As earnings season unfolds, it is clear that Singapore’s REITs continue to diverge in performance.Not all real estate investment trusts (REITs) are doing well. Each sector, from data centres to retail malls or offices, faces its own unique set opportunities and risks today. These latest results offer investors insights on how to position their portfolio in today’s market best, shaped by the latest trends in property and a rate-cut cycle. CapitaLand Integrated Commercial Trust: Slow and Steady  CapitaLand In ...

Core Viewpoint - The US Federal Reserve's recent interest rate cut is expected to initiate a cycle of policy easing, potentially increasing global property investments, although the impact on mainland China and Hong Kong may be limited due to fundamental and geopolitical challenges [1][5]. Group 1: Interest Rate Cuts and Investment Trends - Analysts predict that the Fed's quarter-point rate reduction will likely lead to a series of further cuts, encouraging capital to flow back into property investments [2]. - The Federal Reserve reduced its target rate by 25 basis points to a range of 4 to 4.25 percent, marking the beginning of a rate-cut cycle anticipated to continue into the next year [5]. - The Hong Kong Monetary Authority followed suit, lowering its base rate by a quarter point to 4.5 percent, the lowest level since December 2022 [7]. Group 2: Market Competitiveness and Investment Focus - JLL's global bid intensity index showed an increase in the third quarter, indicating a resurgence in competitive bidding for property investments after a challenging second quarter [3]. - Investors are currently focusing on various segments, including residential or multi-housing, industrial and logistics, retail, and prime offices in key gateway cities [4]. - Further interest rate cuts are expected to bolster investment activity in commercial property markets by lowering financing costs and the benchmark for institutional investments [6].

Hong Kong's de facto central bank cut the city's base rate for the first time this year, bringing down the cost of funding to help reboot businesses and reduce the burden on mortgage borrowers. The Hong Kong Monetary Authority (HKMA) reduced the city's base rate by a quarter point to 4.5 per cent on Thursday, matching the US Federal Reserve's cut hours earlier to its target rate, which fell to the range of 4 per cent to 4.25 per cent during the sixth meeting of the Federal Open Market Committee (FOMC) thi ...

Core Viewpoint - The upcoming rate-cut cycle by the Federal Reserve is expected to be bullish for Bitcoin, with potential cuts anticipated in September and possibly more in 2025 and 2026 [1] Group 1 - The Federal Reserve is likely to initiate a rate cut in September, which could positively impact Bitcoin prices [1] - Additional rate cuts may follow in 2025 and 2026, indicating a longer-term bullish trend for Bitcoin [1]