facebookTemasek's 24% portfolio exposure in Singapore lower than that in China for the first time. Is Singapore in a bad place? Should I sell my Temasek shares? - Seedly

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Anonymous

08 Sep 2020

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General Investing

Temasek's 24% portfolio exposure in Singapore lower than that in China for the first time. Is Singapore in a bad place? Should I sell my Temasek shares?

Discussion (1)

What are your thoughts?

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You, mean selling Singapore shares?

Singapore is a tight market, maybe the S-REITs are the best for Singapore ?

Here Temasek's Holdings as of 30.06.2020, quite some nice components

(marked bold)

Entity
Position Size ($ in 1000's)

BLACKROCK INC
3238630

ALIBABA GROUP HLDG LTD
2601630

PAYPAL HLDGS INC
1634373

VISA INC
990216

CENTURYLINK INC
975512

IHS MARKIT LTD
759520

DELL TECHNOLOGIES INC
683901

MASTERCARD INCORPORATED
669078

THERMO FISHER SCIENTIFIC INC
557247

BILL COM HLDGS INC
501211

BEIGENE LTD
499188

ZTO EXPRESS CAYMAN INC
447008

VIRTU FINL INC
268580

CHENIERE ENERGY INC
265833

VIR BIOTECHNOLOGY INC
225335

HDFC BANK LTD
224482

VIELA BIO INC
176327

ICICI BANK LIMITED
162462

GLOBAL PMTS INC
148617

COHERUS BIOSCIENCES INC
131827

GUARDANT HEALTH INC
130863

CHINA BIOLOGIC PRODS HLDGS I
126703

EVOQUA WATER TECHNOLOGIES CO
112301

GRACE W R & CO DEL NEW
111147

FIDELITY NATL INFORMATION SV
107898

DENALI THERAPEUTICS INC
106645

DUPONT DE NEMOURS INC
99532

AMAZON COM INC
96981

BEAM THERAPEUTICS INC
93930

VERTIV HOLDINGS CO
67800

21VIANET GROUP INC
63637

CORTEVA INC
50187

FARFETCH LTD
49035

HOMOLOGY MEDICINES INC
48916

VMWARE INC
42573

KKR REAL ESTATE FIN TR INC
40439

PINDUODUO INC
39887

STARBUCKS CORP
39542

NIO INC
23998

ILLUMINA INC
20537

AC IMMUNE SA
17593

TENCENT MUSIC ENTMT GROUP
16674

INTELLIA THERAPEUTICS INC
16617

FTS INTERNATIONAL INC
14358

TAL EDUCATION GROUP
12429

ROCKWELL AUTOMATION INC
9459

EROS INTL PLC
8707

COGNEX CORP
8313

ORCHARD THERAPEUTICS PLC
6000

ASLAN PHARMACEUTICALS LTD
2845

DATADOG INC
2393

UBER TECHNOLOGIES INC
342​​​

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