Singapore Stock Market News
Asia Property - Balancing risk and reward
StockFanatic
Publish date: Tue, 28 Jan 2014, 04:08 PM
StockFanatic
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Welcome to Stockfanatic Singapore stock market and regional market news. This is a platform to share Singapore stock market and regional news to investors / man in the street. Investors can also look forward to analyst reports and brokers recommendations. Stockfanatic's Singapore stock market and regional news blog, home of investors one stop news station.
Regional Sector Navigator - 2014
In China, we believe the logistics property sector is a good alternative play on China consumption. From a bottom-up perspective, some of the Chinese developers may be worth a relook at current valuations. In DM, we prefer SG to HK on better housing affordability, more asset light models and scope for a cyclical recovery in the office rentals. In ASEAN, we like the Malaysian developers (ETP beneficiaries) and select Indonesian names for its longer-term outlook.
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