5 Warren Buffett quotes to remember

There's a huge difference between the business that grows and requires lots of capital and the business that grows and doesn't require capital.

I look for businesses in which I think I can predict what they're going to look like in ten to fifteen years time.

You pay a very high price in the stock market for a cheery consensus.

We just try to buy businesses  with good-to-superb underlying economics run by honest and able people and buy them at sensible prices.

Great investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be misappraised.

Plantation companies with exposure in Indonesia

Investment ideas

The “IKEA indicator” says buy Indonesia

 
Europe's recovery is over – so it's time to buy European shares because of more QE

Bank of Japan remains one of the central banks that is still firmly stuck in 'looser' monetary policy mode

Source:moneyweek

top cement companies in Malaysia

Lafarge
YTL
Cement industries Malaysia
Tasek
Hume
Holcim
CMS

(source : RHB)

investment tips

from moneyweek unless specified otherwise

- three specific investing styles have been shown by research to deliver market-beating returns over the long run. Buy cheap stocks. Buy small caps. And buy winners – stocks that are in a rising trend beat those on a losing trend
For quite a while, Ibbotson has been doing research into liquidity. He reckons that he’s proved that illiquid stocks beat liquid ones over the long run, and that this is another measure to add to the three existing ‘factors’

-platinum, palladium

-On a global basis, demand and inventory trends suggest a pick-up in economic activity in the second half of the year. If so, our high single digit forecast for 2014 equity market returns should be able to withstand the onset of (eventually) tighter monetary policy in the US. The ongoing M&A boom probably won’t hurt either. ::: Michael Cembalest, J.P. Morgan Asset Management

-shorting the Kiwi versus the US dollar

-Buy Japan. All else being equal, a stronger dollar and a weaker yen are good news for the Japanese market.