Singapore Stock Strategy - RHB Invest 2023-07-20: Key Investment Themes For 2H23

Singapore Stock Strategy - Key Investment Themes For 2H23

Singapore Stock Strategy - RHB Investment Research | SGinvestors.ioCenturion Corp (SGX:OU8) FOOD EMPIRE HOLDINGS LIMITED (SGX:F03) MARCO POLO MARINE LTD. (SGX:5LY)
  • We believe investors should focus on stock selection and pick companies that would benefit from a rise in tourist arrivals and resilient consumer spending, while remaining anchored to higher quality companies or REITs that offer defensive earnings and/or dividend growth.
  • Our investment themes include:
    1. - Read this at -
    2. buying into companies that will benefit from the return of Chinese tourists;
    3. retaining exposure to quality companies offering defensive earnings; and
    4. buying into small and mid-cap companies with strong growth.

Rotation into REITs will be time sensitive, industrial REITs still preferred


You May Also Like

SGX Stock / REIT Search


Most Read

Trust Bank God Of Fortune Referral Code PGKPSWAE Trust Bank Referral Code 🎁