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.

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Daily Digest

Developed Markets / Equities

Dow Jones hits fresh high
July 27, 2017
Dow Jones hits fresh high

But S&P 500 ends little changed after Fed's comments

Asia / Equities

Asian stocks mixed
July 27, 2017
Asian stocks mixed

But commodity rally boosts raw material and energy stocks

Global / Currencies

US dollar hits 13-month low
July 27, 2017
US dollar hits 13-month low

The greenback craters following Fed signals to normalise its balance sheet "relatively soon"

Key Indicators

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

GDP growth, % YoY

2014201520162017f2018f
US2.42.61.62.22.5
Japan0.21.11.01.31.0
Eurozone1.11.91.71.71.8
Indonesia5.04.95.05.15.4
Malaysia6.05.04.25.04.6
Philippines6.25.96.96.46.7
Singapore2.92.02.02.82.5
Thailand0.92.93.23.43.5
Vietnam6.06.76.26.36.4
China7.36.96.76.56.3
Hong Kong2.52.41.02.52.1
Taiwan4.00.71.52.52.3
South Korea3.32.82.82.72.8
India*7.58.07.17.37.6
* 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
US1.60.11.52.52.3
Japan2.70.8-0.10.50.6
Eurozone0.60.00.21.61.6
Indonesia6.46.43.54.55.0
Malaysia3.12.12.13.72.5
Philippines4.21.41.83.23.2
Singapore1.0-0.5-0.51.21.8
Thailand1.9-0.90.20.91.7
Vietnam4.10.62.73.73.2
China2.01.42.02.02.1
Hong Kong4.43.02.62.02.5
Taiwan1.2-0.31.41.21.0
South Korea1.30.71.01.81.6
India*6.04.94.54.04.7
* 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

current3Q174Q171Q182Q18
US……………
Japan111.1114116117119
Eurozone1.1731.111.111.111.10
Indonesia13,33813,39313,41113,42913,447
Malaysia4.284.224.224.234.24
Philippines50.750.250.450.750.9
Singapore1.361.391.391.401.40
Thailand33.434.434.534.734.9
Vietnam^22,72322,72222,77122,82022,869
China*6.756.886.947.017.08
Hong Kong7.817.787.787.787.78
Taiwan30.331.231.231.331.4
South Korea1,1221,1501,1501,1501,150
India64.464.864.864.965.0
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

current3Q174Q171Q182Q18
US1.251.251.501.752.00
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^6.256.256.006.006.00
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 Korea1.251.251.251.251.50
India6.256.006.006.006.00
^ 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

Weekly Insights

Global / Insights

Monetary Accommodation and Upbeat Earnings Boost Equities
July 24, 2017
Global

Global equities grinded higher amid ongoing monetary accommodation and upbeat corporate earnings

Global / Insights

Dovish Fed Boosts US Equities
July 17, 2017
Global

The S&P 500 Index continued to push higher as the latest comments from the Federal Reserve gave a boost to sentiments

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

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 / 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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