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Hi all, hows everyone?
Sorry Ive been away for quite a while, been busy at work and theres heavy restrictions on trading accounts.
On one hand, good call on Batista and OGX in the past, wasnt hard to spot a phony. Amazing at how much it has transformed into now.
On the other, wanted to find out whos at HK now? Possible to help me check whats the progress of residential and commercial /office market like in Kowloon HK region? Theres only so much Google and Google Earth can do...
Last but not least, if you have noticed, rates (at least in SE Asia) rose ave over 100 bps over the last 2 weeks or so for the 3 year monies. So if your holding something thats financing reliant, pls be careful.
