from MoneyWeek
- China cheap, US expensive
- Japan
- big data
- subsaharan Africa
-fundamentals are against higher oil prices
-Eurozone shares, ECB money printing
December 01, 2013
October 27, 2013
ICAP 2013 AGM & Investor Day
Tan Teng Boo seems to think that QE tapering and rising interest rates is inevitable, and this will have consequences to the emerging markets.
With the re-emergence of China and decline of US, it is a dangerous situation where some sort of conflict can easily be triggered (drawing parallel from WW1)
Chinese people need to raise their self esteem. Start from using your own name instead of ang moh name. Especially obvious with overseas Chinese like HK and Malaysia (well, they were under the British. I also think many people do this to reduce transparency. How many salespeople and businessman have you met who doesn't use their full name in public? Bloggers too, haha...)
Western people are paranoid about the rise of China.... observations drawn from various sources.
With the re-emergence of China and decline of US, it is a dangerous situation where some sort of conflict can easily be triggered (drawing parallel from WW1)
Chinese people need to raise their self esteem. Start from using your own name instead of ang moh name. Especially obvious with overseas Chinese like HK and Malaysia (well, they were under the British. I also think many people do this to reduce transparency. How many salespeople and businessman have you met who doesn't use their full name in public? Bloggers too, haha...)
Western people are paranoid about the rise of China.... observations drawn from various sources.
October 15, 2013
investment ideas
low PBV and PE China banks - Global X China Financials Fund (CHIX) - Steve Sjuggerud
Russia (RSX)- David Fessler
KO,CVS,MIDD,GILD - Money Morning
Ireland- Money Morning
September 28, 2013
investment ideas
Martin Hutchinson, Money Morning:
- Singapore
- Chile (best-run country in LatAm, strong mineral sector)
- Phillipines
The world needs ever more food – and Latin America is the place to invest- James McKeigue
Crowdfunding: Seedrs, Crowdcube
- Singapore
- Chile (best-run country in LatAm, strong mineral sector)
- Phillipines
The world needs ever more food – and Latin America is the place to invest- James McKeigue
Crowdfunding: Seedrs, Crowdcube
September 03, 2013
investment ideas
Marc Lichtenfeld : effect of rising interest rates in US
- bond funds lose money, short term bonds are less damaged
- individual bonds won't lose money if held until maturity (unless default)
- Dividend stocks could fall temporarily; opportunity for long term investors to buy
- short term selloffs in stocks should not worry long term investors
- stock market doesn’t have to fall after rates rise
Lars Henriksson: Asian markets current sell-off will ease off over the next two months, coinciding with the seasonally strong November to February period
- bond funds lose money, short term bonds are less damaged
- individual bonds won't lose money if held until maturity (unless default)
- Dividend stocks could fall temporarily; opportunity for long term investors to buy
- short term selloffs in stocks should not worry long term investors
- stock market doesn’t have to fall after rates rise
Lars Henriksson: Asian markets current sell-off will ease off over the next two months, coinciding with the seasonally strong November to February period
August 25, 2013
investment ideas
-iShares 20-year Bond etf, symbol TLT
Bonds are significantly more oversold beneath their long-term 200-day moving average than at any time in at least the last 15 years (after warning of QE tapering)
-Bonds typically rally when the economy is weak
-S&P 500 extremely overbought above its long-term 200-day moving average, while sentiment for bonds is at high levels of pessimism, and are extremely oversold beneath their 200-day m.a.
Sy Harding
-Australia stocks (ETF: EWA)
-economy is built on resource demand, from both developed and emerging markets around the globe.
Martin Hutchinson (Money Morning)
-Brazil, emerging Asia
- emerging market stocks “have been hit hardest by the fear of the taper”. This suggests “that’s the place to go looking for bargains right now.
John Stepek (Money Morning)
Bonds are significantly more oversold beneath their long-term 200-day moving average than at any time in at least the last 15 years (after warning of QE tapering)
-Bonds typically rally when the economy is weak
-S&P 500 extremely overbought above its long-term 200-day moving average, while sentiment for bonds is at high levels of pessimism, and are extremely oversold beneath their 200-day m.a.
Sy Harding
-Australia stocks (ETF: EWA)
-economy is built on resource demand, from both developed and emerging markets around the globe.
Martin Hutchinson (Money Morning)
-Brazil, emerging Asia
- emerging market stocks “have been hit hardest by the fear of the taper”. This suggests “that’s the place to go looking for bargains right now.
John Stepek (Money Morning)
August 18, 2013
impact of stronger USD-MYR
positive for: gloves, plantations, timber
negative for : auto, media, power, borrowings in usd
negative for : auto, media, power, borrowings in usd
August 08, 2013
investment ideas
from Money Morning:
- Japanese propoerty
- lower potash price good for farmers, India
- lead, zinc
- green ships (Rolls royce)
- Argentinian farm
- mining sector on China turnaround
- Brazil IBZL
- South Korea
- Japan
- Russia
March 24, 2013
Peter Lynch's strategy for buying mutual funds
1. invest 100% in stocks
2. diversify among capital appreciation, value, quaity growth, emerging growth/small cap, special situation funds
3. put new money into sectors that have lagged the market
4. stik with consistent performance
5. buy closed end funds at price less than NAV
6. country funds - buy when unpopular
2. diversify among capital appreciation, value, quaity growth, emerging growth/small cap, special situation funds
3. put new money into sectors that have lagged the market
4. stik with consistent performance
5. buy closed end funds at price less than NAV
6. country funds - buy when unpopular
March 17, 2013
Momentum Investing
Buy stocks which fulfill these criteria:
1. Stock is from sector/industry in rotation
2. Strong earnings growth and analyst rating
- earnings growth > 15% over the last 3-5 years
- earnings growth forecast > SP500 & industry growth over the next 3-5 years
-history of earnings surprise
3. positive insider and institutional ownership
4. strong sales growth and high ROE
5. bullish market sentiment
6. stock is near or at buy point (breakout)
7. positive technical indicators
(from Adam Khoo's book)
1. Stock is from sector/industry in rotation
2. Strong earnings growth and analyst rating
- earnings growth > 15% over the last 3-5 years
- earnings growth forecast > SP500 & industry growth over the next 3-5 years
-history of earnings surprise
3. positive insider and institutional ownership
4. strong sales growth and high ROE
5. bullish market sentiment
6. stock is near or at buy point (breakout)
7. positive technical indicators
(from Adam Khoo's book)
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