SG Talk

We are now on which cycle
Property
Stock
Will these run on same

No one can share

(03-11-2023, 12:11 PM)Talent Wrote: [ -> ]We are now on which cycle
Property
Stock
Will these run on same

Now is turbulent uncertain and chaotic cycle. Stay clear of everything and keep your head down. 

(03-11-2023, 12:11 PM)Talent Wrote: [ -> ]We are now on which cycle
Property
Stock
Will these run on same

Hard to predict but I try.
1. Interest rate has peaked but not sure how long it will stay at this high level. Some say 2024 others say 20q5 then rates will drop.

2. US exonomy is slowing fast but everyone is off sync these days China already slowed for 3 yrs! While US boomed until inflation go wild.But Singapore no recession.

3. When it comes to stocks market is bifurcated ...there are many categories oil, reits, propeprty, electronics, etc.what is clear is reits hit bottom and rebounding, given blue chip reits on average 30% below peak...I would be a buyer if I have money. Oil still down cycle. Property is flat electronics likely bottom.

4. When ut comes to property different countries are at different part of cycle. US bubble just popped and sinking down. China property is 3yrs of down and likely near or past bottom. Singapore is steady. I don't see ant downside with govt importing people just like COE the trend is up.