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MAS Flags Elevated Global Risks as Stress Tests Show Singapore Finance Resilient

The central bank warns of AI-fueled valuations with opaque private financing creating risk of abrupt corrections.

Overview

  • MAS’s 2025 Financial Stability Review finds households, corporates and banks in Singapore have stronger balance sheets and sufficient buffers to absorb income and financing shocks.
  • Industry-wide stress tests indicate domestic systemically important banks retain robust capital and liquidity, with generally improving asset quality and lower non-performing loan ratios across most sectors.
  • Financial conditions turned mildly accommodative as the three-month SORA fell to 1.72% in Q3 2025, supporting growth in bank lending and a 9.5% rise in money supply.
  • MAS flags elevated external threats, citing record equity valuations tied to AI, recent high-profile private-credit losses, complex financing that may mask leverage, and global fiscal vulnerabilities.
  • The authority urges households, firms and financial institutions to manage leverage carefully, reinforce liquidity buffers and maintain prudent credit-risk practices given ongoing geopolitical and trade risks.