Strategic Shifts: Positioning for Rate Cuts with SG REITs and Global Tech Stocks Amid Potential Recession

SG REITs, like $CapLand IntCom T (C38U.SG)$ and $FRASERS CENTREPOINT TRUST (J69U.SG)$ are particularly well-positioned to benefit from this scenario. Both trusts have gearing ratios of around 40%, which will allow them to reduce interest costs as rates fall, potentially leading to higher distributions per unit (DPU). The lower interest expenses will not only improve their profitability but also make them more attractive to income-focused investors.

$Tesla (TSLA.US)$ has demonstrated remarkable resilience and innovation, with a diversified business model that spans electric vehicles, energy storage solutions, and advanced technologies like Optimus and Robotaxi. The company's recent strong earnings and forward-looking projects underscore its potential for long-term growth. As rate cuts stimulate investment and consumer spending, Tesla’s growth prospects, driven by its market-leading position and expansion into new segments, make it a compelling choice.

$Palantir (PLTR.US)$ is another key player in the growth technology sector. Known for its advanced data analytics platforms, Palantir is well-positioned to benefit from increased corporate and government spending on data-driven decision-making and AI technologies (especially for war analytics with all the ongoing geopolitical risks). The company's recent performance and strategic partnerships highlight its growth trajectory. As liquidity flows into growth stocks, Palantir’s unique offerings and expanding customer base could drive significant upside potential.

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