On 30 August 2024, I made an additional investment in M44U $Mapletree Log Tr(M44U.SI)$ stock, a decision influenced by the current dynamics in the Real Estate Investment Trust (REIT) sector, which has been under considerable pressure over the past two years. This reflection serves to evaluate the investment rationale and the broader macroeconomic factors at play. The Impact of Rising Interest Rates The REIT sector has faced significant headwinds, primarily due to the sharp increase in interest rates between 2022 and 2023, during which the US Federal Funds rate surged by 4.8 percentage points. The Federal Reserve's aggressive rate hikes were aimed at combating inflation, but they also increased borrowing cost
Which SG Stock Is the Anchor of Your Portfolio?
As the Singapore stock market continues to show resilience amid global uncertainties, investors are constantly on the lookout for opportunities that could deliver strong returns. ----------- Which company is the anchor in your portfolio? Are they entering buying zone after the plunge several days ago? Have you bottomed these stocks?
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