[PREMIUM] Iggy’s Watchlist: The 5 SGX Stocks I’m Watching in November 2025

Interest rates are falling. REITs are winning. Banks are losing. Here’s exactly which stocks I’m buying, holding, and avoiding this month.

The Big Picture: Navigating the Turning Tide

November is not a normal month. Q3 earnings are wrapping up, and one clear signal is emerging from the noise: interest rates are stabilizing or falling. That single fact splits the Singapore market into winners and losers.

Banks suffer when rates drop. Their net interest margins compress. Fewer people refinance mortgages. Lending becomes less profitable. But REITs? They thrive. Lower rates mean cheaper debt, higher asset valuations, and fatter distributions to you as an income investor.

This is not theory. This is already playing out in the numbers we’re seeing this week. And it means your watchlist needs to reflect this turning tide. Let me show you exactly which five stocks I’m watching—and more importantly, why.