UNDERWEIGHT residential markets with incentivized anddetermined govt: Hong Kong, SG, Australia, Taiwan。
China – the dark horse – is an exception, with policy riskdeeply priced in. Buy selectively.
OVERWEIGHT (1): major commercial markets as a meansto maintain exposure to Asian economic growth withouthaving to worry about policy risks: HK Landlords, AusREITs, SG REITs。
OVERWEIGHT (2): the “outlying islands”: Japan, Korea,Thailand and Philippines。
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