My current portfolio

After reviewing my portfolio, I did a major reorganization to it. These are what remains in the portfolio.

Equities
RMG

Foreign Currency FD
CNY

Unit Trust
Indonesia - Fidelity
USA - Fidelity
Japan - Fidelity



Equities
RMG - Raffles Medical Group has always been a stellar performer in the STI. The efficient operations management in Raffles Hospital and expanding RM clinics generate solid FCF for the group. With Singapore's population expanding and increase demand for private healthcare services, this counter will likely deliver exceptional performance in the future.

FCFD
CNY - China had been keeping its exchange rate undervalued in the past years in line with an export led growth strategy. A revaluation of the CNY with the major exporter countries will lead to an adjustment in the nominal exchange rate of the currency. It is only a matter of time before China revalues its currency against its major trading partners.

Unit Trust
USA - A USA recover is likely, given that confidence is returning to USA's consumers. An improved unemployment rate is likely to improve consumer sentiments.

Japan - Japan's large monetary expansion had led to a large run in up in equities prices since the past year. Structural reforms are still necessary for a permanent transform of Japanese economy. Keeping exposure to Japan

Indonesia - The widening deficit and high inflation in Indonesia still remains difficult issues to be resolved by the government. The recent devaluation of the rupiah vs major currency had put a strain on exporters but is necessary to maintain the level of foreign exchange reserve in Bank Indonesia.