All abord the London-Asia express

As far as shares go then often the majority of a rise at any given time is due to sector sentiment. There is no doubt that geographical sentiment is strongly in favour of China / HK / Vietnam presently. Therefore MM's will mark up price on nil or very little volme of some stocks providing the positive sentiment is there. Just my 2p's worth after buying in to and out of LDC over the last three years. If I'd just have bought and held three years ago then I wouldn't be in profit !! (As it was then bought in when sentiment towards LDC was improving - sold out at times sentiment towards LDC started declining). For me personally then fundamentals do play a foundation to stock selection- but market psychology is very important for timing. Bloomberg predictions for China / HK were very positive this morning.