Portfolio-wise, focus should be:
Core: AI, semis, infra
Tactical: oversold cyclicals
Avoid: hype-driven turnover plays
For REITs:
CapitaLand Integrated Commercial Trust: stable, decent income, but limited upside
Keppel DC REIT: AI tailwind, but rate-sensitive
Dividends are “comfortable” only if rates fall. Otherwise, yields are less compelling vs risk-free returns.
Bottom line: REITs = income buffer, not growth engine.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
