Sunday, November 06, 2005

Beautiful Minds

Quick thought...

Cant help reflecting on my private lunch at the China Club last Friday with the great (JF) financial minds that played a part in setting Hong Kong up as the world-class financial services centre that it is today

These unpretentious gentlemen might come across as "old" compared with the savvy 30/40 year old bankers of our time, but they have excellent analytical skills (plus with the amount of experience under their belts, they put most to shame) and not to mention a great deal of humour. This lunch was truly inspirational.

Their formula to get to the top: hardwork + time management! + alil luck!

Anyways... another thought... Avian Flu worries are overblown. With 0/100 chances of it happening, the market is overreactin with the sellin. If there should be a pandemic, it would be global and not restricted just to the Asian region, so the discountin is pretty unfair (guess it is becoz the market is expectin this place to be the origin of the H-H transmission). As the markets here (apart from Japan) have corrected quite substantially esp. Hong Kong (though interest rates also played a big part), it is a good time to start lookin at bargains.


HOWEVER as outbreaks are continuously reported in the media, we should still see more weakness. BUT once the media's attention dies down and the market finds some upward momentum, I would suggest jumpin into the market.

In the case of a mutation and the markets tumble, BUY BUY and BUY more!