QUOTE(Pink Spider @ Jan 17 2015, 10:54 AM)
Wow last night US and Europe did well in the green...
Now, what (if anything) to buy today

Defensive stocks?
2014 Sector Review: Defensives Outperformed Cyclicals
In this article, we examine the various sectors to see which fared well in 2014 and which didn’t.... iFAST Research Team January 16, 2015
https://secure.fundsupermart.com/main/artic...Cyclicals-10025for those after having came back from the seminar today....and are thinking of buying JAPAN...
In this “Idea of the Week” segment, we highlight three points to investors about investing in the Japanese equity market... Fundsupermart January 16, 2015
https://secure.fundsupermart.com/main/artic...6-Jan-15--10026Hope those that are present at the seminar are convinced of how local hwang's do the hedge and control the % to allocate into Japan..will there be a conflict if the Japanese FMs are convinced of the mkt upside but the local hwang's are not.....then how?
As for the US funds....I would wait for a correction to happens...when? I "expect" it to be after the announcement of rate hike. (currently my GEYF has abt 48% in US)
EU.....maybe next year then increase allocation...
as for energy or O&G...will leave it to the FMs....they "Should" know when to move into it.....on normal days...many of my funds had holdings in O&G...I think the amount when accumulate can be a few % of the portfolio too....
if got $$ and can wait for 1~2 yrs...buy Russia?? "IF" oil go up.....

if their banks were to be hit next??
This post has been edited by yklooi: Jan 17 2015, 11:13 AM