This actually did not catch my eyes today. After all, the portion of my SG stocks are my hedge against my US growth portfolio. It’s maxed out. However, JR_Chai asked me if I am writing a piece of article on this. This triggers some opinions in my head and I told him I will probably post them out tonight.
Warning: This is an opinionated piece. Please do not proceed if you have a heavy weightage of SG Blue Chips in your portfolio.
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Ok I already warned you.
So what is “this” that I mentioned previously?
This is the new proposal that Capitaland has put up today.
As per CNA article, it states that “CapitaLand, majority-owned by Singapore state investor Temasek, announced on Monday (Mar 22) plans to split itself into two in a strategy aimed at pursuing growth as an asset-light company.
It is proposing to inject its real estate investment trusts and investment...