Posted on February 7, 2010 - by Alen

My Feb view

Photo by nasrulekram

Expect the unexpected, I guess all the investor should aware of this. Just like we are roaring ahead with the new year. Obama’s proposal to regulate US banks and potential China tightening have brought the long overdue correction.

The once high flying IndoAgri food and Wilmar crash back to earth from recent high. Second and third liner are even worst. The position that I have built slowly over the past few months is like back to square, some gain, some loss. However, I remain optimistic, regardless of the fear and rumour around.

This is going to be Asia golden era, at least for the next 10 years, this is the place where the growth will be. US consumer will not recover just yet, until they build up the saving and correct the excess. Asia governments will continue to stimulate the domestic consumption to counter the decline of export sector. Read more…

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