i left myreits some time ago.

how are myreits doing lately with bursa down and down?

my sgreits are all holding good, just not moving up anymore.

cimb now: sgd/rm 2.8435/2.8305.

Not too bad lah mreits, even index down. Consider stable. Get a little bit of both market to spread out mah...

Sreits gain on forex though

remember i said 20:80?

for reits, it is 0:100.

Interest rate hike looks certain in September. Will Singapore rates follow ? Thinking of getting rid of those high borrowing reits, and get those with fixed rate borrowing ones. Good idea or over reacting ?

Why do you think rate hike will happen in Sep?

U.S. Looks like it. Don't know Sg will follow or not. What you think about Sg ?

yes, i bet on sep too.

sg... no. i dun see them hiking rates, not their style or method.

mas will just continue to move the sgd within the allowed band to optimize against its major trading partners.

the "band" is a state secret; we only know they widened it lately.

my read - the sgd will be allowed to slip a bit more to 1.40 vs usd but will continue to gain against rm and yen.

other currencies, u can deduce.



equities may fall a bit, but reits... i think already factored in all that.

so, i am relaxed - by my own small thoughts!

This post has been edited by AVFAN: Aug 10 2015, 05:31 PM

i don't think Yellen knows whether it's going to be done.

The economy is not so strong that it can take a hike. Is there is s hike, its going to be a token hike, just because they have been saying it for too long.
Like 0.125%.

A significant hike will hike biz costs. Money pours into USD. Commodity tanks and world goes into recession.

I feel uncertainty there. So I have been holding my horses since

Hope you are right

singtel. Below RM4.....

yes, looking a little weak ex-dividend.

take note:

usd1=sgd1.3997

becos of yuan devaluation:

What does everyone here think of logistics reits

I read several articles promoting it and some fund managers even spoke good things abt it in one of the seminars i attended.

The price seem to be in all time low now.

cautions.... SGX just turn to bear now based on technical point of view!

trying to nibble at 3.86. no success so far.

OMG sgd is 2.86 today....

this is desspite the fact they are trying to devalue their own currency, and they are now at 5 year low when compared to the USD.

rm is very weak...

i bought some just 2 days ago, it was 2.8395.


singtel rebound 4.01!

This post has been edited by AVFAN: Aug 13 2015, 11:02 AM

now... 2.8835/2.8685.