About InvestFair

InvestFair

First started in 2007, INVEST Fair is ShareInvestor’s annual flagship event in Singapore for investors and traders alike. The event was taken to new heights in 2009 and subsequent years with a strategic joint collaboration with The Business Times, which underscored both parties’ desire to enhance investor education in Singapore. In 2011, INVEST Fair went regional with the inaugural launch of INVEST Fair in Kuala Lumpur, Malaysia.

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Panel & KeyNote Speakers

Jim Rogers

Jim Rogers

Investment Expert and Author

Hu Li Yang

Hu Li Yang

华尔街股市神童,
亚洲股市教父,
最受全球华人欢迎的投资理财专家.
Best-selling Author

Boris Schlossberg

Boris Schlossberg

Managing Director and Founding Partner of BKForex

Louis Wong

Louis Wong

Director of Phillip Securities (HK) Limited & Phillip Capital Management (HK) Limited

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Paid Workshop

The Investment A-Z
A for Assets

Assets are resources with economic values that an individual, firm or country possesses with the anticipation for future benefits. Assets when bought increase the firm’s value and aide in the operations of the business. They can also be thought of as a means to generate cash flows.

Stocks, bonds and money market instruments are the different classes of assets that are grouped according their similarity in financial characteristics and behaviours, within the same marketplace. Investors tap on the different asset class categories for diversification purposes in the attempt to mitigate risks.

One portfolio strategy investors engage in is strategic asset allocation, a strategy that involves establishing target allocations for various asset classes and adjusting them intermittently should there be substantial deviations from the initial settings – such as differing returns. Target allocations then hinge on factors such as – risk tolerance, time horizon and investment objectives. Strategic asset allocation is compatible with a “buy and hold” strategy, as opposed to tactical asset allocation; a strategy suited more for active trading approaches. Both asset allocations encourage diversification to reduce risk and improve portfolio returns.

Types of Investment Assets

  1. Cash and Equivalents, and Money Market Securities
    The most popular and commonly used form of cash-equivalent instruments are savings accounts, time deposits at banks and finance companies. Given their low risk nature, a typical drawback is their low-yield in returns. Specified interest rates offered upon inception are not responsive to changes in market interest rates either.
  2. Equities
    An equity investment generally refers to the buying and holding of shares of stock by individuals and firms in anticipation of income from dividends and capital appreciation. Its capital gain potential allows equity investments to retain its popularity among investors, despite its high-risk nature.
  3. Fixed Income Securities
    An investment providing returns in the form of fixed periodic payments and the eventual return of principal at maturity. Also known as debt securities or bonds, they are a form of borrowings by the issuers.
  4. Unit Trusts
    A unit trust is a fund which adopts a trust structure. It pools the financial resources of small investors and invests the funds in securities. The structure basically divides the fund into equal portions known as units and are then usually managed by a professional fund manager.
  5. Real Estate Investments
    There are various forms of real estate ownership investment. One such form would be the direct purchase of properties, meaning to own multiple pieces of real estate, one of which serves as a primary residence, while the others are used to generate rental income and profits through price appreciation. Another way which requires less active management by the investor is to own shares in a Real Estate Investment Trust (REIT).
  6. Options
    Options are financial derivatives that represent a contract sold by one party (option writer) to another party (option holder). The contract offers buyer the right, but not the obligation, to buy (call) or sell (put) a security or other financial asset at an agreed-upon price (the strike price) during a certain period of time or on a specific date (exercise date). The buyer generally pays a premium for the contract, thus obtaining investment leverage. Risk is mitigated as should the options is not exercised, loss is limited to only the purchase price.
  7. Warrants
    Warrant is a security that entitles the holder to buy the underlying stock of the issuing company at a fixed exercise price until the expiry date. It allows for an exposure to shares without a large initial capital outlay.

This article is sponsored by:
Shenton Wealth Holdings

Shenton Wealth Holdings

Established in 2011, Shenton Wealth Holdings (Shenton Wealth) is Asia’s leading investment product sourcing company. Headquartered in Singapore, the company offers an array of investment product around the world for investors to jointly co-develop or purchase pre-development land with planning approval. With a management team of over 25 years of accumulated industry experience in wealth management, global investments are now brought closer to home. Within the last two years, Shenton Wealth has grown to encompass a client base of more than 6000 investors.

Contact Details

The Investment A-Z
B for Books

Successful investors have an unquenchable thirst for knowledge. As such, they often read voraciously.
Reading is vital for two reasons:

Firstly, it allows investors to be updated with the current market trends. Secondly, well-written books provide a thoughtful analysis of the past as well as valuable insights about the future.

