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morning-run · the-breakfast-grille · 27 Jul 2010 · 51 mins listen
Tan Teng Boo, Managing Director of Capital Dynamics, tells whether he believes there will be a double dip and his outlook for China in 2H 2010, as well as for Malaysia. He also tells how he picks stocks for his iCapital Global Fund (Singapore) and iCapital International Fund (Australia). On the closed-end fund, iCapital.biz (Malaysia), he explains why the fund is trading below its net asset value (NAV). Capital Dynamics will be organising an Investor Day ala Berkshire Hathaway style on the AGM of iCapital.biz.
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