$CapLand India T(CY6U.SG)

Context: CapitaLand India Trust remains interesting because India continues to offer stronger structural growth than many mature REIT markets. The attraction is not just the distribution yield, but also the potential for its portfolio to expand as demand for quality business parks and data-centre assets develops.

My trade: Looking to add exposure gradually rather than chasing a sudden price rise after earnings. The preference is to accumulate when valuation offers a reasonable margin of safety while still collecting distributions.

Takeaway: Next time, more attention will be paid to entry price versus NAV and borrowing costs instead of looking mainly at yield.