| Latest Forum Topics / Straits Times Index |
 Post Reply
|
|
STI to cross 3000 boosted by long-term investors
|
||||||
|
Sgshares
Elite |
21-Nov-2011 08:54
|
|||||
|
x 0
x 0 Alert Admin |
welcome back!
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
iPunter
Supreme |
21-Nov-2011 08:35
|
|||||
|
x 0
x 0 Alert Admin |
I agree with sifu... Today's markets are a different animal from the past... Whereas in the past there were somewhat predictable economic cycles, which were largely tuned by means of interest rates, today's 'freakonomics' is something never seen before, or indeed in a long time. Old-school fund managers who use old-style methods and habits may be in for a surprise (ie. smacking their foreheads with the palm)... lol... 
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
|
||||||
|
Laulan
Master |
21-Nov-2011 07:51
|
|||||
|
x 0
x 0 Alert Admin |
Actually it is a good sign that many brokerage houses, players, remisiers, traders/ representatives and forumers are spending alot of efforts to remind the public that the gloom is here to stay. Not the bright gloom (pun bride groom) but the really dark clouds that is hanging out there, probably have started raining in many areas. Many of political leaders in govt are also always on the look out to warn us of bad things (rather than good ones), so all of us in the market should really be extra, extra careful and not to think always that if there is fear there is opportunity. Everyone is fearful, and therefore no real opportunity will be there. Everyone could be wrong, though. Decide for your selves if you are daring and don't regret. Hahaha.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
tanglinboy
Elite |
21-Nov-2011 07:25
Yells: "hello!" |
|||||
|
x 0
x 0 Alert Admin |
Agree with Isolator. Don't fight the current. Things are going downhill. | |||||
| Useful To Me Not Useful To Me | ||||||
|
Isolator
Supreme |
21-Nov-2011 00:00
Yells: "STI is hard landing to below 2000..." |
|||||
|
x 0
x 0 Alert Admin |
Also try not invest in funds as many traditional investment method will not survive in this markets... many FM will lose money.... Maybe after the world has deflated (reset) , then the traditional long term investment may work again.... Bye.. |
|||||
| Useful To Me Not Useful To Me | ||||||
|
|
||||||
|
Isolator
Supreme |
20-Nov-2011 23:47
Yells: "STI is hard landing to below 2000..." |
|||||
|
x 0
x 0 Alert Admin |
Tips..... To survive in this markets, never listen to news as it come late and some already knew the news before it is release..... Use only your TA to spot the insider trading... And Never be TOO greedy.... Follow the major trend to trade.... | |||||
| Useful To Me Not Useful To Me | ||||||
|
gavinl
Elite |
20-Nov-2011 23:39
|
|||||
|
x 0
x 0 Alert Admin |
Welcome back Supreme.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
iPunter
Supreme |
20-Nov-2011 23:32
|
|||||
|
x 0
x 0 Alert Admin |
Even Tharman and others are anticipating gloom...
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
|
||||||
|
Isolator
Supreme |
20-Nov-2011 23:20
Yells: "STI is hard landing to below 2000..." |
|||||
|
x 0
x 0 Alert Admin |
hmmm.... STI will be 2400..... nothing change.... Next year it will be even lower..... " Paper can't wrap fire" ... Be prepare that the Government will be touching the golden goose again.... | |||||
| Useful To Me Not Useful To Me | ||||||
|
iPunter
Supreme |
20-Nov-2011 13:41
|
|||||
|
x 0
x 0 Alert Admin |
Investors who are holding are also betting, whether they admit it or not... ie. they are also betting that their stocks don't go down any more. If it drops more and more, they may really have to wait a long time for the rise... If it is a prolonged downtrend, it would be far better to invest in a short position, since investing is about making money, and losing money is not investing...
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
New123
Elite |
20-Nov-2011 12:45
|
|||||
|
x 0
x 0 Alert Admin |
Agreed.Stay out unless u r a very experience trader/investor .Not a gd time to be in the stock mkt which is so uncertain..
