Transactions:

• Added 4,000 units of Mapletree Log Trust at $1.54

I never expected to make any buy transactions in January. But when my T bills applications kept being unsuccessful coupled with current T bills maturing, and Reits going down again, I decided to deploy my warchest. A few stocks that caught my eyes include Mapletree Industrial Trust, Mapletree Logistic Trust and Raffles Medical. For Mapletree Industrial Trust, it is already my biggest holding, hence I decided to add only if it goes lower. For Raffles Medical, with foreigners returning and the fact patients are not as price sensitive when it comes to medical especially for serious conditions, I wanted to buy Raffles Medical. Their China play was also attractive. "Was" is the keyword as the context has just changed again. China play which was attractive in the past is now the bottleneck. This is for both Raffles Medical and Mapletree Logistics Trust. Is China economy...