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.
星展銀行表示，共和黨的紅包將對一些房地產投資信託基金產生負面影響。
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.
星展銀行的專家表示，美國大選的結果可能會影響新加坡股市在未來幾個月乃至2025年的表現。
Should there be a Republican Party red sweep will be negative for real estate investment trusts (REITs) and stocks with Chinese exposure, warned DBS.
星展銀行警告說，如果共和黨大獲全勝，房地產投資信託基金（REIT）和有中國風險敞口的股票將是負面的。
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，這樣的結果對SATS和St Engineering來說是個好兆頭，這要歸因於美國的回岸努力，新加坡證券交易所和iFast受益於市場波動加劇，ComfortDelGro和新加坡航空因受到油價上限的支撐，以及盛雄的國內風險敞口具有彈性。
A Kamala Harris presidency, meanwhile, would be positive for regional markets due to a more stable global trade environment and policy continuity, said DBS.
星展銀行表示，與此同時，由於全球貿易環境更加穩定和政策連續性，卡馬拉·賀錦麗擔任總統將對區域市場產生積極影響。
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.
弗雷澤中心點信託（FCT）、凱德騰飛房地產投資信託基金（CLAR）、豐樹工業信託（MINT）和其他減息的受益者有望從更有利的通脹前景中受益。
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.
星展銀行表示，無論誰在選舉中獲勝，風險投資公司和弗倫肯都可能受益於向東盟提供技術供應鏈的多元化，而Seatrium可能會從下一任總統對清潔能源或石油和天然氣的關注中獲得支持。
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.
同時，星展銀行表示，美國大選的平靜結果和較低的利率可能有助於海峽時報指數（STI）達到其3750的年終目標。
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，如果共和黨人大獲全勝，利率有望上升，則市場可能會變得更加動盪，支撐位在3480，甚至降至3340。
