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Hong Kong & Singapore REITs – What happens when someone else controls your...

As discussed yesterday Hong Kong & Singapore monetary policy is run by the US, meaning it is going to be very difficult to control liquidity and asset prices as the cost of capital increases. The...

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Hong Kong & Singapore REITs – Driven by US data

A 2.8% rally in our HK / Sing REIT basket yesterday on the back of move in US yield curve following yesterdays worse than expected US ISM and construction spending data. HK / Sing REITs remain low...

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Hong Kong and Singapore REITS: getting squeezed

As discussed at length recently we are concerned that with Hong Kong & Singapore monetary policy being run by the US, it is going to be very difficult to control liquidity and asset prices as the...

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SELL SINGAPORE REITS – Continue to SELL KREIT, MINT, SUN, CRCT

Best place in Asia to play rising US interest rate potential. Despite recent share price moves, history suggests the move has been less than half of what is warranted even should rates remain where...

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SELL SINGAPORE REITS – MUCH further to fall despite correction

US yield curve continues to steepen, making record 2 year highs. We have been calling for investors to SELL Singapore REITS since the end of May during which time they have fallen an average of 11%...

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HK & SINGAPORE REITS: Breakout in US yield curve

US 2/10 yield curve, manages a close above the downtrend. This is the first pro-growth signal from the bond market is nearly a decade. As discussed at length recently we are concerned that with Hong...

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Asia REIT: street trying to catch a falling knife

Following upgrades by some of our peers on the grounds of “valuation support”, we would re-iterate our view that there is plenty more downside to play for in the Singapore REIT space. Although the...

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