Random Walk

The end of the year is approaching. I have not prepared any investment or trading plan for next year’s portfolio. Well, i thought the growing and leading sectors are still infrastructure, manufacture and consumer goods.

Reading from media, concerns over fiscal cliff, euro crisis, middle east conflict and china’s shocking economy, all eyes set on my country where we could maintain growth at above 6%, political stability and well preserved fiscal policy and positive trade balance.

The market risk for next year’s stock market would come from political tension ahead the 2014 presidential election. I just hope that it all goes well, otherwise it would cost too much for the efforts we have achieved since 2008.

my pick list for next years remains at the second liners, ranging from defensive to growing stocks from any of the aforementioned sectors.


The only real valuable thing is intuition ~ Einstein


~ by rhyme de ma vie on November 21, 2012.

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