US Election Outcomes Could Shape Singapore Equities Through 2025
US Election Outcomes Could Shape Singapore Equities Through 2025
Such an outcome, however, will bode well for SATS and ST Engineering due to US reshoring efforts, the SGX and iFAST as they benefit from heightened market volatility, ComfortDelGro and Singapore Airlines since they are supported by capped oil prices, and Sheng Siong given its resilient domestic exposure.A Republican Party red sweep would be negative for some REITs, said DBS.
星展银行表示，共和党的红包将对一些房地产投资信托基金产生负面影响。
The outcome of the US elections will likely shape the performance of Singapore equities in the months ahead and potentially into 2025, experts from DBS said.
星展银行的专家表示，美国大选的结果可能会影响新加坡股市在未来几个月乃至2025年的表现。
Should there be a Republican Party red sweep will be negative for real estate investment trusts (REITs) and stocks with Chinese exposure, warned DBS.
星展银行警告说，如果共和党大获全胜，房地产投资信托基金（REIT）和有中国风险敞口的股票将是负面的。
Such an outcome, however, will bode well for SATS and ST Engineering due to US reshoring efforts, the SGX and iFAST as they benefit from heightened market volatility, ComfortDelGro and Singapore Airlines since they are supported by capped oil prices, and Sheng Siong given its resilient domestic exposure.
但是，这样的结果对SATS和St Engineering来说是个好兆头，这要归因于美国的回岸努力，新加坡证券交易所和iFast受益于市场波动加剧，ComfortDelGro和新加坡航空因受到油价上限的支撑，以及盛雄的国内风险敞口具有弹性。
A Kamala Harris presidency, meanwhile, would be positive for regional markets due to a more stable global trade environment and policy continuity, said DBS.
星展银行表示，与此同时，由于全球贸易环境更加稳定和政策连续性，卡马拉·哈里斯担任总统将对区域市场产生积极影响。
Frasers Centrepoint Trust (FCT), CapitaLand Ascendas REIT (CLAR), Mapletree Industrial Trust (MINT), and other beneficiaries of rate cuts are poised to benefit from a more favourable inflation outlook.
弗雷泽中心点信托（FCT）、凯德腾飞房地产投资信托基金（CLAR）、丰树工业信托（MINT）和其他降息的受益者有望从更有利的通胀前景中受益。
Regardless of who wins the election, DBS said Venture Corp and Frencken could benefit from technology supply chain diversification into ASEAN, whilst Seatrium might find support from a focus on clean energy or oil and gas by the next president.
星展银行表示，无论谁在选举中获胜，风险投资公司和弗伦肯都可能受益于向东盟提供技术供应链的多元化，而Seatrium可能会从下一任总统对清洁能源或石油和天然气的关注中获得支持。
Meanwhile, DBS said that a calm outcome from the US elections and lower interest rates could help the Straits Times Index (STI) reach its year-end target of 3750.
同时，星展银行表示，美国大选的平静结果和较低的利率可能有助于海峡时报指数（STI）达到其3750的年终目标。
However, if Republicans win big and interest rates look set to rise, the market could become more volatile, with support levels at 3480 or even down to 3340.
但是，如果共和党人大获全胜，利率有望上升，则市场可能会变得更加动荡，支撑位在3480，甚至降至3340。
