When money arrives, it needs a home & Singapore banks are basically the first place of capital parking. Strong balance sheets & fortress like liquidity.
Hot money loves banks because they are the gateway & the infrastructure. If global wealth is flowing in, DBS, OCBC & UOB feel it first.
Property stocks benefit too but only after the banks.
Foreign stocks don't immediately translate into REIT rallies but over time, confidence does.
Singapore is seen as the Swiss Vault of Asia, except with better food.
Will Singapore relax KYC for family offices?
Singapore will always protect its reputation first. That is non negotiable.
Let's just say Singapore is good at being strict but welcoming.
I would position my portfolio in our banks for the inflow, property for the long game & ST Engineering for defense.
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