Key Investment Themes and 2015 Outlook
FSM offer some investment ideas and our take on financial markets for the year ahead... iFAST Research Team... November 20, 2014

https://secure.fundsupermart.com/main/artic...15-Outlook-9894

Q&A: 2015 Outlook - Asia’s Turn to Shine! (Part 1)
In the first part of this Q&A, we talk about our views on equity markets going into 2015.... iFAST Research Team.... November 20, 2014

https://secure.fundsupermart.com/main/artic...Part-1-41--9895

"Investors are running for the door but they can't find bids, so there is now no exit," said one banker. -

Alarm for Singapore bonds as private bank bid falters......PUBLISHED ON NOV 21, 2014 4:04 PM

http://www.straitstimes.com/news/business/...alters-20141121

nice article just for info...

Which Stock Markets Are Furthest From Their All-Time Highs?

FSM examine equity markets under their coverage to identify those furthest from their record-highs.... Fundsupermart...November 21, 2014

https://secure.fundsupermart.com/main/artic...21-Nov-14--9897

My guess hit one of them! CHINA!

China cut rate

World markets go crazy

having read
"Which Stock Markets Are Furthest From Their All-Time Highs?"
(3 postings back)

it looks like this is somewhat relevant....

Starting point valuations matter, a lot

It stands to reason that the cheaper you buy an asset the higher its prospective return will be. However, this is
frequently forgotten with investors often tempted to project recent returns into the future regardless of valuations. And
there are always issues around the valuation measures themselves. This note looks at the main issues.

http://www.fundsupermart.com.hk/hk/main/re...?articleNo=8988

S&P 500 closed at 2063.5:

http://www.bloomberg.com/news/2014-11-21/u...eekly-gain.html

This post has been edited by David83: Nov 22 2014, 06:42 PM

Unker, no need sleep ar?

Woke up by the rain.

Use hp to reply LYN or Laptop?

Laptop after settled morning call.

OT! Later get warning by mod!

Tiong Kok !!

I think, those who did not buy in earlier, now too late already

I also hold ammo now...maintain position

yes, agree. I will reduce my exposure to GEM too.

Ooh, thanks for reminding me.

My Eastspring Investments Global Emerging Markets back to near recent high. I think I gonna sell off my profits.

why REDUCE GEM exposure?

Reduce portfolio volatility.

We're waiting for ECB!

valuations for markets like the US and Europe have risen following their strong gains which have outpaced earnings growth rates, Asian and Emerging Market equities still looking very attractive at this juncture.

placing position ahead before the $$ come

This post has been edited by yklooi: Nov 24 2014, 10:42 AM

Now u talkin' like FSM ANALysts

Asia and EM looking attractive, yes. But how long to realise their fair value?

E.g. 30% upside potential...but what if the market take 10 years to price the market to its fair value? That will make it 3% p.a. gain

Markets always like to do what u least expect them to do

I'm not selling everything, just reduce my exposure. My current exposure to Developed Markets is only 26%
Hope to increase to around 30-33%.

This post has been edited by Pink Spider: Nov 24 2014, 10:44 AM