Singapore Investment Strategy - RHB Invest 2024-07-25: Focus On Bottom-Up Stock-Picking Until Rate Clarity

Singapore Investment Strategy - Focus On Bottom-Up Stock-Picking Until Rate Clarity

Published:
Singapore Market Strategy - RHB Investment Research | SGinvestors.ioComfortDelGro (SGX:C52)
  • Our advice for investors in 3Q24 is to buy into companies based on these investment themes:
    1. Companies undergoing restructuring or laggard plays with improving earnings outlook;
    2. selective exposure to office and hospitality REITs, balanced with positions in industrial REITs, before switching to more cyclical names once there is clarity on interest rate cuts;
    3. - Read this at SGinvestors.io -
    4. buy global industrials, banks with ASEAN exposure, and defensive stocks if Donald Trump becomes US president again; and
    5. bottom-up opportunities in the small-cap space.

Restructuring/laggard plays with improving earnings outlook

ComfortDelGro (SGX:C52).

  • Read more at SGinvestors.io.





Shekhar Jaiswal RHB Securities Research | https://www.rhbgroup.com/ 2024-07-25



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