Singapore Equity Strategy - RHB Invest 2023-12-21: 1Q24 Investment Themes

Singapore Equity Strategy - 1Q24 Investment Themes

Published:
Singapore Equity Strategy - RHB Investment Research | SGinvestors.ioCenturion Corp (SGX:OU8) MARCO POLO MARINE LTD. (SGX:5LY) FOOD EMPIRE HOLDINGS LIMITED (SGX:F03)
  • 1Q24 Singapore stock market investment themes:
    1. Opportunistically start building positions in REITs;
    2. exposure to an improving outlook for manufacturing and tech sectors;
    3. high-yield opportunities beyond REITs;
    4. selective exposure to recovery in Chinese outbound travel and tourism amid a better 2024 economic outlook;
    5. - Read this at SGinvestors.io -
    6. bottom-up opportunities in small-cap space.

Opportunistically start building positions in REITs



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