Source: https://lnkd.in/gMpVsrEf

I was interviewed by Lianhe Zaobao on the US midterms and AI stocks. Here's the 3-point conviction read.

The STI closed almost perfectly flat — down just 0.66 points to 5,268.63 — but the story beneath the surface is far more interesting.

In my conversation with Zaobao, I laid out why the Democratic landslide is a **sentiment shock, not a structural break** for the AI trade — and where the real signal lies (hint: it runs through the bond market, not the equity tape).

Three takeaways for the Conviction Compass:

1️⃣ AI capex cycle remains intact — politics doesn't rewire compute demand.

2️⃣ The Democratic sweep is "moderately constructive" — a fiscal check that bond investors have been waiting for.

3️⃣ But gridlock has limits — veto power and executive orders cap how much policy actually changes.

Plus one bonus call: SG bank stocks look like a healthy consolidation, not a bottom-fishing moment — yet.

Click HERE for details.

Newspaper article: https://lnkd.in/gMpVsrEf

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

✅ We bridge the gap between investors and management.

✅ We turn exclusive access into your competitive edge.

1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).

2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.👉

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

Previous Post on CLAS: https://lnkd.in/giFZ75uQ

***This is not financial advice or recommendation but for general sharing of my personal takeaways

Why CapitaLand Ascott Trust (CLAS) Deserves a Spot on Your REIT Radar

Lyf @ Funan

I just walked through lyf @Funan, a property under CapitaLand Ascott Trust. Here's what most REIT investors miss.

CapitaLand Ascott Trust (SGX: HMN) is one of those REITs that quietly delivers, and my visit reinforced why.

Three things that stood out:

1. Pricing Power: Unlike typical REITs, CLAS can adjust short-term room rates dynamically. That's a moat.

2. 7.4% Yield + Global Reach: 106 properties. 16 countries. 45 cities. S$8.7 billion in assets. Listed since 2006.

3. Read the article to find out more. 😊 

Click here.

(PS: Fun Fact: This is my 62th edition. Subscribe, follow and like to stay updated.=)

I've broken down my full "Conviction Compass" thesis on my profile. Read it and see for yourself.

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

✅ We bridge the gap between investors and management.

✅ We turn exclusive access into your competitive edge.

1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).

2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.👉

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

Previous Post on Innotek: https://lnkd.in/gkKxS3Nh

***This is not financial advice or recommendation but for general sharing of my personal takeaways.

3 Takeaways from Innotek’s sharing at ISCA: From Metal Stamping to AI Cooling

Group photo Innotek

Just left the ISCA sharing session with Innotek (SGX symbol code: M14). Here is what caught my eye. 😊 

As an SGX Ambassador, I look for companies that are quietly adapting to mega-trends.

Innotek is transitioning from traditional metal stamping to AI liquid cooling and New Field, and the metrics are shifting.

Three quick highlights from the ground:

1. Pivot to High Margin: Focusing on AI and New Energy solutions.

2. The "N" Word: Nvidia is now in their Top 10 client list as an approved vendor.

3. Yield: Maintaining a 2-cent dividend despite lumpy revenue cycles.

Is this the hidden gem in the AI infrastructure trade? Click here to assess:

https://bit.ly/ericshareEp61_Innotek

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

✅ We bridge the gap between investors and management.

✅ We turn exclusive access into your competitive edge.

 

1️⃣ Follow me for REIT or SGX deep dives (next: What's trending, data centre REITs disruption, industrial, top leadership and management moves, etc).

2️⃣ DM me to discuss how real estate, equities or reits can diversify your income portfolio.

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

***This is not financial advice or recommendation but for general sharing of my personal takeaways.