Most global stock market started 2011 with a bang with our own STI Index rising more than 45 points yesterday. Nothing much has actually changed....since my Septembr to October 2010 strategy. In tha strategy, I saw the STI Index hitting 3300 to 3500 before the end of 2010 fuelled by the liquidity from QE2. I also noted that stocks were one of the cheapest asset classes with many stock markets trading at the low end of their PE ranges. So I continued to be bullish on stocks but saw the QE2 rally peaking sometime in Q2-2011....about six to nine months from QE2 was alluded to and shorter than the twelve month rally of QE1.
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