As we have a neutral stand on budget 2015. The weakness of Dow Jones and potential clearance of protest students in Hong Kong will pressure the global markets. Ebola outbreak is becoming a crucial factor in the coming week. If the spreading is extensive, we can see a further downward trend for world markets.
We will continue nibbling our top picks while market is at the correction phase. We still maintain our position with good stock selection with asset oriented companies will be our choice.