股息收租官

Kenji

Elok is the man! His vision & chasing such BIG dreams is amazing..for a human being, unless he’s an Alien.

Fed is in a dilemma. On one hand, he is cautious of rising inflation due to wars & tariff, on the other hand, he is watching unemployment rate in the labor market. Do nothing is the best current strategy for the Fed, till events becomes clearer. Singapore is pivoting to partner other trading blocks to increase trade export to like minded countries. And fast adoption of AI to enhance productivity to address rising cost of doing business here. Is all hands on deck. Singapore has to be ahead of the curve due to fast changing political and economical landscape changes to keep growth on track.

Bought some at HK35 and HK44 few months back. Hope to see HK70 soon. Bullish trending still in play. Merry Christmas. Santa Clause Rally.

With more FED rate cuts expected in 2026, SG Reits will benefit from lower borrowing cost, higher DPU. Fully vested into dividend income Reits sectors to ride the gradual waves. As more Investors looking for steady income in an ever risky environment, Reits should hold well on its own. Not financial advise, just sharing my Reits journey.

Incoming Hawkish Fed plus rising inflation (due to effect of US Tariff) , might have a change of course for SG REITS. Am not vested in US equities, hoarding Cash for re-entry when market corrects substantially..I think Fed rate will go down very gradually and not in any explosive manner. Might even see 1 or 2 hikes along the way.

Recapping my 2025 investment, I bought into HK market as they seems undervalued, especially the Chinese Banks, Insurance, and Tech stocks. For 2026, my investment goals is to rebalance my SG equities to sell on strengthen and keep some dry powder on the side for periodic entry when I see value. Watching REITS, Infractions & Energy sectors.

$TRIP(09961.HK)Given the wars ongoing with no end in sight, inflation has arrived at most shores. Higher oil prices and food prices are evident in many economies. I think many will be careful on their travel spending and this will affect OTA companies like TRIP.com, Bookings etc..Will be a buyer for TRIP.com at HK$300-$320 to give myself safety margin given the poor macroeconomic conditions. Also the China regulator crackdown is not yet over and will likely see a fine as penalty warning. Watching TRIP.com closely..