Betting on the Future: Buy Equinix, the Leading Data Center Operator
Equinix is the world's leading data center operator. The sector is driven by strong fundamental demand and long-term structural tail winds. We...
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Never Too Late to Chase the Rally! Prologis, the World’s Leading Logistics Company
We look at the hot US market and evaluate the potential names to invest. Prologis, the world's leading logistics company, is our pick. Sector is...
155 Views
China Resources Land: A Play on China Retail and Consumption Recovery
For China's future growth, there is high uncertainty on trade. We think consumption is the part that government has to put effort on. CRL offers...
169 Views
Link REIT: Building a Diversified Asia Pac Portfolio and a Solid REIT Play in the Rate Cut Cycle
Under a rate cut cycle, REITs would outperform as risk free goes down and price has to adjust to maintain the same spread. Link REIT, the Asia's...
309 Views
SHKP 16 HK: A Very Safe Play to Bet on Hong Kong Future
With the China easing and US interest rate cut, we think the macro backdrop is supportive for a Hong Kong re-rating. Sun Hung Kai Properties is...
267 Views