Broker Name: OCBC Investment Research
Date of Report: 6 October 2025
Excerpt from OCBC Investment Research report.
- Global equities pulled back slightly after recent record highs, with tech stocks showing weakness, but major indices still closed the week with solid gains.
- Healthcare and defensive sectors outperformed in the US, while Europe and Asia saw positive momentum driven by capital inflows and policy expectations.
- Singapore’s Straits Times Index (STI) rose modestly, with banking and REIT stocks featuring prominently among top market capitalizations and yielding steady dividends.
Report Summary
- US markets paused their rally, especially in tech, but still ended the week higher, with small caps and healthcare outperforming due to defensive rotation and easing sector worries.
- European and Asian markets advanced, supported by AI investments, policy optimism, and leadership prospects in Japan.
- Singapore’s market posted mild gains, with financials, REITs, and selected industrials showing dividend resilience and value.
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/research-portal
