Unexciting events locally and also worldwide. KLCI will struggle to look for direction. We expect not too much changes in the market and will trail other markets.
Dow Jones created another record in the week after weeks of correction. We expect China and Hong Kong market will also stabilize with Gold and AUD remained as a good bargain.
We continue to favour agriculture and weather change impact related stocks. Sub sectors like food, energy, water, recycles & etc. We will start forming our 2014 focus portfolio related mainly into these segments.
E.g. Cypark, Analabs, Plabs, BSDREIT, Kawan Food, HHH, Argricultural Bank of China, China Water, Hanegy Solar
New monitor – Ecowise.SP; Union Steel.SP; 英達公路再生科技.HK and 中國金屬再生資源.HK
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