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risk-free
REITs
What to buy as the Fed saves the day
Developers and REITs with the highest gearing and the lowest fixed rate debt could benefit the most, analysts say
September 19, 2024
Right Timing
Are S-REITs set for a re-rating following REIT index breakout?
Anticipation of Fed easing puts downward pressure on risk-free rates, lifting S-REITs
July 18, 2024
Right Timing
Straits Times Index shows short-term weakness, US risk-free rates shows downward bias
US risk-free rates have fallen below their 50-, 100- and 200-day moving averages and are testing the neckline of a top.
June 14, 2024
Right Timing
STI could move gradually higher during the summer despite the Fed’s high-for-longer stance
STI likely to move higher during the summer despite elevated FFR and Fed's high for longer stance
May 31, 2024
Markets
Deciding between banks and REITs
REITs are still impacted by higher interest rates this year while banks have ramped up their dividends
May 29, 2024
Right Timing
Straits Times Index labours upwards as US risk-free rates recede
The STI could continue its still gradual recovery as US risk-free rates recede.
May 17, 2024
Right Timing
Rally fades following STI's inability to move above 3,250
CNY rally fades as STI loses momentum; 10-year US treasury yield gains strength
March 15, 2024
Right Timing
Sharp retreat in risk-free rates buoys markets; STI to rally further
The Straits Times Index's breakout remains valid along with upside of 3,330. Risk-free rates fall ahead of jobs report
February 02, 2024
Right Timing
STI’s upside from breakout remains valid as risk-free rates fade, but stay watchful for FOMC
STI's breakout and upside remain valid as risk-free rates start easing, and PBOC, new fund trigger rally in Hang Seng Index
January 26, 2024
REITs
Operationally, S-REITs have to navigate higher cost of debt despite rate cycle peak
Operationally, S-REITs still have to contend with higher cost of debt, lower ICRs despite peak in interest rate cycle
January 08, 2024