@Shyon:
$CapitaLandInvest(9CI.SI)$ Why I'm Buying CapitaLand Investment (9CI.SI): A High-Conviction Bet on Asia's Real Asset Growth In a volatile global market where asset-light models often chase valuations over value, CapitaLand Investment (SGX: 9CI) stands out as a compelling, resilient, and strategically positioned real asset manager. Here's why I've initiated a position and why I believe it offers both defensive strength and structural upside. 1️⃣ Scalable Asset-Light Model with Recurring Fee Income CapitaLand Investment (CLI) pivoted decisively from a developer-heavy balance sheet to a capital-efficient, asset-light model. Today, it is one of Asia's largest real estate investment managers, with over S$134 billion in real estate assets under m