2013 would be a good year for equity markets, at least according to analysts out there. There seems to be a view that China and Korea are the laggard markets last year and they are going to do well this year. But do remember one year back at the beginning of 2012, not many people are predicting that 2012 would be such a good year for equity markets.
I would caution investors out there as markets had ran up quite a bit in 2012. Therefore, do have a diversified portfolio to ride through 2013. Below are my strategy to approach 2013, in terms of investment work plan:
1. Seek value but maintain overweight position in confident ideas. Though I have avoided most high growth stocks in 2012, it did not affect my portfolio that significantly on a whole. This is because I have added more into those undervalued companies in my ......