ASEAN Speaks Defending Against Tariffs: REITs and Singtel
In today's episode of ASEAN Speaks, we dive deeper into the REITs sector which we believe is our best defensive pick in the ASEAN market. As well as our economist Brian Lee going across Singapore's export numbers and why his forecasts for Singapore's GDP has remained the same.
Krishna, our REITs analyst, maintains a POSITIVE view on S-REITs and goes through why after stress testing he believes the sector is our main defensive pick as well as highlights some of his top picks.
On the other side of the causeway our analyst in KL highlights Malaysia REITs, sharing her views on several catalysts and risks as well as her top 3 picks in that sector.
Hussaini once again comes back, reiterating his belief on Singtel as a top pick even in this period of tariff uncertainty. Highlighting why it has outperformed ASEAN peers and the STI year-to-date.