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

Wall Street Pauses

March 24, 2017
Wall Street Pauses

Congress wrangles with a health care bill; European and Japanese stocks bounce

Asia / Equities

Asian Markets Bounce Back

March 24, 2017
Asian Markets Bounce Back

Asian equities erase dips following the worst decline in three months

Global / Currencies

Yen Gains for Eighth Straight Day

March 24, 2017
Yen Gains for Eighth Straight Day

But dollar continues to hover around a four-month low

Key Indicators

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

GDP growth, % YoY

2014201520162017f2018f
US2.42.61.62.72.6
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 Korea3.32.62.72.52.5
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
Japan111.0113114116117
Eurozone1.0781.051.041.041.04
Indonesia13,32513,55113,61413,67713,740
Malaysia4.434.504.544.574.60
Philippines50.450.250.751.151.5
Singapore1.401.441.441.451.45
Thailand34.635.635.735.936.0
Vietnam^22,79522,84923,03423,21823,402
China*6.897.027.117.197.28
Hong Kong7.777.787.787.787.78
Taiwan30.531.431.531.531.5
South Korea1,1221,1731,1741,1751,177
India65.568.868.969.169.3
^ 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

Risk Assets Push Higher amid “Dovish” Fed

March 20, 2017
Global

But looser financial conditions may force the Federal Reserve to normalise monetary policy quicker

Global / Insights

The Era of Rising Rates has Arrived

March 13, 2017
Global

Investors' focus has shifted from "will the Fed hike rates" to "how fast will the rate hiking cycle be"

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 / 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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