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

Global / Currencies

USD Slumps on Trump Remarks

January 18, 2017
USD Slumps on Trump Remarks

Dollar experiences biggest single-day loss since July

Developed Markets / Equities

Wall St Finishes Lower

January 18, 2017
Wall St Finishes Lower

US stocks retreat, while European shares pare losses

Asia / Equities

Asian Markets Stabilise

January 18, 2017
Asian Markets Stabilise

Chinese stocks settle after five-day losing streak

Key Indicators

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

GDP growth, % YoY

2013201420152016f2017f
US1.52.42.61.72.7
Japan2.00.31.21.01.0
Eurozone-0.30.91.91.61.6
Indonesia5.65.04.85.15.3
Malaysia4.76.05.04.24.5
Philippines7.16.15.96.76.6
Singapore4.42.92.01.21.3
Thailand2.90.92.83.23.4
Vietnam5.46.06.76.26.6
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*6.77.37.66.97.6
* India data & forecasts refer to fiscal years beginning April; prior to 2013 inflation is WPI
Source: CEIC and DBS Group Research

CPI inflation, % YoY

2013201420152016f2017f
US1.51.60.11.22.2
Japan0.42.70.8-0.10.5
Eurozone1.50.60.00.20.6
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
Vietnam6.64.10.62.73.4
China2.62.01.42.01.8
Hong Kong4.34.43.02.61.5
Taiwan0.81.2-0.31.41.0
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

current1Q172Q173Q174Q17
US
Japan112.8111113114115
Eurozone1.0701.051.051.041.04
Indonesia13,35213,33913,51813,69713,876
Malaysia4.464.464.564.674.78
Philippines49.849.850.250.751.1
Singapore1.421.441.451.461.48
Thailand35.336.336.536.636.8
Vietnam^22,54322,78222,78222,78222,782
China*6.856.937.027.117.19
Hong Kong7.767.787.787.787.78
Taiwan31.632.232.432.532.7
South Korea1,1751,1991,2011,2041,206
India68.069.670.571.472.4
^ prime rate; * 1-yr lending rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

current1Q172Q173Q174Q17
US0.751.001.251.501.75
Japan-0.10-0.10-0.20-0.20-0.20
Eurozone0.000.000.000.000.00
Indonesia4.754.754.755.005.00
Malaysia3.003.003.003.003.00
Philippines3.003.253.503.503.50
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
India6.256.006.006.006.00
^ 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

“Trump Trade” Pauses Ahead of Inauguration Day

January 16, 2017
Global

Risk assets pull back as investors adopt a wait-and-see mode

Global / Clear Call

Trade on Charts, Not Tweets

January 12, 2017
Global

DBS Chief Investment Officer Lim Say Boon discusses how to cut through Trump's "twitter storm"

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 / Outlook

1Q-2017: All Change - Trump Triggers Inflections

December 23, 2016
Global

Donald Trump is the latest disruption to already disrupted markets. DBS Chief Investment Officer Lim Say Boon discusses the implications on risk asset markets

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

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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