Hey Folk
Rate raise is back.
Rate raise again. A lot of companies have a better cash flow and balance
sheet than before. So right now I have a 0.5% rise in rate, do you really think
it will affect all these companies tremendously?
I do not think that these will drastically affect any companies as they
have enough to spare and are prepared for that.
With the rate raise, I think investors will take advantage of taking
profit on USD and later load back in.
For Najib country goers, I had some discussion and research suggesting
SGD/MYR may go to 3.4.
One belt One Road
Let take a look at the world map and see the one belt one road ambitions
of the Republic of China.
You can clearly see that there will be roads or railway connecting China
to every parts of the world. These will shorten time of transport. Also in my
opinion by pass the strategic port of Singapore as we become not that relevant
in term of a port. So invest in China. CSI 300 or China A50. These will sure
bring cai yuan gun gun (hanyu pingying)
There is a 10 years cycle of stock market downturn and it should happen
on the next year. Cycles are a guide and not a formula. As of now I believe in
the cycle and also believe that market still have rooms to rise further.
I maybe wrong. Time will tell.
Cheer
