We think the market will slowly recover due to oversold in August

if there is no extra sudden event.  Expected budget announcement in October to revise our reliance on high oil price and FED interest rate increase already losing its negative impact.  Oversold stock will slowly recover by bargain hunters.  

We bought some FBMKLCI-C4

We like to leverage a potential short term bottom of KLCI.  We bought some FBMKLCI-C4 at RM 0.100.

Our portfolio fundamentally performed well

We do not have any changes in our fundamental view.  All our top picks in our portfolio performed well in the last quarter.  We continue to buy mildly of there is a bargain for the day.  Today we bought KSL at RM 1.38.

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