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Monthly Presentation Oct 2018

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While Valuations Not Cheap, Patience To Be Key As<br />

We Await For Earnings To Pick Up Further<br />

While equities may still be<br />

out-performing other<br />

alternate asset classes,<br />

moderate return<br />

expectations<br />

Corporate earnings,<br />

especially of domestic<br />

oriented companies<br />

showing improving trend<br />

Use intermittent<br />

volatility to increase<br />

equity exposure<br />

45

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