Abenomics, a new term for Japanese PM to decide to print money, a gamble to improve economy.
The trend will continue, too many hot money, interest rate is close to zero.
REIT will still be a favorite.
Btw, global economy still in uptrend, but cyclical industry still in downturn, eg. Ship building, due to over supply in 2005~2008. Commodity?
Labels
value investing
(21)
Keppel
(12)
Yangzijiang
(11)
property
(9)
HPH
(6)
REIT
(6)
Macro economy
(4)
ST Engineering
(4)
Starhub
(4)
Apple
(3)
OSIM
(3)
RafflesMG
(3)
SPH
(3)
Banking
(2)
Insurance
(2)
NamCheong
(2)
Noble
(2)
OCBC
(2)
Oil
(2)
SMRT
(2)
SingPost
(2)
Soup Restaurant
(2)
VICOM
(2)
AIMSAMPReit
(1)
Alibaba
(1)
BYD
(1)
CMT
(1)
CambridgeReit
(1)
China Life
(1)
Citibank
(1)
ComfortDelgro
(1)
Commodity
(1)
Conglomerate
(1)
DBS
(1)
Dairy Farm
(1)
Electric Car
(1)
First REIT
(1)
GE
(1)
Gambling
(1)
Genting
(1)
Golden Agri
(1)
HockLianSeng
(1)
Huabao
(1)
ICBC
(1)
Internet
(1)
Jardine C&C
(1)
JardineCC
(1)
KingWan
(1)
KingsmanC
(1)
Lenovo
(1)
Loan
(1)
M1
(1)
Marco Polo
(1)
Market
(1)
New Energy
(1)
OverseasEducation
(1)
Pharmacy
(1)
QAF
(1)
Retirement
(1)
SP AusNet
(1)
Sabana
(1)
SembMar
(1)
SerialSystem
(1)
Sound Global
(1)
Straco
(1)
Suntec
(1)
Telecom
(1)
Utility
(1)
Wilmar
(1)
Yongnam
(1)
sats
(1)
Search my blog ...
Loading
Friday, February 8, 2013
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment