Photo by cresk

Photo by cresk

Attended a investment talk last night. The following are some points I managed to take down. But you would find them familiar

  • Markets have priced in alot of bad news
  • Valuations look attractive
  • Asia is the place to be (5 out of 6 presenter mentioned Asia)
  • Singapore Reits’ yield is very attractive
  • Do not get carried away if there are upswings (only 1 presenter said that)

I also received a report from a trading platform. The report is downright bearish and is in stark contrast to the investment talk. Below are some ideas from the report. Read more…