Friday, April 1, 2016


Consumer: Old is gold for consumption growth story
-McKinsey highlighted that more than half of consumption growth in Singapore will be driven by those above 60 years of age in the next 15 years
-Trend is consistent with other developed regions
-Glamorisation of youth by marketers is ill-founded
-Growth driver is now shifting away from products to more services-focused, as growth is likely to stem from higher per capita spending more than population expansion


- Raffles Medical
- Q&M Dental
- ISEC Healthcare
- Parkway Life REIT

- Jumbo

- CDL Hospitality Trusts
- Frasers Hospitality Trust

- Straco

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