Invest, Trade and Save in Singapore, Syfe

Syfe

Invest, Trade and Save in Singapore

Syfe is an investment platform offering Managed Portfolios, Brokerage services, and Cash Management solutions to help people build wealth for a better future.

Thematic (Sector/Industry)

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<li>Singapore has emerged as a leading hub for sustainable innovation and technology in Asia, being highlighted as one of the few major economies showing true momentum by balancing progress across energy sustainability, security and equity by the World Economic Forum’s (WEF) 2023 Energy Transition Index. </li>
<li>Singapore has established itself a frontrunner in sustainable solutions by raising its national climate target in 2022 to achieve net-zero emissions by 2050 as part of its long-term low-emissions development strategy.</li>
<li>Singapore relies heavily on imported gas which accounts for more than 90% of the country’s electricity mix leading to growing emissions from the power sector. According to the Energy Market Authority, the power sector contributes 40% of the country’s carbon footprint. Singapore’s clean energy transition is primarily centred around solar energy and regional electricity imports.</li>
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Singapore has emerged as a leading hub for sustainable innovation and technology in Asia, being highlighted as one of the few major economies showing true momentum by balancing progress across energy sustainability, security and equity by the World Economic Forum’s (WEF) 2023 Energy Transition Index. 
Singapore has established itself a frontrunner in sustainable solutions by raising its national climate target in 2022 to achieve net-zero emissions by 2050 as part of its long-term low-emissions development strategy.
Singapore relies heavily on imported gas which accounts for more than 90% of the country’s electricity mix leading to growing emissions from the power sector. According to the Energy Market Authority, the power sector contributes 40% of the country’s carbon footprint. Singapore’s clean energy transition is primarily centred around solar energy and regional electricity imports.


Singapore ESG and Clean Energy: Powering a Sustainable Future

<ul><li>Singapore’s healthcare Real Estate Investment Trusts (REITs) continue to stand out as one of the most defensive segments in the S-REIT universe.</li><li>In 2025, the sub-sector has materially outperformed sector indices, supported by inelastic demand for healthcare, ageing demographics, and the scarcity of medical real estate supply.</li><li>These structural drivers insulate the segment from a great deal of economic cyclicality and position it as a reliable source of total returns.</li></ul>

Singapore’s healthcare Real Estate Investment Trusts (REITs) continue to stand out as one of the most defensive segments in the S-REIT universe.In 2025, the sub-sector has materially outperformed sector indices, supported by inelastic demand for healthcare, ageing demographics, and the scarcity of medical real estate supply.These structural drivers insulate the segment from a great deal of economic cyclicality and position it as a reliable source of total returns.

Singapore Healthcare REITs: A Defensive Haven in a Shifting Market

Equity Bottom-Up

Capitaland India Trust / Equity Bottom-Up

Capitaland India Trust operates as a property trust. The Trust acquires, owns, and develops income-producing real estates such as IT business parks, logistics space, and industrial facilities. Capitaland India Trust serves customers in India.

<ul><li>CapitaLand India Trust (‘CLINT’) is a Singapore-listed property trust which owns  IT business parks, industrial facilities, logistics parks and data centres in India.</li><li>The properties are mainly located in the established IT corridors such as Chennai, Bengaluru, Hyderabad, Pune and Mumbai, translating into higher occupancy and strong rental rates.</li><li>As of the end of Q2 2025, the total value of the Company’s portfolio was ~S$3.7 billion. </li></ul>

CapitaLand India Trust (‘CLINT’) is a Singapore-listed property trust which owns  IT business parks, industrial facilities, logistics parks and data centres in India.The properties are mainly located in the established IT corridors such as Chennai, Bengaluru, Hyderabad, Pune and Mumbai, translating into higher occupancy and strong rental rates.As of the end of Q2 2025, the total value of the Company’s portfolio was ~S$3.7 billion. 

Capitaland India Trust (CY6U.SI): Office-Led Income Play With Data Centre Upside

Singapore’s Industrial REITs (S-REITs) remain exposed to macroeconomic volatility given the city-state’s trade-dependent economy.The latest U.S. tariff announcements and reciprocal trade measures present risks to export-driven industries, which form a significant tenant base for many REITs. Coupled with lingering inflation pressures and uncertainty around global monetary policy, these dynamics could dampen business sentiment and moderate tenant expansion.Geopolitical tensions and slowing economic growth projections further cloud the near-term outlook.

Singapore’s Industrial REITs (S-REITs) remain exposed to macroeconomic volatility given the city-state’s trade-dependent economy.The latest U.S. tariff announcements and reciprocal trade measures present risks to export-driven industries, which form a significant tenant base for many REITs. Coupled with lingering inflation pressures and uncertainty around global monetary policy, these dynamics could dampen business sentiment and moderate tenant expansion.Geopolitical tensions and slowing economic growth projections further cloud the near-term outlook.

Singapore Industrial REITs: Global Uncertainties as Headwinds Cloud Near-Term Outlook

<ul><li>The interest rate cycle in Singapore typically correlates with the Fed.  According to June’s FOMC Summary of Economic Projections, based on median estimates, the Fed is expected to cut interest rates by 50bps (in two rate cuts) for the rest of 2025, with 25bps more (in one rate cut) in 2026.  </li><li>Based on latest futures from CME Group, the market is pricing in a 89% probability of rate cut during the Fed's next meeting in September.</li><li>The current easing cycle is a clear sector tailwind. The steep decline in 3M Singapore’s SORA from 3.03% in January to 1.85% in August, will benefit the sector in multiple perspectives: reduced funding cost, more stable cap rates to support asset valuations, as well as more attractive REIT valuation on the back of yield spreads.</li></ul>

The interest rate cycle in Singapore typically correlates with the Fed.  According to June’s FOMC Summary of Economic Projections, based on median estimates, the Fed is expected to cut interest rates by 50bps (in two rate cuts) for the rest of 2025, with 25bps more (in one rate cut) in 2026.  Based on latest futures from CME Group, the market is pricing in a 89% probability of rate cut during the Fed's next meeting in September.The current easing cycle is a clear sector tailwind. The steep decline in 3M Singapore’s SORA from 3.03% in January to 1.85% in August, will benefit the sector in multiple perspectives: reduced funding cost, more stable cap rates to support asset valuations, as well as more attractive REIT valuation on the back of yield spreads.

Singapore Office REITs: Interest Rate Easing Cycle Provides Earnings and DPU Upside