The email address in "Contact AK: Ads and more" above will vanish from November 2018.


Featured blog.

1M50 CPF millionaire in 2021!

Ever since the CPFB introduced a colorful pie chart of our CPF savings a few years ago, I would look forward to mine every year like a teena...

Past blog posts now load week by week. The old style created a problem for some as the system would load 50 blog posts each time. Hope the new style is better. Search archives in box below.


"E-book" by AK

Second "e-book".

Another free "e-book".

4th free "e-book".

Pageviews since Dec'09

Recent Comments

ASSI's Guest bloggers

Determining the impact of news on specific companies

Saturday, January 9, 2010

Investors have to determine the implications which news might have on the economy, specific sectors and companies within the sectors. In so doing, investors will be able to position themselves to take advantage of any developments.

So, for example, a year or so ago, when we read about how most cities in China do not have clean drinking water and how the Chinese government intends to spend more on infrastructure, the implication was that companies in the water sector with exposure in China should benefit.

For examples in Singapore, we could consider the near completion of the integrated resorts (IRs) and a growing population. The IRs are expected to attract many more tourists to Singapore in 2010. The hospitality and retail sectors are prime to benefit from this.

With a growing population in line with the government's aim to achieve a long term target population of 6.5m residents in Singapore, we expect real estate developers, healthcare services providers and transportation companies to benefit.

These connections are not difficult to make. Investors just have to keep themselves informed of the latest news. A nightly scan of the latest business news online has become a routine for me.
Identifying trends and value: FA and TA.


Monthly Popular Blog Posts

Bloggy Award