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DBS Group – Rising risk-on sentiment

by Augustine 

July

5

2024

DBS Group – Rising risk-on sentiment

Excerpts from CGS International report DBS Group Holdings (SGX: D05) Delayed Fed fund rate cuts (DBS Group expects two in 2H24F) and further asset repricing should support stronger NIMs in [ read more...]

These 2 Singapore REITs Provide Investors with Peace of Mind

by Augustine 

July

2

2024

These 2 Singapore REITs Provide Investors with Peace of Mind

The REIT sector has been hit badly by the rising 10 year US treasury yield and the Fed might not cut rates this year due to persistent inflation in the [ read more...]

Mapletree Logistics Trust – Downside Limited

by Augustine 

June

28

2024

Mapletree Logistics Trust – Downside Limited

Excerpts from UOBKayHian report Mapletree Logistics Trust (SGX: M44U) Mapletree Logistics Trust (MLT) eked out positive rental reversions of 2.9% in 4QFY24 driven by Singapore (+11.1%), despite the drag from [ read more...]

This Little-Known Company is Set to Soar with the Commodity Boom

by Augustine 

June

25

2024

This Little-Known Company is Set to Soar with the Commodity Boom

Finding stocks that are ignored by the market may not be a fantastic way but in actual fact can be a great investment strategy to make outsize gains. These stocks [ read more...]

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