Recently just added on to my holdings in Ascendas India Trust and OKP.
For AIT, it's still badly affected by the exchange rate movement. Current yields are around 6+%. I think it will take sometime for the exchange rate movements to reverse. Nevertheless, I will be holding on to my units in AIT as I believe long term potential for the India market is still intact.
For OKP, earnings have fallen due to lower revenue recognition. I don't see this as much of an issue as OKP still has a large backlog of projects. With the major road infrastructure projects announced for the next 8-10 years, I believe OKP should be able to leverage on their strong foothold in public infrastructure projects to grow their earnings.