BUOYED by expectations of interest rate cuts, a weakening of the US dollar and a geopolitical premium, experts anticipate a CONTINUING UPTREND in the price of gold in 2024, even if inflation eases.

REIT (Real Estate Investment Trust) stocks can benefit from falling interest rates.

Interest Rate Sensitivity:

REITs are known for their income-generating properties, such as commercial real estate, apartments, and shopping centers.
When interest rates decline, the cost of borrowing for REITs decreases. This leads to lower financing costs for property acquisitions and development.
As a result, REITs can potentially enjoy higher net operating income (NOI) due to reduced interest expenses.
Dividend Yields:

REITs are required by law to distribute a significant portion of their income to shareholders as dividends.
Falling interest rates make the dividend yields offered by REITs more attractive relative to other income-generating investments.
Investors seeking stable income often turn to REITs during periods of declining rates.
Property Valuations:

Lower interest rates can lead to higher property valuations.
As rates fall, the discount rate used to calculate the present value of future cash flows from real estate assets decreases.
This results in higher property prices, benefiting existing REIT holdings.
Refinancing Opportunities:

REITs often have existing debt on their properties.
When rates decline, REITs can refinance their debt at lower interest rates, reducing their overall interest expense.
This positively impacts their cash flow and profitability.

Gold rallied by 400% through both rising and falling interest rates, reaching just above $1,900 per ounce in 2011. 😁😁😁

Gold tends to perform well during periods of economic and geopolitical uncertainty, as it serves as a reliable store of value.

The anticipated retreat in both the USD and interest rates across 2024 further supports gold’s positive outlook.

Gold serves as a store of value, a hedge against inflation, and a safe-haven asset during economic turmoil.

Its unique properties make it a valuable addition to a diversified investment portfolio.

Gold doesn’t generate income but can appreciate during economic uncertainty.

Gold prices tend to spike when interest rates fall.

Let’s compare Sentral REIT’s dividend yield to other Malaysian REITs. 🏢🇲🇾

Sentral REIT: The current dividend yield for Sentral REIT is approximately 8.74%1.
Now, let’s take a look at the dividend yields of some other notable Malaysian REITs:

Axis REIT: Offers a dividend yield of 5.45%
Sunway REIT: Provides a dividend yield of 5.95%
IGB REIT: Has a dividend yield of 5.77%
Pavilion REIT: Yields approximately 7.09%
KLCC Property Holdings: Offers a dividend yield of 5.42%

JPMorgan is forecasting a breakout rally for the precious metal in 2024 with a peak of $2,300 an ounce as interest rates are expected to fall, according to the bank's commodities outlook published earlier this month.

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Cocoa futures touched a new 46-year peak of $4,478, primarily driven by ongoing supply worries in West Africa, a key cocoa-producing region. 😋😋

I 100% agree with U.
Gold protects us from falling ringgit.
Gold protects us from falling Bursa.
Gold protects us from rising inflation.
Verdict : Gold is our greatest protector !

It is always good to diversify some of our hard earn moni into hard solid gold which is the REAL moni.

All fiat currencies including USD are printed out from NOTHING, with no asset backing.

All fiat currencies are just plain, empty pieces of paper onli with no value at all !

During the Global Financial Crisis (GFC), gold investment surged from 70 metric tons in 2007 to over 400 metric tons in the subsequent four years as investors sought wealth protection

Gold is an essential asset for hedging against inflation and currency depreciation. It stands alongside other global assets, offering stability and diversification.

Why Invest in Gold?:

Hedge Against Inflation: Gold serves as a hedge against inflation, protecting wealth during times of rising prices.
Currency Depreciation: As currencies fluctuate, gold remains a store of value.
Geopolitical Uncertainty: Global tensions and uncertainties drive investor interest in gold.
Interest Rates and Over-Leveraged Markets: Concerns about rising rates and market vulnerabilities contribute to gold’s appeal.

