Friday, February 2, 2007

UT Portfolio as at 02 Feb 07

Recent issues in Thailand have created quite a stir in the market. The best time to invest in Thailand is coming, so wait for it. :)

China is going thru minor correction at the moment, this is due to concern over reports on over-speculative Chinese stocks. The other possible reason for this would be that investors are taking profit for Chinese New Year as market are expected a slowdown during the festive holidays. I suspect such turbulence to be around for the short period of up to two weeks before bouncing back for another good closing in Feb 2007.

Here's my portfolio as of 02 Feb 07:

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