It's time to publish my portflio again; after a strong performance last week, emotions are again flying on whether a correction is round the corner. This resulted in volatility swings in the market this week. With Dow closing weaker yesterday (-149pts) after hiting a new record at 14,000pts mid-week, next week will be a healthy week with new records to be set. However, this is provided that positive/negative news on mid-yr earnings reports of companies do not cause too much excitement which would result in profit-taking by short term investors.
Personal Favourite for the 2nd half of 07:
1. DWS AgriBusiness
2. Aberdeen Thailand
3. Schroder ISF Emerging Market Opp
4. Fidelity SEA
5. DWS Climate Change
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