TOL as of November 1, 2009:-
1) Commodities – What will cause a sharp correction on Commodities ?
2) Shanghai – What will cause a sharp correction on Shanghai ?
3) HK Equities – Positions in Zhongwang, AMVIG, BBMG, China Mobile & Rexlot.
4) HK IPO – Breakeven on Comtec Solar. Yu Zhou to be listed tomorrow. Applied for Excellence, Trinity, Evergrande and Greens. Did not apply for Ming Fa.
5) Spore Equities – Researched Hsu Fu Chi after Barings bought a stake in them.
6) US Equities – Expecting it to be range-bound between 8000 to 10,000. Not expecting a crash. Strong catalyst for a steep drop is still not present.
7) Properties – HK, China and Singapore: Are we close to the peak ?
Swine Flu – Winter is on it’s way in the Northern Hemisphere
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