Monday, 21 May, 2012 11:35 AM
Posted by Kevin Scully
Last Friday, I was invited by Lim & Tan to do an investment presentation on the Investment Strategies for the Singapore market in 2012. The slides can be downloaded from our website.
The key messages during my talk were:
a) the problems in the EU would take many years to resolve and we are likely to see problems surfacing from individual members of the EU every now and then - bottom line - more market volatility in the months ahead
b) if you cannot stomach the volatility, then shift about 50% of your portfolio into defensive yield plays. I also provided a list of yield stocks or investments that investors can look at for the ...
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