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
tanglinboy
Elite |
20-Nov-2011 12:18
Yells: "hello!" |
|||||
|
x 0
x 0 Alert Admin |
Basically stay out of shares until things become clear | |||||
| Useful To Me Not Useful To Me | ||||||
|
|
||||||
|
teeth53
Supreme |
20-Nov-2011 09:46
Yells: "don't learn through life, learn to grow with life " |
|||||
|
x 1
x 0 Alert Admin |
http://www.bloomberg.com/news/2011-11-19/debt-supercommittee-moves-further-apart-as-negotiations-enter-homestretch.html# A member of the congressional supercommittee expressed doubt today that the panel would reach an agreement on a deficit-reduction package by its Nov. 23 deadline. A slimmed-down debt plan rejected this week by Democrats a “last-ditch” effort by Republicans to ensure the panel is able to “at least accomplish something. The deadline for an agreement on how to carve $1.2 trillion out of the budget is Nov. 23, though under the rules a CBO cost estimate of any final plan must be publicly available 48 hours beforehand. There was little sign of urgency today in the mostly empty Capitol. Democratic members of the supercommittee did not meet, while Republicans held a conference call. Last-Ditch Effort’ “This last-ditch effort to focus just on savings that had all pretty much agreed was possible might be a way to achieve, as I say, kind of a last-minute compromise,” Kyl said. It would have cut $643 billion, according to a Republican aide, almost entirely by cutting spending though it would have raised taxes by $3 billion by ending a break for corporate jet travel. Democrats rejected the offer because it didn’t include enough revenue increases, according to a Democratic leadership aide. Both aides spoke on condition of anonymity because they weren’t authorized to discuss negotiations.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
Sgshares
Elite |
19-Nov-2011 15:24
|
|||||
|
x 0
x 0 Alert Admin |
DBS Vickers -- which cut target prices for 48% of the stocks under its coverage compared to the 19% which received upgrades -- believes that the Singapore economy has yet to bottom out, and that investors should expect weaker earnings for another two quarters. In 3Q2011, corporate earnings as a whole were down 10%, dragged down by losses incurred by Neptune Orient Lines, Noble Group and Broadway Industrial Group, as well as lower earnings from Sembcorp Marine, Cosco Corporation, Keppel T& T, tech companies Amtek and Hi-P, Singapore Airlines and SMRT. DBS Vickers also cut valuations by 20% on several stocks, including Indonesian instant noodle maker Conscience Food, palm oil players Kencana Agri and Mewah, SIA, Amtek, Ezra Holdings, CapitaLand, CapitaMalls Asia and CSE Global. On average, it has reduced its target valuations by about 8%. “As earnings have yet to come to an end, signaling that the market has yet to find its floor, we believe it is too early to take positions in cyclical, which remain vulnerable,” DBS notes in its report. “Marco risks prevail, and a deleveraging of European banks is giving rise to a liquidity squeeze, which could take the STI down to the 2,500 level.” Where then, should investors place their bets to make money during the downturn? DBS Vickers recommends while accumulating stocks with high earnings visibility, low earnings risks and high yields. On its buy list is Singapore Telecommunications, ComfortDelgro, CapitaMalls Trust, Global Logistic Properties, Mapletree Commercial Trust, Sembcorp Industries and UOL. Meanwhile, the brokerage house urges investors to take advantage of temporary spikes in the market to sell cyclical as well as high global exposure stocks. “High risk sectors that are most vulnerable to earnings downgrades include transport and logistics, technology, banks, offshore and marine, plantations, supply chain management and property,” it notes. The brokerage is calling a sell on City Developments, SGX, Cosco, NOL, Goodpack and SIA. |
|||||
| Useful To Me Not Useful To Me | ||||||
|
teeth53
Supreme |
19-Nov-2011 13:45
Yells: "don't learn through life, learn to grow with life " |
|||||
|
x 0
x 0 Alert Admin |
ECB Lending To IMF Proposal Gaining Traction - Sources Proposal sees European Central Bank (ECB) lending to International Monetary Fund (IMF) for future bailouts. -- Need for more funds emerges as markets focus on Italy, then now in Spain (PIIGS). -- October proposal to boost EFSF's firepower stalling By Costas Paris of DOW Jones Newswires teeth53 thot: ECB to lend $ to IMF mean - added interest charges, then IMF lend out $ again mean - additional more interest chanrges added. Where is the logic..?, as French and Germany lock horns. |
|||||
| Useful To Me Not Useful To Me | ||||||
|
teeth53
Supreme |
19-Nov-2011 13:22
Yells: "don't learn through life, learn to grow with life " |
|||||
|
x 0
x 0 Alert Admin |
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
alexchia01
Elite |
19-Nov-2011 13:14
Yells: "Catch The Stars And Ride With Them" |
|||||
|
x 0
x 3 Alert Admin |
My analysis on STI. Downtrend Support: 2685 Resistance: 2843 More on my Blog at Alex Trades. Good luck. |
|||||
| Useful To Me Not Useful To Me | ||||||
|
Juzztrade
Veteran |
19-Nov-2011 12:15
Yells: "Techincal and long term investor" |
|||||
|
x 0
x 0 Alert Admin |
Analysis: Deficit deadlock may send new chill through markets19 Nov 2011 10:11
