We hope that Team DBS helped you over the last year.
Please recognise our efforts by voting for our Research teams in the Asiamoney 2021 poll.

  
 

Asiamoney 2020 Awards

#1 Best Real Estate Research

Derek Tan

Team lead
#1 in 2020 Asiamoney Poll

Rachel Tan

Real Estate / Developers

Dale Lai

Industrials

Geraldine Wong

Hospitality
 
     

 

Positioning within the industrials (Structural Growth) and cyclicals in 2H20 have paid dividends and outperformed on a relative basis.

First to turn positive on the office sector, providing investors an early start in the re-rating of the office sector in 1H21 before outlook clears.

Mid-cap Industrial REITs (ARA LOGOS and Soilbuild REIT) offer strong relative value vs traditional peers. Both have returned in excess of 40% over 1 year.

Our weekly trackers in the retail malls have enabled investors to get a on the ground feel and therefore ride the "re-opening theme" in 2H20. FCT and LREIT have been stellar performers in 2021 amongst retail peers.

 

Please refer to the Disclaimers & Important Notice found here.
If you have any comments on this EDM, you can contact DBS Asian Insights Office here