Posted by anonymousinvestor > 2015-09-10 13:25 | Report Abuse

From the tapering of QE until now, the time that everyone is expecting FED interest hike, there have been many rounds of outflow of hot money out of Msia. I came across an article saying the outflow is almost or likely done. With the "soft landing" from FED, there won't be any big happening once FED announces the interest hike.

China, Japan and Europe.. Esp China will always come out with measures to tackle issues, and they are still capable of doing it. I don't see anything big enough yet that will cause a crash in Msia stock market..

Only thing I worry is Msia politic.. But Msia always boleh, i hope? Everything will come to an end no matter what.

Agree in focusing export companies AND companies with great order book on hands which can last for few yrs ahead (esp with dividend policy). Safer.