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Market UpdatesSingapore SGX stocks

Global Market Update October 2025: US AI Bubble Concerns, Singapore Stocks Rally, Defence Sector Insights 12

Posted on October 8, 2025 at 2:06 pm (GMT+8)

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Broker Name: OCBC Investment Research
Date of Report: 8 October 2025

Excerpt from OCBC Investment Research report.

Report Summary:

  • Global markets saw a pullback after a period of record highs, with concerns rising over a potential AI bubble and ongoing political and economic uncertainties.
  • ST Engineering Ltd (STE) continues to streamline its portfolio, supported by growth in global defence spending, but current valuations appear stretched, leading to a HOLD rating and a revised fair value estimate.

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/investments/research.html

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