Core Insights - SGX Group reported strong growth across its business segments in July, reflecting investor confidence in diverse asset classes [1][2][3] Securities Market Performance - In July, the total trading volume in the securities market increased by 27% year-on-year, reaching SGD 33.8 billion, marking a three-month high [1] - The average daily trading volume rose by 27% year-on-year to SGD 1.47 billion [1] - The Straits Times Index (STI) rose by 5.3% month-on-month, closing at 4,173.77 points, outperforming other major ASEAN markets [1] - Daily average trading value in Singapore stocks increased by 19% month-on-month, with improved liquidity across all sectors [1] Small and Mid-Cap Stocks - Small and mid-cap stocks saw a significant liquidity increase of 94% month-on-month, reaching SGD 261 million, contributing majorly to the trading volume growth [2] - The FTSE ST Small Cap Index and FTSE ST Mid Cap Index rose by 9.9% and 6.7% respectively [2] - Retail investors have become the fastest-growing segment, while institutional investors have net bought SGD 62 million in small and mid-cap stocks over the past six months [2] ETF Market Expansion - The launch of the 10th cross-border ETF under the Shenzhen Stock Exchange-SGX ETF mutual recognition mechanism contributed to market growth [2] - Total assets under management for ETFs increased by 36% year-on-year, reaching SGD 14.9 billion, with two ETFs tracking the STI surpassing SGD 3 billion in total size for the first time [2] Derivatives Market Performance - The total trading volume in the derivatives market increased by 25% year-on-year, reaching 29.3 million contracts [1] - Commodity trading volume surged by 76% year-on-year, hitting a historical high of 9 million contracts [3] - Iron ore average daily trading volume reached a record high of 362,755 contracts, with open interest nearing 3.5 million contracts [3] Forex Futures Demand - Forex futures trading saw increased demand due to uncertainties in US-India trade negotiations, with Indian Rupee/USD futures trading volume rising by 41% year-on-year to 2.2 million contracts [3] - The trading volume for USD/offshore RMB futures increased by 7% year-on-year to 3.1 million contracts amid heightened RMB exchange rate volatility [3]

随着以色列与伊朗冲突的风险评估持续发酵，部分油轮船东及管理公司自上周五起暂停为中东航线提供 船舶运力，这一举措引发了市场对该地区能源出口流通的担忧。 据不愿具名的船舶经纪商及租船方透露，近期试图租用油轮从波斯湾运输原油和成品油的产油商与贸易 商面临运力短缺。另有消息人士称，部分原定于上周五签署的临时租船协议因船东拒绝续约而未能最终 确认。 尽管目前出现大规模或持续性供应中断的可能性较低，但未来数周全球原油市场将密切关注中东及周边 海域的航运安全形势。该地区原油产量约占全球三分之一，若波斯湾航运受阻，沙特、阿联酋等主要出 口国难以通过其他渠道分流货物。 随着冲突态势加剧——包括以色列对伊朗能源及核设施的空袭，油轮船东正严密监控经霍尔木兹海峡进 入波斯湾的航行条件。虽然尚未出现大规模改道情况，但船东暂停海湾地区新航次签约的行为，可能导 致运价飙升及潜在航运中断。 船舶经纪数据显示，上周五中东至中国超大型油轮基准航线TD3C运价已攀升至55-58 WS(Worldscale,世 界油船费率表)，较周初上涨20%-30%。尽管周一市场缺乏公开报价，但据业内人士透露，该指标已进 一步升至65 WS附近。据了解，WS以基 ...