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Hong Kong & Singapore REITs – What happens when someone else controls your...
As discussed yesterday Hong Kong & Singapore monetary policy is run by the US, meaning it is going to be very difficult to control liquidity and asset prices as the cost of capital increases. The...
View ArticleHong Kong & Singapore REITs – Driven by US data
A 2.8% rally in our HK / Sing REIT basket yesterday on the back of move in US yield curve following yesterdays worse than expected US ISM and construction spending data. HK / Sing REITs remain low...
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HK & SINGAPORE REITS: Breakout in US yield curve
US 2/10 yield curve, manages a close above the downtrend. This is the first pro-growth signal from the bond market is nearly a decade. As discussed at length recently we are concerned that with Hong...
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Hong Kong and Singapore REITS: getting squeezed
As discussed at length recently we are concerned that with Hong Kong & Singapore monetary policy being run by the US, it is going to be very difficult to control liquidity and asset prices as the...
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Asia REIT: street trying to catch a falling knife
Following upgrades by some of our peers on the grounds of “valuation support”, we would re-iterate our view that there is plenty more downside to play for in the Singapore REIT space. Although the...
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