AK shares his views on Singapore Banks, REITs and IREIT Global for 2024

In this roundtable podcast, Adam, Rizmin, Victor, and AK discuss AK's quarter three dividends, which reached $84,942 Singapore dollars, a 12% increase from the previous year. They delve into AK's investment strategies, focusing on Singaporean banks like DBS, OCBC, and UOB, and their exposure to China's economy. AK shares his views on REITs, particularly IREIT Global, and explains his investment decisions based on factors like financial engineering, sponsor involvement, and management conservatism. The conversation also covers interest rate trends, the importance of building a war chest, and AK's philosophy on frugality versus stinginess, including his plans for charitable donations.