Singapore's STI Projected to Hit 3,950 by 2025 on Strong Bank Performance: DBS
Singapore's STI Projected to Hit 3,950 by 2025 on Strong Bank Performance: DBS
Due to bank-heavyweight stocks, supported by slower Fed rate cuts and stable bank earnings.
由於銀行重磅股票受到聯儲局減息放緩和穩定銀行收益的支持。
Singapore's Straits Times Index (STI) is projected to reach 3,950 by end-2025, driven by strong bank performances, though earnings growth may slow amid global trade tensions.
新加坡海峽時報指數(STI)預計到2025年底將達到3950點,受益於強勁的銀行業績,但在全球貿易緊張局勢下,盈利增長可能會放緩。
In its report, DBS said this growth is attributed to bank-heavyweight stocks, supported by slower Fed rate cuts and stable bank earnings.
在其報告中,DBS表示這一增長歸因於銀行重磅股票,受到聯儲局減息放緩和穩定銀行收益的支持。
However, it noted STI earnings growth for 2025 is expected to slow to 3.4% due to U.S.-China trade tensions, inflation uncertainties, and geopolitical volatility.
然而,它指出,2025年STI的盈利增長預計將放緩至3.4%,原因是中美貿易緊張、通脹不確定性和地緣政治波動。
Meanwhile, it forecasted the city's GDP to grow by 2.8% in 2025, but cited challenges such as U.S.-China trade tensions and inflation uncertainties.
與此同時,它預測該城市的GDP將在2025年增長2.8%,但指出面臨中美貿易緊張和通脹不確定性等挑戰。
Singapore's GDP is forecasted to grow by 2.8% in 2025, though similar global headwinds are likely to pose challenges.
新加坡的GDP預計在2025年增長2.8%,儘管類似的全球逆風可能帶來挑戰。
On the other hand, industrial REITs are expected to perform well with higher rents and easing costs, led by MLT and MINT.
另一方面,工業信託預計將在租金上升和成本降低的支持下表現良好,由MLt和MINt主導。
Retail REITs remain supported by strong tenant sales, though sentiment-based outflows may occur by late 2025.
零售信託仍然受到強勁租戶銷售的支持,但到2025年底可能會出現情緒驅動的資金流出。
Grade A offices in Singapore's CBD are projected to remain resilient with stable occupancy rates and easing costs.
新加坡中央商業區的A級辦公樓預計將保持韌性,入住率穩定,成本有所下降。