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S1E47: Riding rate cuts with Reits: BT Mark to Market (Ep 47)
Manage episode 438798582 series 2970239
Reits have been struggling with soaring debt costs and concerns about the deflating value of their property portfolios. But these trends reverse as major central banks cut rates. Senior correspondent Ben Paul explains how investors should position themselves.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:30 Rising rates did not stop the S&P500’s advance
04:14 Rate cuts will support stocks, drive funds to Asia
07:02 Lagged effect on local Reits, watch fundamentals
11:35 Get ready for surge in acquisitions, fundraisings
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Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
---
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Capitole
1. Riding rate cuts with Reits: BT Mark to Market (Ep 47) (00:00:00)
2. Rising rates did not stop the S&P500’s advance (00:01:30)
3. Rate cuts will support stocks (00:04:14)
4. Lagged effect on local Reits (00:07:02)
5. Get ready for surge in acquisitions (00:11:35)
50 episoade
Manage episode 438798582 series 2970239
Reits have been struggling with soaring debt costs and concerns about the deflating value of their property portfolios. But these trends reverse as major central banks cut rates. Senior correspondent Ben Paul explains how investors should position themselves.
Synopsis: Listen to senior correspondent Ben Paul's analysis and insight on market trends and corporate issues in Singapore in this podcast series based on his weekly column in The Business Times.
Highlights of the podcast:
01:30 Rising rates did not stop the S&P500’s advance
04:14 Rate cuts will support stocks, drive funds to Asia
07:02 Lagged effect on local Reits, watch fundamentals
11:35 Get ready for surge in acquisitions, fundraisings
---
Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Written and hosted by: Ben Paul (benpaul@sph.com.sg)
Edited by: Howie Lim & Claressa Monteiro
Produced by: Ben Paul & Howie Lim
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
Follow BT Mark To Market:
Channel: bt.sg/btmark2mkt
Amazon: bt.sg/m2mam
Apple Podcasts: bt.sg/4DJp
Spotify: bt.sg/4DJN
YouTube Music: bt.sg/m2myt
Website: bt.sg/mark2mkt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
---
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
WealthBT: bt.sg/btwealthbt
PropertyBT: bt.sg/btpropertybt
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/brpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Capitole
1. Riding rate cuts with Reits: BT Mark to Market (Ep 47) (00:00:00)
2. Rising rates did not stop the S&P500’s advance (00:01:30)
3. Rate cuts will support stocks (00:04:14)
4. Lagged effect on local Reits (00:07:02)
5. Get ready for surge in acquisitions (00:11:35)
50 episoade
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