Singapore banks, tech, Reits favoured by analysts amid growth, inflation concerns
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.
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Reits & Property
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