The US-China talks have been present since Trump days. Has anything really changed? It's alot of noise and after awhile, we go back to the basic our what our portfolio, what our business is. In the early days, our price used to move whenever Trump tweets and i set up my first twitter account to follow him. Haha. RIght now, it's really business as usual. If I weren't working for MUST, I will still look at offshore REITs (those with 100% overseas assets) as the Singapore REITs are over priced with sub 5% yields. I have a diversified portfolio and believe that should be the case for all investors. Last count, there are perhaps approx 10 pure SREITs holding Singapore assets. Yields in offshore REITs are much higher perhaps due to the unfamiliarity. So why not? But you need to pick the ones who will allow you to sleep soundly at night. That's where brand name makes a difference.
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