Broker Name: OCBC Investment Research
Date of Report: 1 October 2025
Excerpt from OCBC Investment Research report.
Report Summary
- Global equities posted strong quarterly gains, driven by optimism around artificial intelligence, easing inflation, and expectations of lower interest rates. US stocks had their best September since 2010, with the S&P 500 up 3.53% for the month and 7.79% for the quarter.
- Concerns remain over a potential US government shutdown, which could delay key economic data releases and add market volatility. A prolonged shutdown may also impact credit ratings.
- Healthcare led gains in the US, while airline stocks fell due to shutdown concerns. European stocks outperformed seasonally, while Asia Pacific saw its longest monthly winning streak since 2018.
- Singapore’s Straits Times Index rose 0.7%, with financials and REITs performing well. Market statistics for major Singapore stocks and recent analyst ratings are provided.
Above is an excerpt from a report by OCBC Investment Research. Clients of OCBC Investment Research can be the first to access the full report from the OCBC Investment Research website : https://www.ocbc.com/group/investment-research.html
