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31-05-2013, 04:57 PM
Keppel REIT and CapitaCommercial Trust are Barclays's picks... 
Barclays tips accumulating S-REITs on dips
Barclays notes that markets concerns about the end of QE3 or the Fed 'tapering' with long-dated government bond yields spiking up has resulted in both high-yield credit and high-yield equities, in particular S-REITs, being sold off.
The house believes "the concern is premature and we do not expect the Fed to cut back its bond purchases until 2014 vs the market's expectation of 2H13."
http://www.theedgesingapore.com/the-dail...-dips.html
Barclays tips accumulating S-REITs on dips
Barclays notes that markets concerns about the end of QE3 or the Fed 'tapering' with long-dated government bond yields spiking up has resulted in both high-yield credit and high-yield equities, in particular S-REITs, being sold off.
The house believes "the concern is premature and we do not expect the Fed to cut back its bond purchases until 2014 vs the market's expectation of 2H13."
http://www.theedgesingapore.com/the-dail...-dips.html
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