Ann: Net Tangible Asset Backing - February 2017, page-2

decided to top up my pai holdings with another $7500 given that 2017 should be a good year for the fund and global investment banks are starting to turn positive and go overweight themselves.
the china debt worries are being managed and fear is dropping plus china govt should have some positive moves to deregulate soe's and markets curther this year. india is past the demonetisation shock.
the markets in asia are 40% cheaper than global markets based on price/ book and pe's.
im having trouble finding good value in aus so asia it is.
giddy up.
ps does anyone have an opinion on the etf auf (asian masters fund)? i think a long term position in it could complement pai nicely.