Dear Investors,

Our equities have been well supported this week- Aberdeen Asset Mgt. continues to buy quality companies in the SGX and KLSE. They purchased by an off market transaction a huge stake in Aeon last week as reported in the Edge.
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Dear Investors,

The KLSE has lagged world markets this week waiting for the Malaysian election date. There have been substantial foreign funds entering the KLSE in the last 2 months while retailers are exiting. Foreign funds are the smart money and know a lot more than the average retailer. I would bet on the smart money.

Perhaps the foreign funds anticipate a victory for the status quo or the BN which would remove the uncertainty and allow the KLSE to join the world bull . (more…)

Dear Investors.

According to Interpacific Securities foreign funds continue to pour into the KLSE while scared retailers exit. Local Institutions are also selling but much of that is redemption selling by unit trusts. Holders of unit trusts are mostly retailers and the uninformed sheep.
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Dear Investors,

Who will win the on going currency war ? The biggest winners will be Asian nations – Singapore, Thailand, China, Hong Kong and Malaysia. Supposed safe havens as Australia, Canada, USA, Europe and Switzerland will not fare as well.

The reason is debt and the developed world has too much debt and they want to create inflation and depreciate the value of their currencies to reduce the value of their debts.
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Dear Investor,

We wish all of you a happy and rewarding Snake New Year. It should be rewarding if you follow the money and profit from the on going global currency war. Liquidity trumps everything as Japan, Australia, EU, UK, US flood their economies with credit and cash.
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Dear Investors,

In the last week according to Interpac Securities research there have been large inflows of foreign funds into the KLSE. Sellers have been retailers and local institutions. Foreign funds are strong hands and have access to information not generally known by the public. What do they know that the public does not know ?
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[Editor Remark: A Gold emphasis report]

Dear Investors,

Prof Chan Yan Chiong, a prominent Singapore investor, wrote recently his 2013 outlook in Singapore Share Investment Guide. It applies to the KLSE, SGX and Asian markets.

Markets he said are likely to continue their upward trajectory in anticipation of China’s new stimulus policies to boost their economy.
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Dear Investors,

In 2012 Martin and I slightly exceeded our benchmark, the Bursa Malaysia KLCI 30 share index by 1 %. The CI was up about 10% while our managed accounts were up an average of 11 % net of all fees.

The 30 share index comprises companies with the largest capitalization, free float of at least 15 %, and reasonable liquidity.

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