With the Wuhan virus outbreak affecting stock prices which sector will you choose to buy?

  • How the stock market has performed during past viral outbreaks, as coronavirus infects thousands (read here)
  • Asia stocks plunge on Wuhan virus fears; Singapore share index down 2.6% (read here)

With the Wuhan virus outbreak affecting stock prices which sector will you choose to buy?

1) Healthcare REITs, medical related stocks?
First REITs, Parkwaylife REITs, Top Glove, Riverstone, Raffles medical, Thomson medical, Medtecs, etc

  • Hot stocks: Medical plays, glove makers soar as Wuhan virus fears spread (read here)

 

2) Tourism related stocks, hospitality REITs, retail REITs, Aviation / Transport related stocks?
SIA, Cathay, SATS, SIA Engineering, Comfortdelgro, Ascott REITs, Regal REITs, CapitaRetail China Trust, Mapletree NAC Trust, etc.

  • Singapore Reit closes malls in China amid Wuhan virus spread (read here)

Personally, I think it depends on your time horizon or holding period and the fundamentals of the company.