ynwa

Keppel has been one of my strongest performers, with my position currently up 41.91%. The rally has been supported by its transformation into an asset-light business model, growing recurring income streams, and continued execution of its monetisation strategy.

Looking ahead, I remain constructive on the stock. Potential catalysts include further asset divestments, growth in its infrastructure and connectivity segments, and continued capital recycling that could support shareholder returns. Looking forward to the dividends as well!

Warsh’s press conference leaned hawkish as inflation expectations risk being unanchored. It is probably the right call to signal a tightening bias especially as inflation remains sticky to the upside