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RHB recommends investors to rotate back into Covid-19 beneficiaries including supermarkets and industrial REITs

Felicia Tan
Felicia Tan5/21/2021 9:16 PM GMT+08  • 3 min read
RHB recommends investors to rotate back into Covid-19 beneficiaries including supermarkets and industrial REITs
The brokerage has kept its top picks unchanged for now. See them here.
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RHB Group Research analyst Shekhar Jaiswal has recommended investors accumulate on Covid-19 beneficiaries in the short term.

In a May 17 report, Jaiswal says investors should rotate back into supermarket operators, industrial REITs, glove manufacturers, as well as selective healthcare operators and technology players, which he deems as “safe plays”.

To him, Sheng Siong and Kimly should be the key beneficiaries in the term.

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