US debt – Best time to most KLCI back to reasonable values

At 1545, we believe it is close to a reasonable level but still not bargain. Indeed some stocks are emerged as value. We like AEON CR, Paramount and the recent pull back give us a great chance to buy in further. Again, we always stay away anything PE above 20 times. Simply we just do not believe in risk that a business is justified to pay a value with 20 years ahead especially in this much turbulence era.

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