We have seen several global events unfold this year. The downward spiral of oil prices, US Federal Reserve interest rate adjustment, China economic slowdown, threat of terrorism and the continued sluggish commodity demand. I have nothing much to shout in my portfolio. But it’s with the negative sentiment that I smell opportunities. Jack Ma once said “if 90% of those present at a business meeting vote in favour of one or other suggestion, I’ll always throw it out”. You can see more of his quotes here. What this means is that if everyone thinks about a particular idea, agrees and acts on it, the idea becomes stale because all, including your competitors will jump into the bandwagon. By then, it’s too late. My thinking is different. Some call it “Contrarian”. Myself? I label it as “Market Opportunist”. I can buy stocks at a better valuation when majority remains ......