The Real Correction........

The real deal is here...... :) Time to shop again......

Calmness Before A Storm

While Dow ended the last positive and Asian markets opened positive this week, many would think that weather had turned bright again. I would love to be very sure, but my guts feel is telling me to be careful; there will always be a period of calmness before a storm. So punters out there, pls stay vigilant. :)

God Bless.....

Is this Market Noise or Bubble formation?

I happen to speak to a fund manager (who specialises in Asian Markets) today, asking her on her thoughts of the various negative comments in the market - formation of the equity bubble (in China).

She mentioned that she have been through a few corrections through her many years investing in Asian equity. She concurred that "the Bubble" is indeed growing larger by the day, but she do not foresee the bubble bursting anytime soon. We also discuss about China 2008 and possible fiscal policies the authorities would take to prevent the bubble from burst too early.

However, she warned me about the "Silent Killer" - when everyone is talking about the bubble, most would have taken necessary precaution which results in dying-off effects of negative noise. And when that happens, the real danger lurks............

Profit Taking AGAIN!

With a sea of red in Asian & European market yesterday, hence today's market will likely be volatile. This is mostly due to profit taking prior to FED's announcement. With the FED likely to maintain their rates, Dow came back from a double digit deficit to close single digit lost this morning. Overall growth trend in the markets have not been broken.

My Views:

Mid to long term - Europe
Short to mid term - Asia / Emerging Markets
Tactical Investments - Energy, Property, Agribiz

Bomb Blast in Thailand on late Saturday

Sigh.... just got emotionally wounded by my wife on my previous posting of Thai equity picking up speed after she became aware of the recent bomb blast.... so coincedentally that it happened after my posting. For the past few hours, she has been nagging on "not to count the eggs before they hatch". :(