Feb of 2017 Review

This has been another good month for stocks. Currency wise USD went weak as more of a correction, and overall still doing fine as the fx operations has countered its effect.

For local markets, I'd kind of think caution is needed. The recent recovery of export and economy data may be due to a weaker Sgd and seasonal effect. Now Sgd has recovered stronger and fundamentally speaking, challenges are still there. As for now I'm vested with Reits & Trust with overseas exposure and no retail business dependency.

I'd look forward to the developments coming in Mar. I kind of think Fed would increase rate this time.



Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.

The first month of 2017

I have not been blogging much since last post. Work is getting more disruptive which is something I don't like. The first month has been good, local stocks have risen, and continuing its momentum.

Right on CNY day, the new president of US has started his show. The new policies that had been demanded can really be classified as stunning to the world, and not just 1, more have come and it's getting intense and lot of protests going on.

It kind of benefited local stocks market as money start to take interest here. Of course it's not sure how it will develop and the outcome. After all, the US economy still is the driver for whole world.

So I'd think a good start may need to turn to more cautious positions. Things could turn south, just as always.


Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.