SINGAPORE (Feb 14): At the start of this month, as we were preparing to continue our tradition of putting out an annual portfolio of 10 stocks for the Lunar New Year, global equity markets went into a sudden tailspin.

It was a relief of sorts.

After strong gains over the past two years, valuations of companies best positioned to ride the strengthening global economy were looking stretched. So, the pullback seemed a nice buying opportunity.

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