The markets are still moving but much quieter as end of year holiday season arrive.
Many things have happened. It turns out still be a good year after all. The overall return for this year is around 8% profit, which is better than I expected at mid of year where was struggling recover from loss.
I can't foresee what will happen in 2017. Thus I have reduced exposure significantly. I think some stocks should still do better, but will not be easy to pick any more. The US stocks have risen, the USD currency has also risen, is it a trend continuation or is it a trap.
I'd put 2017 as a cautious year. Among the world, tension is still clear, uncertainty is present. One good factor is inflation pick up, but that still depend on oil price recovery. If economies still lag, the markets won't reflect it well.
All in all, a good investor need to be able to maintain profitability at uncertain times. and here comes 2017.
Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.
here writes down a dream to achieve the financial freedom in a sustainable way
Tuesday, December 27, 2016
Tuesday, November 29, 2016
The market trends look out
It has been eventful for Nov and very soon closing of 2016 is here.
The markets have moved quite drastically here, and it's interesting to see how it will move on into next year.
The 'trump' card. USD has pulled back from there, and more strongly than ever is aiming for new high grounds. The US stocks surged with bank counters, on hope of new policy changes on banking industry.
A pragmatic leader and divided country. Changes will be brought in and world economy are getting more divided seemingly.
I would think markets have been at some too optimistic side. Corrections are due.
US will see challenges and that will bring back USD to reality. Besides, US stocks are no longer say cheap on valuation ground. The index may get range moving, and from there, individual counters performance will vary quite some.
The emerging markets should be able to hold their ground. The negative side have been factored in to some good degree, and value is about to come into play.
Will there be a crash? I would think chance is at lower percentage. Usually markets don't crash when there are obvious challenges around. So I would think SG markets will have some good move next year, at least some range opportunity.
Brexit is still there, and Europe still struggle with refuge issue. With this background, UK is bringing opportunity with the weaker pounds and weaker stocks. It's not easy to pick the right timing and stock choice, and hopefully some prudent trades can bring decent profit.
Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.
The markets have moved quite drastically here, and it's interesting to see how it will move on into next year.
The 'trump' card. USD has pulled back from there, and more strongly than ever is aiming for new high grounds. The US stocks surged with bank counters, on hope of new policy changes on banking industry.
A pragmatic leader and divided country. Changes will be brought in and world economy are getting more divided seemingly.
I would think markets have been at some too optimistic side. Corrections are due.
US will see challenges and that will bring back USD to reality. Besides, US stocks are no longer say cheap on valuation ground. The index may get range moving, and from there, individual counters performance will vary quite some.
The emerging markets should be able to hold their ground. The negative side have been factored in to some good degree, and value is about to come into play.
Will there be a crash? I would think chance is at lower percentage. Usually markets don't crash when there are obvious challenges around. So I would think SG markets will have some good move next year, at least some range opportunity.
Brexit is still there, and Europe still struggle with refuge issue. With this background, UK is bringing opportunity with the weaker pounds and weaker stocks. It's not easy to pick the right timing and stock choice, and hopefully some prudent trades can bring decent profit.
Disclaimer: This post is not a call to buy or sell. Plse do your own analysis and make investment decisions.
Subscribe to:
Posts (Atom)