US-China trade war can be a trigger point for a disaster

Personally i always think a trade deal is possible unless it is too demanding between the two.  There is still a high chance of 80% the deal i feel that will go through during the G20 summit in Japan.  However, a slight chance of 20% will trigger a long waited worldwide recession.  I am not in favor to bet any of the direction as the risk to trigger a super boom is there.  Thus, we will switched to highly defensive from now.  Reducing borrowings and debts will be priority and bring down ratio of debt below 0.5 times.

In summary we will not do anything except reducing debt ratio from now possibly until a better picture emerge.

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MBSB to hold from buy as reduced profits and slow to increase revenue

We are a little disappointed to its cause of reduce profit due to again some loan credit losses. They should have improved their risk assessment before issuing loan.

Plan to increase revenue also slower than expected though we do see their progress by technology centric lately.

We will not increase our investment as of now until constructive improvement seen. But we do still have confidence in its strategy and plan for mid to long term. We like the 5 cents yield as it is fair to investor and it is still better than FD and some REITS in the market.

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