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

Dow Sets Fresh Record

December 02, 2016
Dow Sets Fresh Record

Banking and industrial equities propel the Dow higher, but the tech sell-off accelerates

Asia / Equities

Asian Stocks Pull Back

December 02, 2016
Asian Stocks Pull Back

Regional bourses set to follow Australia and South Korea lower

Global / Currencies

USD Slides Again

December 02, 2016
USD Slides Again

The greenback weakens despite robust ISM Manufacturing data

Key Indicators

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

GDP growth, % YoY

2013201420152016f2017f
US1.52.42.61.73.0
Japan1.400.60.80.8
Eurozone-0.30.91.91.61.6
Indonesia5.65.04.85.15.3
Malaysia4.76.05.04.24.5
Philippines7.16.15.96.76.4
Singapore4.42.92.01.21.3
Thailand2.90.92.83.23.4
Vietnam5.46.06.76.06.4
China7.77.36.96.56.5
Hong Kong3.12.52.41.02.0
Taiwan2.24.00.71.52.1
South Korea2.93.32.62.72.5
India*6.77.37.67.87.9
* India data & forecasts refer to fiscal years beginning April; prior to 2013 inflation is WPI
Source: CEIC and DBS Group Research

CPI inflation, % YoY

2013201420152016f2017f
US1.51.60.11.32.2
Japan0.42.70.8-0.10.5
Eurozone1.50.60.00.10.6
Indonesia6.46.46.43.64.5
Malaysia2.13.12.12.02.2
Philippines2.94.21.41.72.7
Singapore2.41.0-0.5-0.50.9
Thailand2.21.9-0.90.21.5
Vietnam6.64.10.62.43.4
China2.62.01.42.01.8
Hong Kong4.34.43.02.61.5
Taiwan0.81.2-0.31.31.0
South Korea1.31.30.71.01.6
India*9.56.04.94.85.0
* 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

current4Q161Q172Q173Q17
US
Japan113.9105105105105
Eurozone1.0671.101.101.101.10
Indonesia13,56513,16013,33913,51813,697
Malaysia4.464.134.174.204.24
Philippines49.749.449.850.250.7
Singapore1.431.381.391.391.40
Thailand35.735.135.235.435.5
Vietnam^22,69022,24322,24322,24322,243
China*6.896.826.917.007.08
Hong Kong7.767.787.787.787.78
Taiwan31.931.431.531.531.6
South Korea1,1681,1421,1451,1471,149
India68.367.467.567.667.7
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

current4Q161Q172Q173Q17
US0.500.751.001.251.50
Japan-0.10-0.10-0.20-0.20-0.20
Eurozone0.000.000.000.000.00
Indonesia4.754.754.754.755.00
Malaysia3.003.003.003.003.00
Philippines3.003.003.253.503.50
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
India6.256.256.006.006.00
^ 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

Weekly Insights

Global / Insights

Trump Trade Approaches Extremes

November 28, 2016
Global

The Trump Trade - bullish Developed Market equities and US Dollar - is not over, but it is overdone, for now

Global / Insights

Trump Triggers Market Inflections

November 21, 2016
Global

America's President-Elect Donald Trump appears to have triggered major inflections in political and economic trends

The DBS View

2H-2016 Investment Outlook: 8 Predictions

July 21, 2016

DBS Clear Call

Markets Rebound ... But It's a Bumpy Road Ahead

June 29, 2016

Strategy

Global / FX Chartist's Diary

Quick Look at USD/CAD

November 11, 2016
Global

Canada's dollar is a NAFTA currency, but it has been far less volatile than the Mexican Peso

Global / Clear Call

A Nervous New World (Part 2)

November 09, 2016
Global

The Republican Party could win both the House and the Senate, giving Trump the power to act Obama didn't have

Videos

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.

Global / Equities

DBS Clear Call: Markets Disrespect a Tough-Talking Fed

September 02, 2016
DBS Clear Call: Markets Disrespect a Tough-Talking Fed

Federal Reserve Chair Janet Yellen has said the case for raising US interest rates has strengthened. But according to the markets, the probability of a Fed hike this month has fallen. DBS Investment...

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