$Keppel Reit(K71U.SG)
Context: Keppel REIT remains range-bound, and higher Fed rate expectations - markets pricing in at least two more hikes by March - are likely to make a breakout harder as REITs remain sensitive to financing costs and yields.
My trade: I’m holding for now and collecting the dividends. Fortunately, my exposure here is relatively small.
Takeaway: With limited upside catalysts in the near term, I’m happy to wait and reassess as the rate outlook develops.
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