花旗预警:新加坡金融管理局汇率政策趋平或抑制海峡时报指数下半年涨势

环球市场播报
25 Jul

  花旗研究团队最新研报指出,新加坡基准股指海峡时报指数(STI)此轮涨势或将在下半年受到阻力,因新加坡金融管理局(MAS)可能收窄其汇率政策区间。外汇政策趋平或将抑制当前由新元升值驱动的资金流入热潮,进而冲击市场动能。

  研报称,新加坡长期维持低利率环境可能进一步拖累金融板块表现,而银行等金融股正是海峡时报指数的权重支柱。值得关注的是,花旗将STI下半年目标点位从4200点上调至4400点,理由是对新加坡金管局通过流动性注入提振市场持乐观预期。

  截至发稿,海峡时报指数下跌0.5%报4252.16点。若新加坡金管局如期放宽本币升值幅度限制,新元汇率波动性收窄或削弱市场对本土资产的配置需求,进而影响股指上行空间。

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