Global Investment Trends in Gold (2022):

In 2022, total annual investment in gold rose by 10%, reaching 1,107 metric tons.
Bar and coin demand contributed significantly to this growth, improving by 2% compared to 2021, totaling 1,217 metric tons.
Despite a decline in gold ETF holdings by 110 metric tons, it was significantly lower than the 189 metric tons of net selling seen in 20211.
The diverse sources of gold demand and supply counterbalanced each other, resulting in gold’s uniquely stable performance as an investment asset.
Factors influencing gold investment included geopolitical risk, multi-decade high inflation (especially in Western markets), and aggressive rate hikes by central banks.

We all thank Ahmad Maslan. Terima kasih MAS !

On long term basis, gold price ALWAYS GO UP ! 100% guaranti WINNER !!! On long term basis, ALL fiat currencies always go down to ZIRO !!!

Very boring counter !

Just thank Ah War and then go out, buy coffee and nasi lemak and eat lah. Enjoy. 🥰

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US got the biggest moni printing machine in the world. US can print all the moni they want and drop the moni from the heli in the sky to the US consumers below lah. So, highest inflation is not a problem in US.

Our Bursa speaks for all the govtssss lah ?

Why no one chat about gold when gold price oredi reachedddd all time HIGH lah ?

Why no one got realize GOLDETF is oredi in a wild raging bull run ?

No one got see ah ?

PLY ... a corn stk ? Corned the hard earn moni of our poor retailers ?

China continues to lead in gold reserves. It nearly doubled its storage of gold to 2,010 tonnes, accounting for 3.6% of its total foreign reserves.

Thailand: Thailand had the second-largest increase in gold reserves over the last decade, growing by 60.2% from 152.4 tonnes to 244.1 tonnes.

Gold remains a popular inflation hedge in Thailand.

Reserve Bank of India (RBI): In the July-September 2023 quarter, the RBI acquired 9 tonnes of gold, reinforcing its commitment to gold as a diversifier.

Last year (2022), central bank purchases reached a record level of 1,136 tons of gold.

In the first nine months of 2023, central banks worldwide increased their gold reserves by a net 800 tons of gold.

Can we follow the central banks and allocate more of our wealth into gold ?

Central banks are INCREASINGLY allocating a portion of their reserves to gold.

A World Gold Council survey revealed that 62% of central banks expect gold to account for a greater share of their reserves over the next five years.
Simultaneously, half of the respondents anticipate a decline in the US dollar’s share of reserves, pointing to a trend of de-dollarization

Otherwise, the bull will run away.

No wori, just close eye n attack lah.

ahbah is just a small kampong kid onli, simply close eyes and tembak tembak onli, tak bolih harap what ahbah say lah.

TSH got cocoa which is now in a solid bull run for oredi 1 yr lah !

Let’s explore the dividend yield of TSH Resources Berhad over the past 5 years:

In the most recent data available, TSH Resources Berhad has a TTM (Trailing Twelve Months) dividend yield of 10.61%1.
Over the last decade, dividend payments from TSH have been on an upward trajectory.
The company’s earnings comfortably cover these dividends, with a payout ratio of 42.3%2.
Remember that dividend yield reflects the percentage of dividends relative to the stock price. It’s a key metric for income-seeking investors. If you’re considering investing in TSH Resources, keep an eye on their financial performance and dividend policies.

After this short term profit taking phase is over, then must wallop kuat kuat TSH lah !

TSH ... now in onli temporary profit taking phase, after a big run up recently.

TSH ... strongest buy !!!

TSH Resources Berhad has an interesting history in the world of business. It began its journey in the cocoa industry back in the 1970s. By the time it was listed on the Kuala Lumpur Stock Exchange in 1994, it had already established itself as a major player in the cocoa business in Malaysia. In fact, it was the single largest exporter of cocoa beans and products in the country at that time.

TSH still operates its cocoa business through its wholly owned subsidiary, CocoaHouse Sdn. Bhd. The processing and marketing of cocoa products continue, and these delightful cocoa creations have received international recognition. They are currently exported to the USA, Europe, and Asia.

Thanks for your moni making info.

Oredi got insane bull run in cocoa, so buy plantation stks that also got cocoa ?

Go for it !

Our Bursa got firm support from Ah War ?