... a Pacific REITs was 4.7 percent in 2007, in line with the dividend yield of 4.6 to 4.7 percent between 2013 and 2016. In 2007, however, the 10-year US government bond rate was between 4.5 and 5.0 perc ...More
EJ Insight2017-06-15
... a lot of REITs as a hedge. I would sell some internet stocks and switch into REITS from time to time to lock in the profit. My strategy may not be perfect, but I would rather give up some potential u ...More
EJ Insight2017-06-13
After rallying by as much as 27 percent in 2016, Asia Pacific REITs had a correction in October and November and ended the year with a 10 percent total return. Since then, the performance has been sta ...More
EJ Insight2017-01-24
... lity. The REITs are well placed to control the physical quality of their properties but this may manifest in a higher capex load going forward. Meanwhile, investors should expect a higher level of vol ...More
EJ Insight2017-01-06
... logistics REITs to review their existing portfolio to filter out the obsolete ones. The last advance is artificial intelligence, which is emerging to augment many white collar jobs. Watson, the IBM ar ...More
EJ Insight2016-12-30
... a Pacific REITs represent about 25 percent of global REITs in terms of market cap, with the rest being dominated by North American and European REITs. Given this, a global REIT program is likely to be ...More
EJ Insight2016-11-21
Since its birth 16 years ago, Asia-Pacific real estate investment trusts (REITs) have consistently generated an annual dividend of 4.5 to 7 percent. The sector’s total return is about 12 percent a yea ...More
EJ Insight2016-09-12
... re mostly REITs and utility plays. The next few weeks will be critical for investors looking for a clearer direction. This article appeared in the Hong Kong Economic Journal on July 28. Translation b ...More
EJ Insight2016-08-01
... s well as REITs and property stocks that benefit from a low interest rate environment. The Hang Seng Index is likely to edge up to 20,000 to 22,500 if the launch of the Shenzhen-Hong Kong Stock Connec ...More
EJ Insight2016-07-19
... omething. REITs appear to be the safest choice in the short term. That also reflects risk aversion in the market despite abundant liquidity. Link REIT has outperformed 10 other real estate investment ...More
EJ Insight2016-07-13
Hong Kong has seen significant capital inflows as international investors sought out safe-havens and high-dividend plays amid an uncertain global macro environment. As a result, REITs and some risk-o ...More
EJ Insight2016-07-12
... part from REITs as well as coal and cement stocks, Guangdong Investment (00270.HK) is also a good buy during a market correction. I also recommend telecom stocks with steady growth such as HKT Trust & ...More
EJ Insight2016-07-05
... assets or REITs, benefits investors by offering a diversified portfolio, which increases return without taking on additional risk. In our previous research, we showed that, from 2001 to the end of 201 ...More
EJ Insight2016-05-11
... is year. REITs in Singapore and Hong Kong, banks in Singapore and China, as well as industry leaders in the transport and telecom sectors are recommended. Also, investors should avoid stocks that are ...More
EJ Insight2016-03-19
... t trusts (REITS) and corporations that hold Grade A office buildings or residences in Tokyo, and Hong Kong developers who have projects in Central. Prices and transaction volumes of Hong Kong homes ma ...More
EJ Insight2016-02-24
... s such as REITs. At present, Japanese REITs offer an annual return of 3.3 percent compared with a 0.7 percent yield for 10-year government bonds. REITs with underlying retail or hotel assets are even ...More
EJ Insight2016-02-09
... t trusts (REITs), including Link REIT (00823.HK), Sunlight Real Estate Investment Trust (00435.HK), and Prosperity REIT (00008.HK). Several mainland highway plays such as Anhui Expressway (00995.HK) a ...More
EJ Insight2016-02-02
US Real Estate Investment Trusts (REITs) have outperformed those of other regions due to the improving economy in the country. Rising growth, falling unemployment rate, increased non-farm payrolls and ...More
EJ Insight2016-01-27
... stock or REITs. These products are very popular because of a lack of interest income and investment instruments plus they have attractive valuation. For example, real estate investment return is 4 pe ...More
EJ Insight2015-10-17
... , some US REITs have gained 8.9 percent so far this year. 6. Overweight Indian stocks. The Indian market is likely to shine among emerging markets in view of healthy economic data, low inflation and i ...More
EJ Insight2015-01-15
