We continue to favour an asset oriented stay invested strategy. With added momentum as we forecasted a gradual recovery with potential risk of global debts and Trump’s initiated trade war.
However, our top picks remained factors associated in micro national rather than macro extremal factors.
We are in the mode of investing even more REITS in both Malaysia and Singapore. We may reinstate our investment since we have stopped invested many years back. But must be strategically a story to tell and yield guaranteed.