|
Analyst Week: SG Banks and REITs The recovery from the COVID-19 pandemic has been uneven but Singapore Banks are well capitalised and able to weather this recovery. We will assess the impact on Singapore Banks in terms of outlook for bond yields and interest rates, economy recovery and dividend payout. Discover why blue chip S-REITs and laggard S-REITs are worth considering to have in your portfolio. We like blue chip S-REITs focusing on new economy assets such as business parks, logistics & warehouse and data centres. We will also review our previous selection of five laggard S-REITs and re-assess if we should continue riding these winners.Speaker's Profile Jonathan has 24 years of experience in equity research and fund management. He was ranked by the Asiamoney Brokers Poll as the No. 2 Best Analyst for Telecommunication Services in Singapore in 2017 and No. 3 Overall Earnings Estimator for Singapore in 2012 in the Thomson Reuters Analyst Awards.
|