Brexit. The only word to describe market activities for this month. The volatile day to day movements presented opportunities for traders and investors alike. Whether its Brexit correction, post-Brexit rally etc, markets had been irrational at times. As long term investors, we should instead focus on the fundamentals of the companies that we are investing in, rather than being affected by short term market noises. Surprisingly, despite a volatile month, STI ended higher than last month at 2840 points. 

For this month, I have attended the following AGMs/EGMs/briefings - Natural Cool, General Magnetics, Cheung Woh, Transit-Mixed Concrete, Noble Group, Ascendas India Trust and Imperium Crown.

For my top 30 holdings, Best World continues its good run on news that its direct selling license in China had been secured. Isetan returned to the list after announcing that it will be selling its property at 112 Killiney Road. CapitaLand is also ...