Charmaine Tan

April data is best read as validation of a structural thesis that Singapore has embedded itself in the AI hardware value chain

The tide is rising for S-Reits, but the recovery favours those with strong balance sheets and the right sector exposure

Certain sectors such as property developers and financials stand out as prime beneficiaries

They offer a compelling blend of income and resilience amid a complex macroeconomic landscape

Amid macro volatility, investors should focus on well-managed Reits with resilient balance sheets and the capability to capitalise on structural tailwinds

Sora is forecast to stay above the pre-pandemic level of 2%, providing a supportive macroeconomic environment for the local lenders

Investors should avoid overreacting to weak US labour numbers and consider the bigger picture

Investors should be selective when investing in them as it is an interest rate-sensitive sector

The sustained increase in inflation cannot be dismissed as a temporary fluctuation

Higher interest rates and a structural shift in how people work post-pandemic are issues faced by the US office property sector