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By TaiTran, October 9, 2010 6:56 pm

Exchange rates

• Currency war escalates
• USD under pressure

Gold

• JP Morgan reopens gold vault
• Central banks boost gold and commodity
• Vietnam gold market expected to stabilize after gold import quota grant
• Global gold spot sets new high as dollar sinks
• View: USD depreciation and fear of inflation make pressure from Vietnam gold import quota at most a secondary force

Interest rates

• RBA keeps interest rate unchanged

Equity

• I continue being bearish on VN Index

Business models

• Twitter climbed to the second position in social media world. Where is the money?

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By TaiTran, October 6, 2010 6:57 pm

Funds managers aggressively re-balance their portfolio at end of month and enter new position when new month begins.