Singapore banks, tech, Reits favoured by analysts amid growth, inflation concerns
Add BT as a preferred source
INFLATIONARY pressures and weaker growth are likely to have the biggest impact on equity portfolios in the second half of 2022, analysts and strategists told The Business Times.
To mitigate these risks, some have suggested looking to banks and real estate investment trusts (Reits) as potential beneficiaries of higher interest rates. Technology-linked stocks, meanwhile, are potential long-term plays.
In a report dated May 12, Morgan Stanley equity analysts said inflation and interest rates have risen more quickly this year than they had expected.
TRENDING NOW
DBS, OCBC and UOB shares hit all-time highs as sentiment improves
Targeted credit relief: Vietnam steers funding to Vingroup, Sun Group, Masterise megaprojects
E-commerce job cuts signal S-E Asia’s shift from scaling to deeper user engagement
Employers want AI-fluent employees. Hiring them is the challenge
