Despite the recent temporary US Government shutdown affecting the US stock market, the expected spillover effect on our local Bursa did not materialize entirely. The second factor which is the impending announcement of Budget 2014 looked set to take center stage instead. Majority consensus are expecting that the budget, once announced would have an adverse impact towards the stock market.
With the majority of my investment portfolio allocated to equity based unit trust, I thought it might be a good idea to find out how fund managers are preparing their strategy to maximize the opportunities created from this scenario.
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