More data shown that China is slowly overcoming all issues step by step.  Increasingly we believe a good recovery year in 2017.  We will start relook into beaten down stocks and add on to our portfolio.

We continue to buy on weakness on MBSB.  Base on our view point, sellers are drying up and a challenge of RM 1.00 on its way.

Non sense. It is only creating a trading environment for traders.  If rate is going to increase. It means either something need to be fixed from monetary point of view. Beside can be strengthening Economy.  Whatever it is what is the impact of 25 basis points in 6 to 12 months. Nothing!

Many things are undervalued and bargain queuing up in all markets.  But why all markets still depressed? US interest rate about to raise? Possibly about the whole world is under weak credit ratings.  So who will be the contrarian and think Earth is cheap now?  Aliens, yes that’s right aliens if there are any of them exist.  

Another step to further recognize the importance of REIT in the existing financial market. It is going to be a tool as important to bond for balancing portfolio.

Soros cashed out his investment in Gold related. Jim is considering to reassess his short position in US stocks.  They insist the world economy is in problem.  However, never before all major central banks QEs are holding the markets or even create bigger bubble in years to come.

Personally, we feel that it is going to be low rate, low growth and mild inflation period for many years. But stocks and REITs will going up much more before a real fall. No one knows when it is going to come but I don’t think in between 1 to 3 years.

Slight improved in revenue but profit increased to EPS 10 cents.  We think is a good result and will continue be our top 3 picks of the year.

We continue to buy in weakness. Mainly focused into MBSB. If price drop below RM 0.80 again.  We will be more aggressive in accumulation.

Reduce interest, reduce tariff, increase spending, easy loan for first time house buyer, reduce car tax, increase minimum income & etc. All mentioned are not structural approaches when the basic income driven mechanism is knowledge and skills. Cost is forever trending high due to universal rule of inflation. Increase main stream income is the only solution.

When above 60% household income below RM 6,000 per month. Merely 2 millions tax payers with income more than RM 3,500 for 30 millions population. The main street low income structure is obvious.

The key is education our ministers and politicians.  Structural change of mid to long term fiscal spending on education and R&D. Excluding privates schools and colleges.  Why we need another tallest tower when we can also increase spending in education? Doesn’t spending in building quality education as compararive to infrastructure spending?  We need massive educational related fiscal spending as catch up.

We like KHIND as we have personally used it’s products. Innovative and reliable. With the consistent result for many quarters that we have monitored.  We will increase our holding slowly.