We keep an overall defensive stance but for investors who are expecting
to see some year-end window dressing activities, our picks are high beta
stocks with sound fundamentals like STX OSV, Ezion, Keppel Corp,
SembCorp Industries, Genting and F&N.
REITS remain our defensive sector pick. REITS have outperformed most
sectors YTD. With uncertainties in Europe and risk of slower growth in
major economies not likely to fade away in the near term, REITS will
still be one of our preferred sectors.
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