P H
Jan 23, 2017 12:13:35

Real Estate - Has The Dust Settled?
While sentiment in the property markets in China and Singapore have largely stabilised, we believe the markets in Indonesia, Thailand and Malaysia would still need some time given the existing macro headwinds. We expect upcoming elections in the region to potentially bring volatility to the sector. However, given sound fundamentals and continued infrastructure investments, we are OVERWEIGHT the property sector in Indonesia, Thailand and China and NEUTRAL on Singapore and Malaysia.


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