In short, reading gives investors a road map to financial freedom and success.

Following are the various highly recommended investment books that might come in handy.

  1. Millionaire Traders – Boris Schlossberg
    Millionaire Traders – Boris Schlossberg
  2. Value.Able – Roger Montgomery
    Value.Able – Roger Montgomery
  3. Investment Biker – Jim Rogers
    Investment Biker – Jim Rogers
  4. A Bull in China – Jim Roger
    A Bull in China – Jim Roger
  5. Street Smarts – Jim Rogers
    Street Smarts – Jim Rogers
  6. 胡立陽股票投資100招Ⅱ:決戰股市50招
    胡立陽股票投資100招Ⅱ:決戰股市50招
  7. 胡立阳股票投资百宝箱
    胡立阳股票投资百宝箱

The Investment A-Z
C for CFD

Contracts for difference (CFDs) are a type of derivative and a popular investment instrument. With CFDs, you can speculate on price movements without ever owning the underlying physical asset. This will also means that differences in settlement are made through cash payments, rather than the delivery of physical goods or securities.

OANDA provides the opportunity for you to diversify your investments with international opportunities all from a single account on our award-winning trading platform

Benefits of Trading CFDs


  • Diversify Your Portfolio

    Extend your portfolio by trading in uncorrelated markets with a single account.


  • Leveraged Trading

    Similar to forex, you can use leverage to trade large positions with a small amount of capital.


  • Flexible Lot Sizes

    Size your trade positions to suit your portfolio without fixed lots sizes.


  • Go Long or Short

    Take advantage of price volatility by going long or short without paying commissions or broker fees.


  • No Physical Ownership

    You never risk having to own or take possession of the underlying asset.


  • Hedge Existing Positions

    Popular with equity traders, you can short CFDs to protect your trades against unexpected losses.


This article is sponsored by:
OANDA

OANDA

OANDA has transformed the business of foreign exchange through an innovative approach to forex trading. The company’s industry leading online trading platform, fxTrade, introduced a number of firsts to the marketplace, including immediate execution; instant settlement on trades; trades of any size between one unit and 10 million units; and interest calculated by the second. The company’s many awards attest to the power and flexibility of its trading platform. In 2013, OANDA was honored with nearly a dozen awards including Best Trade Execution Provider, Best Retail Trading Platform and Best Mobile Trading Platform by International Finance Magazine; as well as Best Value for Money by Investment Trends in each of the US, UK, and Asia Pacific.

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The Investment A-Z
D for Dividends

A taxable payment that is given to the company shareholders, out of the company’s current or retained earnings.

Dividend is most often quoted in terms of the dollar amount each share receives (dividends per share). It can also be quoted in terms of a percent of the current market price, often referred to as Dividend Yield.

Many investors may see dividend as a form of boring and low-return investment product. However, compared to high-flying small cap companies, whose volatility can be pretty exciting, dividend-paying stocks are usually more mature and predictable. The combination of a consistent dividend with an increasing stock price can offer earnings which excites most investors.

Nevertheless, dividend investing is rarely as simple as it sounds.

There are still some studies that you MUST look into:

  • Stability of the company management
  • Study of company business model
  • Opportunities/ threats of the industry
  • Track records of dividend pay-out : refer to dividends that are paid out due to revenue generated from the company’s core businesses, as opposed to one-off event (example: selling of asset) that generated the income.

The Investment A-Z
E for Euro

Introduced by the European Union (EU) to the financial community in 1999, Euro (EUR) is the official currency for the EU member states and are printed and managed by the European System of Central Banks (ESCB). Physical euro coins and paper notes were introduced in 2002.

Today, Euro is the second largest reserve currency as well as the second most traded currency in the world after United States dollar.

Trading EUR USD – Forex in the Nutshell

The Forex market is the largest financial market on Earth. Due to the high volume of buyers and sellers, transaction prices are kept low.

Below are some benefits of trading Forex:

  1. Low Cost - Many firms don't charge commissions
  2. You don’t need a lot of funds to start trading Forex.
  3. There's 24 hour trading – Forex never sleeps.
  4. You can trade on leverage, but this will magnify potential gains and losses.

How is Forex being traded?

Trading Forex is virtually identical to those in other markets. The only difference is that you're buying one currency and selling another at the same time. That's why currencies are quoted in pairs, like EUR/USD or USD/SGD. The exchange rate represents the purchase price between the two currencies.

Eurodollars are often overlooked by retail traders who tend to gravitate towards futures contracts that offer more short term volatility, such as Crude Oil. However, the deep level of liquidity and long term trending qualities of the eurodollar market present interesting opportunities for small and large futures traders alike.

