STI ended the month with 4.7% loss to close at 2790 points. The usual concerns had been there in the market, plus China showing signs of sharper slowdown. The S'pore election results had not improved market confidence and the uncertain Fed decision on when to hike interest rate doesn't help matters.

For this month, I have attended the following AGMs/EGMs/briefings - CapitaMall Trust, CM Pacific, SGX and Lian Beng.

For my top 30 holdings, Sarine Technologies had recovered well after big losses in previous months. Another key performer had been Koyo International. Some of the value stocks in the list like Bonvests, Hotel Royal, Hiap Hoe etc had held up pretty well during the month despite market selldown.

I have bought the following companies from the market this month - City Developments, Fischer Tech, GLP, Haw Par, Hong Kong Land, Jardine C&C, Jardine Strategic, Sing Investment & Finance, ST ...