Current situation:Major global stock markets had already corrected, major currencies had re-aligned, commodity prices had corrected. Geo political tensions had peaked. There is uncertainty in major economies in Europe, China & Japan. USA , China, Japan had QEed but Europe had conservatively lagged behind
High impact Imminent events: FED to raise interest rate soon, Europe to QE followed by China and possibly Japan
Potential Black Swans: Too rapid fall in Yen versus major currencies sparking major currency wars(this is a risk but the risk will be managed responsibly), Sudden escalation of Geo Political tension is a risk but this risk is waning.
Future expected situation: USA economic growth will gain further traction, Geo political tension will recede, European & Chinese economies will improve. FED's official announcement of the raising of interest rate will remove a major uncertainty and this will spark a major stock market rally !!!
2014-10-06 12:00
Yes tis TTB thought he us warren buffett of malaysia...there are plenty of undervalued stocks around though the market is overheated...we are also value investor we dun need him to teach us how to invest...ask him to just keep quiet...
2014-10-06 15:10
cytew
Markets are overvalued, but you still can find undervalued counters in the market
2014-10-06 09:31