The Investment A-Z
F for Futures

A financial contract that predetermines a future date and price, obligating the buyer to purchase an asset or the seller to sell an asset - such as physical commodities or a financial instrument - when due.

Futures are regulated to facilitate trading on the futures exchange and may call for a physical delivery of the asset, while others are settled in cash. The futures markets are characterized based on their ability to use very high leverage comparative to stock markets.

How Futures Differ from Other Financial Instruments

Futures differ in several ways from many other financial instruments. For starters, the value of a futures contract is determined by the movement of something else - the futures contract itself has no inherent value. Secondly, futures have a finite life. Unlike stocks, which can stay in existence forever, a futures contract has a set expiration date, after which the contract ceases to exist.

Guide to Trading Futures

  • Choosing a Brokerage Firm : Full Service or Discount Broker
  • Categories of Futures Markets - Metals/ Energy/ Agriculture etc
  • Choosing the Instruments, for example, in agriculture, you will need to decide if your interest is in grains, dairy or livestock.
  • Determine your trade type: - to Buy or to Sell

This article is sponsored by:
Phillip Capital

Phillip Capital

Since 1975, the PhillipCapital network has grown into an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers.

Our comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds; fund management, managed accounts, insurance planning, regular savings plan, investment research, equity financing and property consultancy. Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions.

With more than 3,500 employees and over 900,000 clients worldwide, our assets under custody/management totals to more than USD 24 Billion with shareholders' funds in excess of USD 1 Billion.

PhillipCapital (with headquarters in Singapore) operates in the financial hubs of 16 countries, including offices in Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, Australia, UAE, UK, France, Turkey and USA.

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The Investment A-Z
G for Global Investment

Global investment entails a strategy management process that involves diversification of investors’ portfolio by venturing across the boundaries of international markets. By embarking in global investments, it purports that he or she is presented with a wide array of financial products or instruments to engage in. Consequently, it allows for investors not to be at the mercy of the volatility of a single market condition. Tapping into the vibrancy of external economies, it enables investors to be constantly on a lookout for lucrative opportunities to dive into, for instance taking advantage of emerging markets, and having to worry less of being confined within a sluggish market condition.

Having said this, good things do not come without a price. By diversifying one’s investment globally, one would then be susceptible to the volatility of the countries they ventures into, causing their risk exposure to be relatively higher. By venturing into overseas markets, it means investors will be subjected to risks such as exchange rate fluctuations, political and social events, foreign legal procedures and many more.

Following are examples of the different modes of global investments:

  • American Depositary Receipts (ADRs)
  • Exchange-Traded Funds (ETFs)
  • International Funds
  • Foreign Securities
  • Eurobonds

The Investment A-Z
H for Home

Home is often regarded as a hideout to reside and rejuvenate after a long day of battle in our working environment. For many, home is their single and largest investment they might ever engage in, causing it to appear rather daunting. Hence, in the process of sourcing for a new home, it’s important for one to look at its capital potential.

For those who are not constantly updated on the Singapore property market, here is an overview of the past practices and current update.

Before 10th March 2014:

Property sellers obtain valuation report.
Property buyer & seller agree on price based on (Cash over valuation, at valuation or Under valuation).
For example a unit is valued at $350,000, if buyers and sellers agree on $20,000 above valuation, the transacted price will be $370,000.
Pays for an Option to Purchase (OTP) and exercise option.

After 10th March 2014:

Property transactions must use the new OTP form.
Property buyer and seller agrees on the price.
Property buyer pays a deposit for the Option to Purchase (OTP).
Once an OTP is obtained, buyers and sellers can seek a valuation.

The Investment A-Z
I for Investing

Investing is the action of purchasing something with the expectation of future profit, or more simply using money in the hope of making more money. In the business sense, investing could be buying a piece of durable equipment (e.g. a new oven for a bakery) that in the future will create more business success. In finance, the purchase of stocks, bonds, and property is an example of investing because these items may accrue value and may later be sold at a higher price to make a profit. (Quoted from investorwords.com)

So Why Invest in Stocks? Firstly, you invest in hope to earn a higher return on your savings and to offset inflation. Secondly, endeavor to reach your wealth goals faster and meet your retirement needs.

There are multiple ways to enter the stock market and one of them is to invest in listed companies and/or Exchange-Traded Funds listed on the stock exchange. Alternatively, you can subscribe for an IPO (Initial Public Offering) when companies get listed and their stocks are made available to the public for the first time.

