The first 3 months of 2014 have already passed. We have a good run on our portfolio but we also have non performers. But in overall we strike a good return due to our focus invested counters.
We continue to accumulate our top picks: MNRB and Success, but adding Paramount will be our next quarter focus. Paramount’s recent activities in building new University township and previous property projects will contribute significantly to its earning. We will extend our holding on Paramount furthermore.
As per industries focus, we like Climate change related, agriculture and health care. As the world’s climate changes, the problem for global warming gets even worse. Green business related companies will have a better position to capture bigger market shares in the coming years.
Agriculture is already in a stressed status for food supply. The increase in population will gradually worsen together with our climate change problem which will also stress the supply chain even further.
Lastly, healthcare will continue to be a strong prospective segment as aging and climate change also contribute to a better prospective.