Pair Trade Opportunity Opening Up between Singapore and Thailand Property Stocks

Inflation trends in Singapore are increasingly visible from the properties segment. The spectre of property cooling measures may lead to risks of premature tightening by regulators. Thailand’s property measures on the other hand are more supportive, which underpins Maybank Kim Eng’s positive view of the sector. Philippines stock market is the worst performing ASEAN market, but deep value is emerging.

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