Buying Opportunities Again- Israel Attacked Iran.

Just when everyone thought that the stock market had stabilised with the “not too bad” export control truce from the US-China trade negotiation post UK London meetup, Israel suddenly launched an attack on Iran that sank most stock markets and drive oil prices up. The devastating attack destroyed Iran’s nuclear enrichment facilities and also tragically killed many of its top military leaders. Iran also counter-attacked with the launch of hundreds over ballistic missiles at Israel. The retaliatory strikes have killed many civilians and many suffered injuries.

1. Do not panic and sell all

While there is a distinct possibility of the conflict spreading and dragging in more countries, I think that most likely the war between Israel and Iran will be contained as currently, it only involves air-strikes on both sides and no ground deployment. I will thus be holding on to most of my equity portfolios.

Nevertheless, I have sold off approximately 10% of my stakes of Keppel (SGX Stock code: BN4) when its price reached a high of S$7.30 to S$7.36 on 17 June 2025 to take some profits off the table and prepare for re-deployment to other investment assets like SREITs or HK/China stocks that are trading at huge discount off their books value. Sold off 1,800 shares of Keppel at around S$7.35 per share.

2. Best time to accumulate more equities/bonds.

Come to month end, I will also be pumping in another extra S$2K into my bond fund (Pine Bridge Asia Pacific Investment Grade Bond Fund) and equity fund  portfolio at Endowus. It maybe better to also diversify widely via unit-trusts to minimise total loss from a costly investment decision.

Parting thoughts

Personally, I think that this maybe the best opportunity to accumulate more stocks. A bigger dilemma for me is whether to keep my remaining S$20K stakes in Keppel Pacific Oak US REIT ("KORE") which appears severely undervalued but facing the propsect of a US economy entering a severe recession due to the crazy antics of Donald Trump as well the ongoing Israel-Iran war that increases the propsect of high oil prices and consequently worsening demand for US Commercial office space. We may have to accept that the slum in KORE market price may continue for the next decade. Maybe better to just bite the bullet and redeploy the funds into e-commerce and cloud giant Alibaba or other SREITs.