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 Quarterly Outlook and our specialised focus pieces.
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 mixed

December 13, 2017
US stocks mixed

The Federal Reserve starts its two-day meeting

Asia / Equities

Asia gauges ends lower

December 13, 2017
Asia gauges ends lower

But Australia bucks the regional trend

Global / Currencies

The dollar resumes its rise

December 13, 2017
The dollar resumes its rise

The Fed is expected to raise interest rates after its two-day meeting

Key Indicators

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

GDP growth, % YoY

201520162017f2018f2019f
China6.96.76.86.46.2
Hong Kong2.42.03.72.52.5
India*7.58.07.16.67.2
Indonesia4.95.05.15.35.4
Malaysia5.04.25.75.05.0
Philippines5.96.96.76.76.7
Singapore2.02.03.23.02.7
South Korea2.82.83.12.92.9
Taiwan0.81.42.42.52.4
Thailand2.93.23.84.04.0
Vietnam6.76.26.66.46.6
Eurozone1.91.82.11.91.9
Japan1.111.61.10.9
United States**2.61.52.22.42.5
* refers to year ending March ** eop for CPI inflation
Source: CEIC and DBS Group Research

CPI inflation, % YoY

201520162017f2018f2019f
China1.42.01.62.12.2
Hong Kong3.02.41.72.02.5
India*6.04.94.53.44.2
Indonesia6.43.53.84.04.5
Malaysia2.12.13.73.53.0
Philippines1.41.83.23.63.8
Singapore-0.5-0.50.61.01.8
South Korea0.71.02.01.81.8
Taiwan-0.31.40.61.01.0
Thailand-0.90.20.71.51.5
Vietnam0.62.73.73.63.8
Eurozone00.21.51.21.6
Japan0.8-0.10.40.61
United States**0.11.31.61.81.8
* refers to year ending March ** eop for CPI inflation
Source: CEIC and DBS Group Research

Exchange rates, end of period

4Q171Q182Q183Q184Q18
China*6.616.746.816.886.81
Hong Kong7.817.827.827.837.820
India64.5065.2066.1067.0067.20
Indonesia13,54613,70013,80013,90014000
Malaysia4.084.284.304.324.3
Philippines50.751.652.052.452.8
Singapore**1.351.381.391.401.39
South Korea1,0931,1501,1571,1641157
Taiwan
Thailand32.633.834.134.434.1
Vietnam***22,71622,82022,87022,92022,970
Eurozone1.181.141.121.11.12
Japan112116119122121
United States
* 1-yr lending rate; ** 3M SOR ; *** prime rate
Source: Bloomberg and DBS Group Research

Policy interest rates, end of period

4Q171Q182Q183Q184Q18
China*4.354.354.354.354.35
Hong Kongn.a.n.a.n.a.n.a.n.a.
India6.006.006.006.006.00
Indonesia4.254.254.254.254.50
Malaysia3.003.003.003.253.50
Philippines3.253.503.753.754.00
Singapore**1.401.401.651.902.15
South Korea1.501.501.751.752.00
Taiwan1.381.381.381.381.50
Thailand1.501.501.501.501.50
Vietnam***6.256.256.256.256.25
Eurozone00000.00
Japan-0.1-0.1-0.1-0.1-0.10
United States1.51.51.7522.25
* 1-yr lending rate; ** 3M SOR ; *** prime 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

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

2H17: Desperately seeking value

July 27, 2017

DBS Clear Call

The Investment World According to Trump

February 19, 2017

Strategy

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

Global / Equities

Video: Desperately seeking value in 3Q17

July 27, 2017
Global

DBS Chief Investment Officer Lim Say Boon discusses the frustrating outlook for global equities

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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