A cautious outlook for SREITs in 2023?

Sectors offering relative resilience

Stock up on SREITs with heavy China exposure?

Paragon REIT

Outlook for SREITs in 2023

Which SREITs stand to become beneficiaries of investors seeking resilient yield and growth opportunities in a high interest rate environment? And with China taking a major step towards reopening its borders, is it finally time to stock up on companies with high exposure to the Chinese market? 

Start your year right with Michelle Martin as she speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor about his thoughts on the performance of SREITs in 2023 and some sectors to avoid during this period of volatility. 

Which SREITs stand to become beneficiaries of investors seeking resilient yield and growth opportunities in a high interest rate environment? And with China taking a major step towards reopening its borders, is it finally time to stock up on companies with high exposure to the Chinese market? 
Start your year right with Michelle Martin as she speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor about his thoughts on the performance of SREITs in 2023 and some sectors to avoid during this period of volatility.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Live Well with Michelle

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,  manage your expenses and start your smart money investment journey today. 

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,&nbsp; manage your expenses and start your smart money investment journey today.&nbsp;

Money and Me

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

Start your day on a positive note with Live Well with Michelle Martin.

Live Well with Michelle (10am to 1pm)

Money and Me: SREITs' 2023 outlook

A billion-dollar telecom merger has collapsed, a data-centre REIT is rethinking its strategy, and one of Singapore’s transport giants is facing fresh doubts - what should income investors do now?

Hosted by Michelle Martin with guest Willie Keng, Founder of Dividend Titan, this episode examines the fallout from the failed Simba-M1 merger and what it could mean for Singapore’s telecom sector, Keppel and future industry consolidation.

Michelle and Willie unpack why investors are reassessing Mapletree Industrial Trust after weaker earnings, pressure on distributions and concerns surrounding its North American data-centre portfolio.

They also discuss why ComfortDelGro shares have come under pressure despite the company’s overseas expansion strategy.

The conversation explores how regulators balance competition, infrastructure investment and consumer interests when evaluating major telecom transactions.

Plus, what dividend investors should focus on beyond headline yields when assessing long-term income opportunities.

A billion-dollar telecom merger has collapsed, a data-centre REIT is rethinking its strategy, and one of Singapore&rsquo;s transport giants is facing fresh doubts - what should income investors do now?
Hosted by Michelle Martin with guest Willie Keng, Founder of Dividend Titan, this episode examines the fallout from the failed Simba-M1 merger and what it could mean for Singapore&rsquo;s telecom sector, Keppel and future industry consolidation.
Michelle and Willie unpack why investors are reassessing Mapletree Industrial Trust after weaker earnings, pressure on distributions and concerns surrounding its North American data-centre portfolio.
They also discuss why ComfortDelGro shares have come under pressure despite the company&rsquo;s overseas expansion strategy.
The conversation explores how regulators balance competition, infrastructure investment and consumer interests when evaluating major telecom transactions.
Plus, what dividend investors should focus on beyond headline yields when assessing long-term income opportunities.

Money and Me: What Telco investors need to know, Mapletree Industrial Trust & ComfortDelGro Under In Focus

The AI boom is alive - but investors are starting to ask a harder question: which winners deserve their sky-high valuations?

Hosted by Michelle Martin, this episode of Market View explores a surprising sell-off among Japanese cable makers and what it may reveal about growing cracks in the AI infrastructure trade.

Investors also examine strong earnings from SATS, which delivered resilient profit growth despite Middle East disruptions and continues integrating Worldwide Flight Services into its expanding global network.

Michelle unpacks why premium cinema operator IMAX continues outperforming in the streaming era, why Delivery Hero surged on fresh takeover speculation involving Uber, and how Boustead Singapore more than doubled profits through a mix of operational strength and value creation.

Plus, Frasers Logistics & Commercial Trust expands deeper into Europe as management doubles down on the logistics infrastructure theme.

The episode asks whether the next phase of AI investing will be less about spotting trends - and more about identifying genuine long-term winners.

The AI boom is alive - but investors are starting to ask a harder question: which winners deserve their sky-high valuations?
Hosted by Michelle Martin, this episode of Market View explores a surprising sell-off among Japanese cable makers and what it may reveal about growing cracks in the AI infrastructure trade.
Investors also examine strong earnings from&nbsp;SATS, which delivered resilient profit growth despite Middle East disruptions and continues integrating&nbsp;Worldwide Flight Services&nbsp;into its expanding global network.
Michelle unpacks why premium cinema operator IMAX&nbsp;continues outperforming in the streaming era, why&nbsp;Delivery Hero&nbsp;surged on fresh takeover speculation involving&nbsp;Uber, and how&nbsp;Boustead Singapore&nbsp;more than doubled profits through a mix of operational strength and value creation.
Plus, Frasers Logistics &amp; Commercial Trust&nbsp;expands deeper into Europe as management doubles down on the logistics infrastructure theme.
The episode asks whether the next phase of AI investing will be less about spotting trends - and more about identifying genuine long-term winners.

Market View: AI Cracks, SATS Soars & Why IMAX Refuses to Die, SATS, Worldwide Flight Services (WFS), Microsoft, Amazon, Alphabet, Meta, IMAX, Delivery Hero, Uber, Boustead Singapore, Frasers Logistics & Commercial Trust

What if the ultimate luxury isn't a penthouse in the city - but waking up to mountain air, silence and space to breathe?

Hosted by Michelle Martin with guest Maureen Yeo, Regional Director of Asia at Andermatt Swiss Alps, this episode explores why growing numbers of Singaporeans are looking beyond traditional investment destinations toward the Swiss Alps.

Discover how wellness, longevity, sustainability and wealth preservation are reshaping ideas of retirement and luxury living.

Michelle examines Switzerland's appeal, from healthcare and stability to tax considerations and legacy planning.

Learn why Andermatt has evolved from a ski village into one of Europe's fastest-growing alpine lifestyle destinations.

Is the future of wealth less about what you own - and more about how you live?

What if the ultimate luxury isn't a penthouse in the city - but waking up to mountain air, silence and space to breathe?
Hosted by Michelle Martin with guest Maureen Yeo, Regional Director of Asia at Andermatt Swiss Alps, this episode explores why growing numbers of Singaporeans are looking beyond traditional investment destinations toward the Swiss Alps.
Discover how wellness, longevity, sustainability and wealth preservation are reshaping ideas of retirement and luxury living.
Michelle examines Switzerland's appeal, from healthcare and stability to tax considerations and legacy planning.
Learn why Andermatt has evolved from a ski village into one of Europe's fastest-growing alpine lifestyle destinations.
Is the future of wealth less about what you own - and more about how you live?

Money and Me: SREITs' 2023 outlook

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