According to your AWS clip, I believe in long-term asset allocation like you, but I also believe in regional allocation or sector allocation of equity funds for satellite opportunities. You said you anticipated good recovery from the EM region. How about the Thai REIT sector? Could you please break down your equity allocation perspective?

For example,

S&P or US ____ %
Thailand _____ %
Health Care Sector ____ %
Thai REIT or Singapore REIT or … ______ %
Global Infrastructure _____ %
Growth or Dividend or Low Vol ETF or other strategies… ______ %

Best regards,
Pora Torsa
An individual investor

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