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risk-free rates
Right Timing
Higher US risk-free rates points increasingly to a Trumpian future
Higher risk-free rates may persist and are negative for REITs, real estate and alternatives investment managers, and developers, but good for banks
27 days ago
Right Timing
STI and REIT indices have further upside after current retreat
The STI and FTSE REIT indices have further upside and the current retreat is likely to be temporary.
July 19, 2024
Right Timing
Hiccup in S-REIT rally as risk-free rates rebound
S-REITs likely to go off the boil in response to rebound in US risk-free rates
January 04, 2024
Right Timing
Straits Times Index likely to move progressively higher
STI has potential to move higher, but only gradually
December 08, 2023
Right Timing
Matter of time before Straits Times Index stages rally
With US markets having rallied strongly, the STI should be able to follow suit this month
December 01, 2023
Right Timing
Saved by the Fed as the rate hike cycle ends
A short term rebound in reaction to the prospect of no more rate hikes may run into resistance soon
November 23, 2023
REIT Watch
S-REITs 3Q2023 performance to reflect higher debt costs, weak forex says JP Morgan
Higher debt costs, weak forex to impact S-REITs 3Q2023 performance as reporting gets underway on Oct 16
October 10, 2023
Right Timing
No let-up in either spread between US and local risk-free rates or upward trend
Although the spread between US and Singapore risk-free rates are growing, they both may continue to trend higher
September 28, 2023
Right Timing
Equity markets dictated by rising risk-free rates
Straits Times Index to remain rangebound as US risk-free rates continue to rise
September 22, 2023
Right Timing
Risk-free rates remain high as Fed puts hikes on hold
Rising risk free rates are still a dampener for securitised assets like REITs, but the worst is over
September 21, 2023