Still in the atmosphere of Brexit, market is roaring back. So much on the fallout !At the same time Telco has a good run with talks on the 4th Telco viability. Seems like everyone has forgotten about the slow growth of major economies. True to my prediction, it is exciting time !
(updated for privacy)
Year to date (Q2 '16) (updated for privacy) . There will be challenge beating (updated for privacy) in 2015 due to I have taken profits on a number of counters and with more to come if the market continues to pick up.
I have done some mitigation by re-balancing some of the returns to fixed instruments. And am now exploring for other opportunities on the remaining cash. New risk will be Indonesia and deeper risk will be China.