Broker Name: OCBC Investment Research
Date of Report: 15 October 2025
Excerpt from OCBC Investment Research report.
- Report Summary
- Global markets declined amid renewed US-China trade tensions, with Wall Street, European, and Asian indices all broadly lower. Investors shifted toward safe havens such as gold.
- The US Federal Reserve signaled an end to quantitative tightening and rate cuts, while investor caution over tech valuations increased. Major banks and tech firms posted mixed results.
- European stocks fell, particularly in trade-sensitive sectors, as France considered suspending pension reforms for stability.
- Asian markets dropped, led by tech sector corrections and political upheaval in Japan.
- Singapore’s Straits Times Index fell, with financials and real estate mixed; trading volumes increased.
- Recent OCBC research highlights include positive outlooks on Singapore banks, tech, and select Chinese and Hong Kong companies, with several Buy and Hold ratings.
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
