Analysts love a bullish call. So when a Citi analyst put a sell call on OCBC two weeks ago, I went: “Finally someone started making sense.” Singapore banks haven’t fallen as much as I’d like. That ...

The Fed has finally hiked rates. Higher interest rates ought to have sent Singapore REITs down to record low levels – but it didn’t happen. Instead, more people were buying Singapore REITs in a big ...

With AI and cloud growth, Singapore data-centre REITs have grown into one of the hottest AI plays for investors. As a Singapore REIT investor, I decided to line up the three “pure-play” data centre ...

This post was originally shared in my DT Email Newsletter here. Something’s happening in the bond market. And it’s making people nervous. The 30-year Treasury bond yield has climbed to its highest ...

This post was originally shared in my DT Email Newsletter here. This radical growth stock was in big trouble. During the bust of 1969, a little-known company was the poster child for what went wrong ...

This post was originally shared in my DT Email Newsletter here. I just celebrated my birthday this month. I’m now officially a year away from hitting 40. 20 years ago, my birthday celebrations would ...

This post was originally shared in my DT Email Newsletter here. “Hi Willie, what do you think about Hutchison Port Trust? It’s trading in USD. The dividends have been quite high over the past few ...

OCBC paid another special dividend. Its shares continued to go up. Last time, I wrote about OCBC’s slowing loan growth here. So is it really time to sell OCBC? Let’s dive in. Last month, OCBC reported ...

Lendlease Global Commercial REIT released its 1HFY2026 a couple of weeks ago. So far, this Singapore REIT maintains a diversified portfolio focused on stabilized, income-producing retail and office ...

One important lesson I’ve learnt after investing for 16 years now is this: Dividend investing is not what you think it is. The thing is, many people believe the way to invest in dividends is simply ...

Dividend investing isn’t chasing “hot stocks” or timing “perfect market bottoms”. Even the late Charlie Munger said trying to time market bottom is a fool’s errand. Over the last 16 years of investing ...

Cambridge Industrial Trust (CIT) was listed on the Singapore Exchange (SGX) in July 2006. It was the first independent industrial REIT in Singapore. And it had an initial portfolio of 27 properties.