Tuesday, November 29, 2011

Cosco Pacific purchased

Ok, my self control didn't last long. This morning I added a few more Cosco Pacific (HK:1199) to the portfolio paying an HK$8.65 for the additional shares.

I have become very marginally more optimistic about the US economy (primarily on the back of strong corporate balance sheets, slowly growing employment numbers and improved retail sales) and China (some monetary and fiscal easing, moderating inflation and clearance of developers' housing stocks (although at low levels)) but remain concerned about Europe's dysfunctional leadership.

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