Trading in equity was my business and passion, with this clear objective I get myself involved in Investment Seminar whenever i have the time and create the blog as my learning platform. The recent workshop i attended was organised by Martin Wong - Special Talk on VSA (the beauty of attending workshop through webinar, hassle free as we can get the latest information even we are at our own office, home, or on the go). I attended another seminar on 14-1-2012 which organised by Kenanga Research - 1Q 2012 Investment Strategy - Surfing The Waves of Uncertainties. 2011 was the year of uncertainties and volatility, the volatility of the market has spiked up significantly in early Aug. 2011, when S&P downgraded the credit rating of US, the Japan tsunami during Mar 2011 and the continued of Europezone crisis. Local and Global Markets Volatility to Persist in year 2012 ? Time is the only cure for such high volatility to normalise. Therefore, to deal with such highly volatile investment environment, we believe there is no other way better than :- - going back to the basics, - To trade the volatility or to adopt a trading approach, and - To focus on stock picking or going for "alhpa-play".
How To Position For 2012 ?
1) Investor - Back To Basics - Aiming for defensive stocks
2) Trader - Shoot First, Aim Later ? - Means we prefer to set a short term investment horizon due to concerns over hostile volatility.
3) Alpha Play ? - Alpha play can be obtained via "Top Picks" , "Trading ideas" or "Dark Horses", however, these trading ideas are situational and will be reviewed from time to time.
Happy Trading ...
No comments:
Post a Comment