SereneLoi.com

Date: 28 Dec 2009
Topic: Fed’s Asset Purchase Program & Dollar Strength
Source: Phillip Capital Studio
With much anticipation for the economic outlook for year 2010 and dollar volatility in the past weeks, we look at how the Fed’s asset purchase program policy may affect the dollar strength upon its completion in 1st quarter 2010.

Date: 21 Dec 2009
Topic: The Dollar, Stocks and Gold
Source: Phillip Capital Studio
For several months, we have seen a weaker dollar along with higher equities and commodity prices. However, the downward trend in the dollar seems to have reversed. How will this affect stocks and gold?

Date: 14 Dec 2009
Topic: What Can We Expect In 2010?
Source: Phillip Capital Studio
2009 presented a lot of challenges for investors and what can we expect for the economy and stocks in the upcoming year ahead?

Date: 30 Nov 2009
Topic: Impact Of The Dubai Incident
Source: Phillip Capital Studio
Do you expect some money market or bond funds to be affected by the Dubai incident? Does this in any way affect your Singapore or US Dollar Money Market Fund? Now moving on to equities, i notice you use a “Triple A Model” to determine positioning in the market. What is the model saying at this moment and can you tell me more about how the model works? On a sector basis, what kind of stocks are you looking at? Why?

Date: 07 Dec 2009
Topic: USD, The Carry Trade Currency Of Choice
Source: Phillip Capital Studio
Can you explain what is the US carry trade? Why is the US carry trade popular among investors and fund managers? What is the impact to the market with the US carry trade? What will happen when a carry trade blows up? Do you see such a situation happening?

Date: 30 Nov 2009
Topic: Impact Of The Dubai Incident
Source: Phillip Capital Studio
Do you expect some money market or bond funds to be affected by the Dubai incident? Does this in any way affect your Singapore or US Dollar Money Market Fund? Now moving on to equities, i notice you use a “Triple A Model” to determine positioning in the market. What is the model saying at this moment and can you tell me more about how the model works? On a sector basis, what kind of stocks are you looking at? Why?

Date: 20 Nov 2009
Topic: Continuing Weakness Of The USD
Source: Phillip Capital Studio
The USD has seen a steady decline since March this year. How will it perform against the other major currencies in the near future and what is the effect on carry trades should it continue to depreciate?

Date: 13 Nov 2009
Topic: Do We Have A Real, Believable Bull Market?
Source: Phillip Capital Studio
The STI has risen drastically by approximately 90% within a span of about just 8 months. Do you think the market has moved way ahead of its economic fundamentals? What underlying economic fundamentals indicate to you that this Bull Run is unsustainable? Are there any indicators that show we may be experiencing another economic blowout any time soon? What do you recommend investors to do right now?

Date: 09 Nov 2009
Topic: What’s On Hold For The Singapore Market?
Source: Phillip Capital Studio
What are the stimulus injection by countries across Asia? Do you think Singapore economy is improving? Looking at Singapore market, where do you think our Singapore market will go? What are your recommendations to our viewers looking for opportunities to enter the market?

Date: 02 Nov 2009
Topic: Market Outlook on Gold
Source: Phillip Capital Studio
Gold has reached a new record high of around $1070 an ounce. What are the factors that are driving gold higher now? What do investors need to look out for with regards to investing in gold? What is the long-term outlook for golf? Are you stil bullish on gold?