The exporter share price rise more than 30% over the last 2~3 year time frame

Ok, I get the logic message is
people invested in local exporter in RM that gain 30% in RM cannot cover inflation,
while the 15% gain in RM by converting to SGD can cover. 

Whatever RM is bad, invested in gold in RM also cannot cover inflation.
Everything must convert....  

The 15% gain, the net gain is 9%, as there is a yield spread of 3.5% pa. of RM
Same with exporter share price, gain, net gain achieved is 23% due to opportunity yield.

I just read through and browsed across,... okay,...

Anybody wants to learn Aussie dividend shares ????     

AUD is set to move soon,...

can eat 22% less then.

Since bank interest rates are low, the elderly folks, and the yield investors would be flocking to yield counters, right ?

Secondly, I suspect interest rates are going to rise soon,...  and with A-REIT prices still at a low since 2 months ago, it would be good to flow along with the A-REITs and yield counters as they improve,..

..opinions,..bros,...

Yes, bro,... BUT,.. it also depends on the quality of the REIT. Err,.. I will look at the following metrics of the REIT. I am applying across the principles from the SGX,.. First, assuming the rate rise starts to take place from early next year, then,...

1) The Interest Coverage Ratio of the REIT, the higher the figure, the better, in terms of x times of the interest to be paid out.

2) The Weighted Average Debt Ratio (WADR) of the REIT.

3) The Weighted Average Debt-to-Expiry (WADE), the longer from now, the better it will be.

If the above three metrics are acceptable, then the REIT would be able to withstand an interest rate rise environment.

I saw many of the Aussie REITs and yield counters have at least two of the above metrics being acceptable. The ones who don't have been bought over by the ones that do.

What have you heard ?

Pure-Play Australian Logistics and Industrial REIT listed in Singapore.

Yes, investing via the recently-listed Frasers L&I Trust is a proxy,... however, if we are into, say the dividends of the AUD, we will be subjected to the company's exchange rate demand, ie,... Frasers will 'makan' pips from us. Because the basic denomination of the underlying mechanism is in the AUD. Frasers will 'hammer' us when they convert back into the SGD for us to collect the divvy,...

Err,... can we avoid this pips loss ?

Added : Especially since the SGD is such a strong currency, IF the SGD should appreciate against the AUD, then we will 'lose more',... this is the PROBLEM of investing in SG REITs. The SGD is strong, reducing the amount collected from overseas assets.

We must do our best to mitigate this forex risk when investing into SG REITs and SG yield stocks,...

YES, learn the procedures of the ATO and the ASIC and follow them carefully, open brokerage and savings accounts inside Aus, learn the the counters of the ASX, etc,...

If you have a residential address in any part of Aus, then you can start,.. the mkt is improving after years of being in the doldrums,...  AUD is getting stronger,...the world is changing after DT came onboard,...