03-Nov-23 09:15

Krishna Guha, Analyst, Maybank Securities, Singapore

REITs are seen as a defensive asset class as it generally pays out all their profits because of the tax structure resulting in high dividend payouts per unit. But in recent times, it has underperformed due to the interest rate cycle and inflationary cost pressures. Krishna Guha, Analyst, Maybank Securities, Singapore tell us if its time to relook at the sector and what his top picks are.