With Manulife REIT making a surprise downward valuation which saw its leverage ratio increasing, US office REITs in the same industry and listed in SGX took a beating. I had used this opportunity to accumulate more in KepPacOak and PRIME due to their sell down, as investors might be spooked that they follow in the footsteps of Manulife US. I do not foresee these 2 US Office REITs reporting a sudden downward valuation in their upcoming 1H results which will breach their loan conditions or regulatory limit. Valuation exercises are typically done at year end, barring sudden drastic changes in valuation in Manulife's case. Similarly, I added more in Yangzijiang Finance due to its lowering in price by 1 bid. Through thorough evaluation of its business, I am optimistic of its execution as the credit situation in China's real estate should be improving. I added a new company in my portfolio called "Country Garden" who is one of...