My portfolio which is overweighed in S-Reits has returned me 2.99% in the month of April 2014. We see a couple of S-Reits rebounding in that month. While the general market sentiment is negative with the expectation of a rising interest rate, some buyers are already loading up S-Reits slowly. I started loading S-Reits towards the end of last year. I admit they were not added at the lowest possible price. As I am taking a longer term view of my local portfolio, the shorter term price movements are not a major concern to me. My take is that our healthcare, retail and hotel sectors will continue to do well in the rising interest rate environment. I suggest staying away from the industrial sector though. I am seeing a lot of vacant industrial space in the north. I did not make any transaction in the month of April 2014. ...