Opportunities in India – views from an investment conference
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We see good bottom-up opportunities but keep our risk management antennas up
We see evidence of a possible turn in the tide in the Indian economy and the direction of the winds globally
Asean finally seems to be at the cusp of fulfilling its founders’ dreams. Also, an opportunity in Indonesia – Linknet
A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings
Singapore REITS and Business Trusts – consistently delivering returns. Also, a look at a unique income play – Accordia Golf Trust
