Back to policy concerns (China) | I3investor

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Back to policy concerns (China)

StockFanatic

Publish date: Tue, 19 Mar 2013, 12:50 PM

Policy concerns in China are back in play, a focus of this week's edition. While fundamentals are stronger now, we fear China property stocks could de-rate on the start of a new policy cycle. Our preferred regional proxy for China is now GLP (logistics and warehousing).

This replaces AREIT as it has done well. Our call on China is being reviewed, currently an Overweight. On a stock level, we highlight ANAN, our new initiation last week. Our regional preference remains in ASEAN, particularly Thailand and Indonesia (Both Overweight) with ASRI, BSDE, PS and SIRI remaining our key regional picks.

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