We bought into MBSB, KIPREIT and Biohldg as we continue to like KLSE. New balance budget policy at this time will give RM support. As such, even a crisis has come. We believe KLCI will rebound faster due to its prudent budget policy or Malaysia now.

I have gone through several crisis in my life times. I have been travelling to Jakarta pretty frequent. Honestly, it just does not look a crisis. Beside of currencies dropping to new low. All economics activities remained vibrant. Personally it is just another round of elite capatalist playing a money game.

I do not know where the markets will head in short to mid term by now. I will only invest into dividend yield with growth stock at the moment. My objective is to have good cashflow while during this unpredictable period. Thus I can have higher end of the supply chain in stocks purchases.

If someone asked me which company you would like to invest. I think you can choose a vast options in KLSE now. Today we bought Pantech as we think its business activities and earnings deserved better fair value. We bought at RM 0.45 today. We also added KIPREIT as we still like it as long as below RM 0.90.

We bought AYS ventures, BIOHLDG and HHH Corp. We have monitored these counters sometimes. Consistent recovery and growth with dividend yield. We like the current market and start to accumulate small cap stocks but still satisfying to our selection criteria.

From financial Maybank, CIMB, RHB Bank to SME Ken and even our top periodic pick of KIPREIT. All shown solid results even a tough after GE14 correction.

Our largest holding MBSB registered reduced profit due to conversion of conventional loan to full Islamic base loan.

Even our long term growth portfolio like Apex Healthcare, OSK, YSPSAH and EIG also returned to profits.

We will continue our mid to long term investment strategy.

Until it can consistently earn the same amount. Otherwise, we still maintain a hold or slightly positive to mild buy. Its fair value based on this quarter easily fetch a price of RM 4.00.

A consistent earning will earn a fair chance to power up stock price. Just like APEX healthcare. It is gradually but with upward trend.

Turkey is a hard case if not enough on China, Russia and ASEAN. Most currencies are not as bad but speculators taken chance. Is very simple as the no 1 country owe most people money is US. However, their recent policies thought to be beneficiary to US. But they forgot many other entities are vulnerable after decades of miss management.

Eventually US market alone cannot survive itself if no export or cost of goods become expensive without the help of low cost countries.

So far so good but the risk to trigger world wide crisis is looming.

Whenever a growth is required every year. The environment will stressed further by the growth as resources are needed. However how many companies, leaders and investors can accept a story of no growth to help the climate?

This is exactly the market trend that we are expecting until year end. As for KLSE we believe is to be a bias upward. As for other markets are majority a bias downward.

Our strategy is clear. We will continue buying on dip. MBSB at 1.08 is undervalued. As for stocks, we like MBSB, CIMB and KEN are our main bet.

As for MREIT, we like AXREIT, KIP, MQREIT.