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Investment themes to watch in 2019

Investment themes to watch in 2019

  • 21 Jan 2019

Joseph Ng, Investment Analyst, OCBC Investment Research, describes how near-term measures by the Chinese government and the long-term urbanisation trend in key city clusters are creating opportunities in the China property sector.


Low Pei Han, Senior Investment Analyst, OCBC Investment Research, believes the Singapore industrials sector holds options for both investors who are comfortable with volatility as well as those who prefer stable stocks with a consistent dividend track record.


Deborah Ong, Investment Analyst, OCBC Investment Research, explains why she is bullish on the Singapore hospitality sector and suggests ways investors can gain exposure to the sector.



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Despite the sharp correction in global stock markets towards the end of 2018, OCBC Investment Research analysts believe that compelling investment themes continue to lie in plain sight. They share their views on ideas ranging from Singapore hospitality plays to the China property sector.

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