Weekly Performance Checkpoint
【SRT】
Last week, SRT’s decline was attributed to industrial, office and data centre by subsectors, and MINT, MPACT and KDCREIT by individual REITs. MINT fell after JPM cut it from overweight to underweight due to expectations of rising vacancies at US and SG data centres with upcoming non-renewals as well concerns over Deepseek.
$CSOP S-REITs INDEX ETF (SRT.SG)$ 2025 YTD Total Return: -1.16%
【MMF】
Last ...

Weekly Performance Checkpoint
【 $CSOP S-REITs INDEX ETF (SRT.SG)$ 】
– SRT’s fall was primarily due to industrial and office REIT by subsectors as well as MINT, FLT and CLINT. CLINT fell after Temasek sold its shares.  
【 $CSOP USD Money Market Fund (SGXZ96797238.MF)$ 】
– Last week, headline CPI and the core CPI both increased by 0.3% MoM in November, slightly below JPM's prediction. The core basket ...

Weekly Performance Checkpoint
【SRT】
– $CSOP S-REITs INDEX ETF (SRT.SG)$’s gains last week were due to industrial, data center and retail by subsectors and KDCREIT, CLAR, and MINT by individual REITs. The 3 REITs gained after Macquarie resumed their coverage with an outperform rating.
【MMF】
– Markets are pricing in fewer rate cuts since November’s FOMC meeting. Bloomberg Economics predicts a rate cut by the Fed in eit...

$UOBAM PINGAN CHINEXT S$ (CXS.SG)$ $CSOP STAR&CHINEXT50 SGD (SCY.SG)$ Trade with caution. it could all be a huge liquidity trap.