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S1E47: Riding rate cuts with Reits: BT Mark to Market (Ep 47)

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Manage episode 438798582 series 2970239
Content provided by BT Podcasts and The Business Times. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BT Podcasts and The Business Times or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

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

Artwork
iconDistribuie
 
Manage episode 438798582 series 2970239
Content provided by BT Podcasts and The Business Times. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BT Podcasts and The Business Times or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

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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