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 decline

April 20, 2018
US stocks decline

Technology shares came under pressure from trade and earnings concerns

Asia / Equities

Asia equities climb

April 20, 2018
Asia equities climb

Materials stocks rally in China, Australia

Global / Currencies

Swiss franc weakens past 1.20 per euro

April 20, 2018
Swiss franc weakens past 1.20 per euro

It would be for the first time since the Swiss National Bank removed its cap on the currency

Key Indicators

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

GDP growth, % YoY

2015201620172018f2019f
China6.96.76.96.46.2
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

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

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

Global / Outlook

2018: The Bull Ain't Done

December 15, 2017
Global

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

Global / Outlook

4Q17: Stay in the game

October 02, 2017
Global

The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication

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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