STI ended the month below 3000 points to close at 2921. More bad news in the market as China's shock move to devalue the yuan and worries about its slower economic growth, recent terror attack in Thailand, mass protests in Malaysia, Fed rate hike decision and also devaluation in regional currencies. The sell-down in the markets had been global, and it has been another bad month for investors. On a personal note, this month had been the most difficult market for me since I become a full-time investor 4 years ago.

For this month, I have attended the following AGMs/EGMs/briefings - Petra Food, Noble Group(Investor Day) and Del Monte.

For my top 30 holdings, almost all the stocks had lost some value and Sarine Technologies being one of the hardest hit. Having said that, most of the stocks outside the top 30 list also suffered losses and therefore there had ...