MBSB, EIG and CIMB remained our  top picks.  We still holding a number of grow stocks and bluechip stocks. You will aware our holdings if you follow our blogs across years.   However, these three are our top picks that we will continue to buy on weakness. But that does not mean we do not invest into other stocks.  Our focus means we will have our 80% investable fund into our focus top 3 picks during the period.

Fund of any size of any place in this world will like to grow big for sure.  To ahcieve this growth. A leap frog is always required at different milestone.  You need to look at mid to long term grow that can give you multiple folds of return.  You need to know it is a bet with calculated risk. You can loose one or two times.  But when you win, you need to win many times more.

Slow grow demand dampened commodities prices.  Super low rates across the globe making bond and FD not even able to cover mild inflation between 1 to 2%.  Property yields are dropping and struggle to support price growth.  Stocks will be the focus and continue create new high in years to come.

As expected that world central banks from smaller economy is catching up in reducing rates.

I believe a new phenomenon that is super low rate, mild GDP grow and mild inflation for a very long time to go. Possibly 5 to 10 Years cycle but escaping a crash.

We added Gold as we think the risk of a crisis increased.  Our purpose of Gold is not for investment but as fund to leap frog crisis.

We believe the best thing to hedge in the coming months will be shorting Pound and Euro.  The problem will be prolonged. Even if there is a crisis emerged. People will run to dollar and Gold.

If US economy can’t justify rate hike.  If even US economy is weak people will jump to USD again.  Even though we do not believe in USD strength but we believe in pounds and Euro weakness. 

We added EIG as we believe the recent signing of exclusive distribution for Kate Somerville products exclusively for Hong Kong and Macau is good effort in enhancing earnings.  We always reward our support for these initiatives for our holding by adding possession of shares.

Base on the current EPS and announced activities.  We will continue to buy below RM 0.90. However that does not means if new development ahead changing the prospect of the stock we will even buy higher or sell.  This week strong buying activities is a positive note to this holding.

Though largely due to BREXIT but one step further to flat rates among those still able to cut.  Odds at all central banks hand. If fail to revise economy whole world economy will crash.  We are at a obvious cross road.

We bought MBSB at RM 0.755 and MQREIT at RM 1.210. We continue to support MREITS on the back of KL-SG high speed rail link and our advocate cashflow generator.