NEW YORK - A brutal year for global investors may get even worse next week if Congress proves yet again it is too bitterly divided to deliver on its promise to reduce the gaping US budget deficit. How financial markets will react if a committee created to slash US$1.2 trillion in federal spending over 10 years fails to strike a deal is a tough call, partly because investors have been distracted by a Europe's more immediate debt crisis. For one thing, market expectations could hardly be lower, especially with an election year looming and memories of the summer's ugly debate over raising the country's debt ceiling and the resulting loss of the nation's triple-A credit rating still fresh in investors' minds. Also, any budget cuts wouldn't take effect until 2013 and failure would not trigger an immediate government shutdown or interrupt important services. But a sharp, out-of-nowhere sell-off in US markets on Thursday afternoon was blamed in part on vague rumors that talks to trim federal spending had stalled. " This thing is incredibly difficult to handicap," said Jacob Oubina, senior US economist at RBC Capital Markets. " But the last thing you want is to introduce another element of volatility into the markets, and that's exactly what these guys are going to do because they can't get their act together." The biggest concern is not the cuts as such but the sense that Democrats and Republicans are simply unwilling or unable to compromise and make the tough decisions required to bring a deficit that's near 10 per cent of gross domestic product under control. " There are two diametrically opposed groups here, each against what the other side is trying to do, and both see benefit to failure because they can campaign on that," said Gregory Whiteley, who helps manage US$19 billion at DoubleLine Capital in Los Angeles. " So expectations are pretty low." Clashes between Democrats and Republicans over the right mix of spending cuts and tax hikes almost scuppered a deal to lift the debt ceiling in August, raising the threat of default and spurring Standard & Poor's to cut America's credit rating. Some investors do fear that deadlock may imperil White House efforts to extend a temporary payroll tax cut and jobless benefits for the long-term unemployed, and that would be another negative for growth at a time when the economy can least afford it. RBC economists said that if those measures, along with some investment tax credits, expire at the end of this year, it could shave 1.2 per cent from US growth in 2012. That could roil US stocks, which have been on a roller coaster ride since August and were on target Friday for their worst weekly showing in two months. Stocks could lose five per cent to 10 per cent in the short run if anxiety about Washington policy gridlock really takes hold, said David D'Amico, president and chief strategist at Braver Capital in Boston. " If they don't come out with anything and they force cuts and it becomes a political sideshow and the public and consumers become somewhat disgusted again with Washington, you could have a real sell-off in the marketplace," he said. While not expected, a deal to cut the full US$1.2 trillion would probably provoke a relief rally in markets, investors said. Marc Doss, regional chief investment officer at Wells Fargo Private Bank in San Diego, said that could be a green light for hedge funds and other money managers who are underinvested in stocks because of recent market turmoil to kick off a year-end rally. " Expectations are low after the debt ceiling debacle, but if they get to US$1.2 trillion, it would instill some confidence in the political process," he said. Bond investors say deadlock probably won't hurt the bond market, either, since Europe's problems should sustain a safe-haven bid for Treasuries. Jack McIntyre, who helps manage a global fixed income portfolio at Philadelphia-based Brandywine Global, said that's why he remains overweight the dollar relative to the euro even as he favors currencies from faster-growing emerging markets over the greenback. The 10-year Treasury note was yielding 2.01 per cent on Friday. Among major developed markets, that was above comparable yields only in Germany and Japan. And if stocks do wobble, another round of monetary easing from the Federal Reserve, which has toyed with the idea of pumping more money into the system by doing additional purchases of mortgage-backed debt, could help support asset prices. In the long run, though, the parallels with Europe's most troubled countries becomes more striking and harder to ignore. Harm Bandholz, chief US economist at UniCredit said America is treading a path similar to the one that led Italy, Greece and others into trouble: borrowing money at low interest rates to boost short-term growth and swelling the debt burden. As governments in Rome, Madrid and elsewhere found out in recent days when their borrowing costs spiked to euro-era highs, that can only go on for so long. " The US is still running at full speed in the wrong direction," Mr Bandholz said. Additionally, about 71 per cent of marketable US debt will mature in the next five years, said Lawrence Goodman, president of the Center for Financial Stability in New York. That's well above the historical average and makes the country vulnerable to refinancing risk." Markets continue to give the US a pass on its excessive deficit," he said. " But what's happening in Europe should be a powerful lesson, especially given our maturity profile." -- REUTERS |
|||||
| Useful To Me Not Useful To Me | ||||||
|
teeth53
Supreme |
19-Nov-2011 12:02
Yells: "don't learn through life, learn to grow with life " |
|||||
|
x 0
x 0 Alert Admin |
teeth53 thot: China future is with Asian, then with Euro.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
teeth53
Supreme |
19-Nov-2011 11:30
Yells: "don't learn through life, learn to grow with life " |
|||||
|
x 0
x 0 Alert Admin |
http://money.cnn.com/2011/11/18/news/economy/debt_committee/index.htm?iid=HP_LN Ideological differences and a lack of political will on both sides of the aisle continue to stymie debt committee efforts to forge a compromise on debt reduction. NEW YORK (CNNMoney) -- Well, here we are again. You can count the hours to yet another deadline, and Congress remains deadlocked over debt and taxes, this time through its proxy -- the bipartisan debt committee. First there was the government shutdown threat in the spring. Then there was the threat of a U.S. default this summer during the debt ceiling debate. And, to top it all off, a downgrade. At least this time, shutdowns and defaults really aren't a threat if the super committee fails to approve a debt-reduction plan by next Wednesday -- its official deadline.
|
|||||
| Useful To Me Not Useful To Me | ||||||