while US tech had a meltdown week, $Dominion Energy(D.US)05.SG$ and the other two local banks all printed fresh record highs. STI holding near 5,340. this is the boring-is-beautiful thesis working exactly as designed. i've held DBS since the low 60s and i'm not selling a lot. the next leg is S-REITs at 0.9x book and 6.2% yield if rates finally ease, watching that closely.
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