Saturday, May 5, 2007

UT Portfolio as at 05 May 07

While my wife is busy battling her Mahjong kakis, i am back home posting this blog. With a great week behind us, the market in the coming week might present some volatility, likely from Asian markets.



I expect Thai equity to pick up speed this week, following a good momentum from the last speculative "coup". I like Thai equity not only because i am 1/4 Thai myself, but the fact that valuations are cheap and market confidence is picking up. As seen from my last post, my virtual portfolio's growth is mainly contributed by Thai equity. :)

Anyway, here's my updated portfolio:




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