Investment Feeling on 25-Mar-11

After a series of day of rally for STI to stabilize above 3000 points, with thanks to Dow Jones & emerging markets strong rally as well as the situation at Japan (Quake & Nuclear crisis) & Libya (war ongoing) been factored into the consideration, the formation of double bottom has indicated that STI will likely to rebound from that, but it might be happened to be multiple bottom (in short term) due to other concerns, which has been arise in the past of week, e.g. Euro zone credit crisis (Portugal & Spain), the impact of US Treasuries fund (Japan may sell of US bond in order to raise money for rebuilding their country). In the view of long term, the deadline for US Federal of buying the US Treasuries bond on 30-June-11 will be testing the confidence level of investors in the US economy growth & unemployment rate in US, which might trigger the next Global Financial Crisis again. In the view of Mid-term, Emerging markets (including STI) might be continued to rally to test a new high in 2007 provided that the "hot" money will be diverted from US market into the laggard markets here.

To review my current portfolio concurrently with the recent hovering situation, I have only offloaded Yangzhijiang at $1.71, which only 4.5% slim profit for me after holding for 6 months, reasons behind was over-panic for recent market movement, limited upside growth for YZJ and raise the cash level after sold it. But today, it has been rebounded to price of $1.82. So what i have learned is on how to control your emotional during the market correction if you believe the overall market trend is still on uptrend in a bigger picture. As long as the fundamental of a particular stock has never been changed or the overall market cycle is intact, just hold on it until it is reversing. It is really a good opportunity & lesson learned in the past few weeks. As now, my stock portfolio has regained some porfit and will definitely to hold till the last bull run begin before the next Global Financial crisis has begun. It's possible to add-on some position of bargain buy concurrently with the market rally. Let's look forward for the fruitful gain throughout the cycle....