REYL's Liew eyes return to overweight positions in Asian quality growth names

'It's a question of timing'

clock • 3 min read
Daryl Liew, CIO at REYL Singapore.
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Daryl Liew, CIO at REYL Singapore.

A return to high-quality growth names in Asia is likely once the Fed halts interest rate rises, according to Daryl Liew, CIO at REYL Singapore, who is also optimistic about the prospects for the Chinese economy.

Like many investors, Liew has been rotating portfolios towards the energy and financial sectors — areas that have been out of favour in the past decade but are beginning to look attractive in an environment of hawkish central banks and higher inflation.  Within financials, he is betting on traditional banking players such as India's ICICI Bank, China's ICBC and Singapore's DBS Bank. In the energy sector, Liew is bullish on Sinopec, a Chinese oil and gas company.  However, Liew is also maintaining his positions on growth names such as the Chinese e-commerce giant Alibaba or TSMC, the T...

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