21823,402
China*6.907.027.117.197.28
Hong Kong7.787.787.787.787.78
Taiwan30.231.431.531.531.5
South Korea1,1301,1731,1741,1751,177
India64.268.868.969.169.3
^ 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

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

The DBS View

Investing in the Time of Trump: 10 Ideas

January 31, 2017

DBS Clear Call

The Investment World According to Trump

February 19, 2017

Strategy

China / Equities

Chinese Equities Could Remain Volatile

April 20, 2017
China

This could carry on until policymakers resolve the conflict between the desire for growth and the need to contain debt, says DBS Chief Investment Officer Lim Say Boon

US / Currencies

Do Trump's Quips Matter for the Dollar?

April 13, 2017
US

You cannot invest on Trump's quirks and quips; he could just as well say something else tomorrow, says DBS Chief Investment Officer Lim Say Boon

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 / Clear Call Video

DBS Clear Call: US Election Market Impact

November 03, 2016
DBS Clear Call: US Election Market Impact

DBS Investment Strategist Jason Low looks at the US Presidential elections. Jason sets out the likely market reactions if either Clinton or Trump wins the White House.

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.

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