Monday, August 1, 2016

Summary on Invest Fair 2016's talk

Evaluating Investment Opportunities: Technical Analysis or Fundamental Analysis (Panel Discussion)
Whether FA or TA you need to find the style that suits you.  

What now for REITS after Brexit by Gabriel Yap
Before Brexit, funds already start to flow from Europe to Asia.  SReit benefits it. Some of the "good" reits price gain more than 5% in 2 months.  Due to swiber bond issue, Gabriel Yap expecting more fund will flow from corporate bond to reits. He and a few experts expect next Fed rate hike is at Dec.

A Technical Perspective of the Global Market in the 2nd half of 2016 by Vito
Vito is using Ichimoku indicator, 95% TA, 5% FA.  He is expecting GBPUSD, EURUSD and USDJPY to be bearish, he is waiting to short.

He is also warned to be extra caution in the 1st 2 weeks of Aug, Ichimoku shows that S&P don't have any potential support for these 2 weeks.  

He foresees Gold will pull back before resuming the uptrend.  STI will range bound till year end between 2800 - 3000

2017年全球股市前景 (Panel Discussion)
Dar Wong warned be caution around Oct 2016 where the UK executing exiting Europe, he expects volatile and some unexpected events unfold that will result in Fund outflow Europe markets.

Dr Kenny Tang and Hu Yi Yang see China markets current pattern is short bull and long bear, this may slowly change.  The next possible China bull will be 6 - 12 mths from now.

A few experts see oil strong support around 35 level.  Vito is waiting for change of trend

Summarized on best effort.  Disclaimer applied.

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