SPOT_ON
08-11

BUY CAPITALAND CHINA FOR HIGH SUSTAINABLE YIELD

$CapLand China T(AU8U.SI)$  

Gold Hits Three-Month High — Is Dalio's 15% Allocation Call Right?
Gold is turning the debasement thesis into price. Spot gold +0.87% to $4,647, its highest since mid-May. U.S. proxies led Friday: GLD +1.95%, GDX +2.98%, Newmont +3.09%; Zhaojin Mining +2.98% in Hong Kong today. After the Treasury's buyback expansion, yields and the dollar fell — the market pricing fiscal sustainability, not rate direction. Dalio warns of a debt crisis within years, advising 10–15% in gold. Against it: January's $5,608 record makes this a recovery, not a breakout, and hawkish Warsh or a hot July PCE lifts real rates. GLD, GDX and Newmont, or gold as a core weight per Dalio?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • riffy
    08-11
    riffy
    I ran the yield math too, sustainable if payout stays covered. You banking on occupancy holding up?
    • SPOT_ON
      yes... CapitaLand china yield annually has always been 7.x to 8.x% for the longest time
Leave a comment
2