HSBC Stays Underweight on Singapore Equities -- Market Talk

Dow Jones

2025/06/25

0532 GMT - HSBC remains underweight on Singapore stocks, four members of its Global Research team say in a note. The country's equity market continues to outperform its Asean peers amid risk-off sentiment, they write. But any easing in such sentiment "should pave the way for rotation into laggard markets where valuations are more attractive, earnings growth is likely [to] be better and investor positioning is much lighter." They note that while Singapore's industrial companies are set to benefit from global capital-expenditure increases, tariff uncertainties pose near-term risks amid expected delays in investment. HSBC prefers property names over banks in a falling interest-rate environment. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

June 25, 2025 01:32 ET (05:32 GMT)

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The country's equity market continues to outperform its Asean peers amid risk-off sentiment, they write. But any easing in such sentiment \"should pave the way for rotation into laggard markets where valuations are more attractive, earnings growth is likely [to] be better and investor positioning is much lighter.\" They note that while Singapore's industrial companies are set to benefit from global capital-expenditure increases, tariff uncertainties pose near-term risks amid expected delays in investment. HSBC prefers property names over banks in a falling interest-rate environment. 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The country's equity market continues to outperform its Asean peers amid risk-off sentiment, they write. But any easing in such sentiment \"should pave the way for rotation into laggard markets where valuations are more attractive, earnings growth is likely [to] be better and investor positioning is much lighter.\" They note that while Singapore's industrial companies are set to benefit from global capital-expenditure increases, tariff uncertainties pose near-term risks amid expected delays in investment. HSBC prefers property names over banks in a falling interest-rate environment. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 25, 2025 01:32 ET (05:32 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00005","symbol_name":"滙豐控股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2546262799","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546262799","pubTimestamp":1750829520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0532 GMT - HSBC remains underweight on Singapore stocks, four members of its Global Research team say in a note. The country's equity market continues to outperform its Asean peers amid risk-off sentiment, they write. But any easing in such sentiment \"should pave the way for rotation into laggard markets where valuations are more attractive, earnings growth is likely [to] be better and investor positioning is much lighter.\" They note that while Singapore's industrial companies are set to benefit from global capital-expenditure increases, tariff uncertainties pose near-term risks amid expected delays in investment. HSBC prefers property names over banks in a falling interest-rate environment. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"00005":"汇丰控股","HSBC":"汇丰"},"translate_title":"汇丰银行维持新加坡股市跑输大盘——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00005":1,"HSBC":1},"content_text":"0532 GMT - HSBC remains underweight on Singapore stocks, four members of its Global Research team say in a note. The country's equity market continues to outperform its Asean peers amid risk-off sentiment, they write. But any easing in such sentiment \"should pave the way for rotation into laggard markets where valuations are more attractive, earnings growth is likely [to] be better and investor positioning is much lighter.\" They note that while Singapore's industrial companies are set to benefit from global capital-expenditure increases, tariff uncertainties pose near-term risks amid expected delays in investment. HSBC prefers property names over banks in a falling interest-rate environment. 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