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Thursday, March 19th, 2026

Singapore Market Update December 2025 – Fed Rate Cut, SingPost Postage Hike, Institutional Fund Flows & Key Dividends 1 2 7

Broker Name: Lim & Tan Securities
Date of Report: 10 December 2025

Excerpt from Lim & Tan Securities report

  • Report Summary
  • Singapore and global markets showed mixed performances, with the FSSTI up 19.2% year-to-date and the US Federal Reserve widely expected to cut interest rates again, though future moves remain uncertain due to inflation concerns and divided policymakers.
  • SingPost is raising domestic postage rates from January 2026 to support operational cost pressures and long-term sustainability amid declining mail volumes, while continuing investments in automation, eCommerce, and service touchpoints.
  • China’s aluminium sector is struggling with overcapacity and weak demand, prompting producers to shift to higher-value products for industries like aerospace and EVs.
  • Institutional investors in Singapore were net sellers in the week of 1 December, while retail investors were net buyers, with notable fund flows in banking, industrial, and real estate stocks.
  • The report also highlights recent share buybacks, company acquisitions/disposals, dividend announcements, and macroeconomic news impacting the US, China, and Hong Kong markets.

Above is an excerpt from a report by Lim & Tan Securities. Clients of Lim & Tan Securities can be the first to access the full report from the Lim & Tan Securities website: https://www.limtan.com.sg

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