i read some funds and even co. looking to invest back into retail properties/REITS... they deem this downturn as an opportunity and is itchy fingers to buy in at the low leh...
worth a consideration?
(14-07-2016, 10:32 PM)brattzz Wrote: [ -> ]i read some funds and even co. looking to invest back into retail properties/REITS... they deem this downturn as an opportunity and is itchy fingers to buy in at the low leh...
worth a consideration?
I suppose funds engaged in stock/sector picking would have some views on this, but I do not place much emphasis on specific stock picks or price gyrations so can't really comment on this. From a portfolio management perspective, my exposure to retail properties is already too high to warrant any additions at this stage.
My overall view on this stays that it neither compelling to buy nor sell if you are holding on to a Singapore concentric portfolio.