$Blackstone Group LP(BX)$ Diversified private equity giant. Definitely one to hold when public markets are going south

I opened $Visa(V)$  ,picking up some shares when sentiments are bad. solid company with good future

$SHENG SIONG GROUP LTD(OV8.SI)$SS has shown it's ability to growth profits in good times and bad. A stable cash cow

$SINGTEL(Z74.SI)$Singtel have been actively recycling assets to become asset light. Looking to boost ROE

$THE HOUR GLASS LIMITED(AGS.SI)$management embarking on massive buyback to return excess cash to shareholder. 

$DigiCore Reit USD(DCRU.SI)$100% portfolio occupancy and 50% of debt hedge to fixed rate, DCRU looks to have found a bottom

$Lendlease Global Commercial REIT(JYEU.SI)$AAfter the rights issue and successful acquisition of JEMS, I believe Lendlease REIT can be a stable and dependable REIT in a challenging environment 

$Starbucks(SBUX)$Seems like Starbucks is a winner even in a inflationary environment. Starbucks rewards look to lock in customers for the long run

$DigiCore Reit USD(DCRU.SI)$one of 2021 hottest IPO not doing too well. Investors are concern about bankruptcy of one tenant and rising interest rate

$JARDINE CYCLE & CARRIAGE LTD(C07.SI)$strong STI performer for the year . With energy prices staying high, JC&C will be a strong beneficiary

$OVERSEA-CHINESE BANKING CORP(O39.SI)$solid earnings with high CET1 ratio OCBC looks like a safe harbour to park your funds

$Pfizer(PFE)$  with COVID situation in China getting out of hand, paxlovid will get them out of the mess

$FRASERS LOGISTICS & IND TRUST(BUOU.SI)$AA strong and solid REIT with great geographic diversity of assets in Europe, Australia and Singapore. Decent valuation as well 

$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$Good stock to consider. Inelastic demand and rise of ultra rich make LVMH a clear beneficiary

$JARDINE CYCLE & CARRIAGE LTD(C07.SI)$Directly benefiting from higher energy prices and reopening of Indonesian economy

$Visa(V)$  Visa is aclesr beneficiary in an inflationary environment. expect payment volumes to rise next year with travel back at full swing. 

$Pfizer(PFE)$With COVID coming back, PFE COVID vaccine and anti viral pills will be here for a while

$Daiwa Hse Log Tr(DHLU.SI)$the only overhang for this stock would be JPY rates. Funding cost is low and almost 100% occupancy 

$Starbucks(SBUX)$with Howard Schultz back SBUX will be looking to bounce back from their recent woes 

$Alphabet(GOOGL)$Google is the clewr leader in the online ad space. Valuations looking attractive ahead of the stock split