I’m leaning more toward what institutions are doing. The continued interest in $Keppel DC Reit(AJBU.SI)$ makes sense given the structural demand from AI and cloud. That’s a stronger long-term driver compared to traditional sectors, so I’d rather stay focused on areas with clearer growth visibility. I also think this segment has better resilience if macro conditions stay uncertain.
I’m also watching special situations like $Suntec Reit(T82U.SI)$ , but more as tactical plays. Overall, I stay patient, accumulate on weakness, and don’t treat retail inflows as confirmation—discipline matters more than yield chasing.
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