$Mapletree Ind Tr (ME8U.SG)$ $Daiwa Hse Log Tr (DHLU.SG)$ $F...

s2nw2g : Increase IR, but gain from FX.. its just which one is higher...

soyabean89 OP s2nw2g : true that...dunnoe will jpy drop back to sgd1 = 80+++jpy mah...

s2nw2g : why think or worry abt something your cannot control. if not comfortable,  you will not have bought these shares...

soyabean89 OP s2nw2g : I bought them during covid...now barely recover thanks to rate cut. now BOJ gonna swing the market

s2nw2g : I thought Covid price are quite low. I bought them after and did some dca.

soyabean89 OP s2nw2g : nope covid REIT rush...if u notice these REITs I remarked I vested are industrial n health care reits...then tanked by interest rate...

first reit got fked by their sponser ...and I dun dare to average in since
I didn't average down as I was foolish all in ...need a lot ammo to make a dent

103680587 : Japan rate hike what will happen to the carry trades?

soyabean89 OP 103680587 : u recall 5th august market impact?
that just .25% hike impact... now institution likely believe BOJ will raise to 1%...

not gonna speculate..but maybe reduce risk on those with yen debt ..

buy yen before it become expensive for the last "cheap" Japan trip lol..or buy n sell when they raise rate against your home currency