S&P500 chart as of 20 Mar 18

Markets – whipsawed by multiple events (20 Mar 18)

Our markets have been whipsawed by multiple events, such as rising inflation expectations and bond yields, protectionism (for e.g. Trade tariffs), upcoming FOMC meeting and sudden key personnel changes in the White House etc… How should we react or trade in current market conditions? Let’s take a look at the market events and the indices’ charts…   5 observations on the market Fed Chairman Jerome Powell’s first FOMC meeting tonight. A 25bps rate hike is almost certainly expected but markets will be scrutinising what the new Fed Chairman will be saying during the conference; Based on an article on Washington […]

Table 1_Top five stocks with the highest estimated total potential returns 29 Sep 17

Ernest’s compilation of stocks sorted by estimated total potential return (29 Sep 17)

Dear all S&P500 hit another record last Fri! Some private banking clients have enquired on any interesting stocks to take a closer look with a horizon of 1-3 years. Therefore, I have compiled a list of stocks based on Bloomberg’s data as of 29 Sep 2017. Table 1 shows only the top five stocks with the highest estimated total potential return. Table 1: List of top 5 stocks with the highest estimated total potential return Source: Bloomberg as of 29 Sep 2017   Noteworthy points 1. This compilation is based on Bloomberg’s data sorted with my set of criteria namely, a) […]

Top five companies sorted by total potential return 14 Jun   16

STI dives 130 pts in 1 week! Time to buy in? (16 Jun 16)

STI has tumbled 130 points, or 4.5% from an intraday high of 2,882 on 9 Jun 2016 to close 2,752 on 16 Jun 2016. The recent rapid sell off seems to reveal some interesting opportunities especially for those readers who have taken profit and moved to mostly cash (similar to me) since last week. Like most people, I am not clairvoyant and am not always able to catch the lowest level to buy into stocks.   Also, I will not know for sure whether: 1. Brexit will occur; 2. What is the exact impact (short term, medium term, long term […]