Shares & Derivatives
Journey To Retirement Part 17 — CapitaR China Trust
By ccloh Strategic Investor Zone  •  February 15, 2016
Added CapitaR China Trust to the Cashless/Strategic section in my investment portfolio.  This is to replace Cambridge Industrial Trust that was divested last month. CapitaR China Trust was chosen as it is a retail Reit in China.  Retail Reit to me is termed as defensive (just rank behind health care).  While the like of CapitaMall Trust and Frasers Centrepoint Trust can be considered as a "lifestyle" in Singapore due to their suburban malls exposure, those of CapitaR China Trust might not be (China and Singapore should have different lifestyle).  However, China with a population of over 1 billion (vs 5.3 millions in Singapore) is not something to be easily ignored when come to retail.  This is one of the main reason that I decided to get into this Reit. According to its latest FY2015 earning report,  it delivered a 10.60 cents DPU for the 2015 and that ......
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By ccloh Strategic Investor Zone
Am a typical retail investor who started investing in stock market in 1993, the same length of period as SingTel was listed in SGX and ironically SingTel was my first vested stock. Back then was a passive investor and started to turn more active in stock market in 2006. A year later when I switched my engineering job to a finance related one, I became what commonly known as trader ( trade for living ) and at the same time also strongly believe in fundamental/value investing that is the way to growth wealth. In a way I classify myself as a "Strategic Investor". As a trader, I track market movement daily and as an value investor, I am always on the lookout for cheap bargain to hold for long term.
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