As we have bought SUNREIT and ALSREIT aggressively in the past few weeks.  We decided to reinvest part of MREITS dividend into ARREIT and MQREIT. 

While many small investors may not intend to go ahead with the right issue during this depressed market.  However we continue to buy when price depressed.  We may further buy after right issue if price continue to be a bargain to us.  We bought today at the price of RM 1.06

Central banks are locked with their hands with low rates.  Piling up ultra high debts prevent continuous huge infrastructure spending.

Companies and retails further adopted wait and see attitude. Without spending is the key killer of any type of economy. 

We don’t like to see this happens as more people will suffer.  However, stake is higher that the chance of a severe slow down in coming years.

Funds rushing into Gold and Bitcoin as currencies devalued side effects are coming.  We are positive with the value of Gold but not Bitcoin at USD 700 over now.

Whether you like it or not. Any Disneyland opened outside US is in strong localized and travel economy.  China is here to stay as financial super power.  It is going be even bigger in years to come. I am happy to continue holding Chinese stocks in mid to long run.

Yellen should stop talking about raise rate when she missed two great opportunities to regularise rate.  If monetary is not an option I would think Yellen and Fed stop talking about rate height.  Focus into fiscal policies.

Always there are both sides of the stories with bets.  Protectionism economy is growing whether you like it or not. Isn’t EU already suppose to be a economy body by itself?  You may see some shocks but we don’t see it is a problem at all. If compare to worldwide debts.

All markets are going to have a larger volatility due to uncertainty and stronger position of speculators.  However, if you can take a slight advantage of buying during a subdued time. You got a better opportunity of achieving buy low sell high. The crucial point is whether you know the worth of the asset price.

We exited KTC and Poh Kong as profits. Sold London biscuits warrants and sizable Kawan.  We use all balance switched to MBSB. 

We continuous rationalize our portfolio to focus into MBSB.