STI regained some of its lost ground and closed November 2018 at around 3117 points, slightly up from last month. Investors still wary over trade tensions between US and China while volatile oil price movements also contributed to the market’s cautious mood. However, markets had been more stable this month as compared to October as Dovish US Fed comments seem to suggest that interest rate tightening cycle is coming to an end.

For this month, I have attended the following AGMs/EGMs/briefing – Delfi, LTC Corp and Khong Guan.

For my top 30 holdings, Best World was my top holding for the first time as the stock continued to do well this month after releasing its 3Q18 results. Venture dropped out of the list after tech stocks underperformed this month. Amara and Yeo Hiap Seng were new entries to the list after I continued to add onto my holdings in these …