There are two ways to earn returns when investing in the stock market – Capital Appreciation and Dividends. Capital appreciation is the increase in price of the company’s stock while dividends are distributions by a company to its shareholders from the company’s current or retained earnings. Dividends are income you earn just by owning the stocks.

You will need to learn how to manage risks as you invest. Some Basic Methods of Risk Management include:

  1. Diversification

    Diversification is a technique for reducing risk by investing in a variety of shares/assets. Investing in stocks that do not move up and down together will allow you to offset potential losses from one investment with gains from others.

  2. Regular Investing

    Investing equal dollar amounts regularly in a particular stock or portfolio helps you to minimize price fluctuations by lowering the total average cost of shares purchased over time.

  3. Investing Across Sectors

    One common way to diversify your portfolio of stocks is to invest into listed companies belonging to different sectors (eg. Telecommunications, real estate, healthcare etc) with different business cycles. Having stock in different sectors that do not move together allow you to spread risk and return and balance your portfolio.


This article is sponsored by:
SGX

SGX

Singapore Exchange (SGX) is the Asian Gateway, connecting investors in search of Asian growth to corporate issuers in search of global capital. SGX represents the premier access point for managing Asian capital and investment exposure, and is Asia’s most internationalised exchange with more than 40% of companies listed on SGX originating outside of Singapore. SGX offers its clients the world’s biggest offshore market for Asian equity futures market, centred on Asia’s three largest economies – China, India and Japan.

In addition to offering a fully integrated value chain from trading and clearing, to settlement and depository services, SGX is also Asia’s pioneering central clearing house. Headquartered in Asia’s most globalised city, and centred within the AAA strength and stability of Singapore’s island nation, SGX is a peerless Asian counterparty for the clearing of financial and commodity products.

For more information, please visit SGX website: www.sgx.com

The Investment A-Z
J for Jim Rogers

Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide. He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University.

After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS's 'The Dreyfus Roundtable' and FNN's 'The Profit Motive with Jim Rogers'.

In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. As a private investor, he constantly analyzed the countries through which he traveled for investment ideas. He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers. Jim also embarked on a Millennium Adventure in 1999. He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record. Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip. His book, Hot Commodities: How Anyone Can Invest Profitably In The World's Best Market, was published in 2004. Another of his books A Bull in China describes his experiences in China as well as the changes and opportunities there. His recent book A Gift to My Children is a heartfelt, indispensable guide for his daughters (as well as for all adults and children) to find success and happiness. His latest memoir Street Smarts: Adventures on the Road and in the Markets was published in February 2013.

The Investment A-Z
K for Knowledge

As the saying goes, Knowledge is Power; it is likewise in the context for investments. Warren Buffet once said “I never invest in anything that I don’t understand”. Knowledge is essential in making sound investment decisions to attain relatively desired results. Knowledge refers to a modest understanding of the various facets of your investments and not only the superficial side of it, nor influences from the mainstream sentiments.

At SGX, we believe continuous education can empower individual investors with relevant knowledge and provide you with financial skills and confidence to better manage your investments.

My Gateway, your one-stop investor portal, offers great insights into Singapore’s stock market with regular market developments, sector news and research reports. Powerful tools such as Stock Screener, Chart Viewer and Heatmap allow you to review the stock’s historical performance and filter your selection based on key criteria to formulate your investment strategy.

You can also advance your investor education at SGX Academy. Taught by CFA accredited trainers, our robust curriculum ranges from ‘Basics of Investing’ seminars to professional programmes designed for individuals seeking to invest professionally.

Stay connected. Subscribe to sgx.com/mygateway or enroll to investor education programmes at sgx.com/academy.


This article is sponsored by:
SGX

SGX

Singapore Exchange (SGX) is the Asian Gateway, connecting investors in search of Asian growth to corporate issuers in search of global capital. SGX represents the premier access point for managing Asian capital and investment exposure, and is Asia’s most internationalised exchange with more than 40% of companies listed on SGX originating outside of Singapore. SGX offers its clients the world’s biggest offshore market for Asian equity futures market, centred on Asia’s three largest economies – China, India and Japan.

In addition to offering a fully integrated value chain from trading and clearing, to settlement and depository services, SGX is also Asia’s pioneering central clearing house. Headquartered in Asia’s most globalised city, and centred within the AAA strength and stability of Singapore’s island nation, SGX is a peerless Asian counterparty for the clearing of financial and commodity products.

For more information, please visit SGX website: www.sgx.com

The Investment A-Z
L for Land

Land in layman’s terms is understood by many as a solid surface on Earth, available for supporting human activities such as agriculture, habitat and various natural resources.

In the finance sense, lands denote a man-made property or real estate, not inclusive of buildings or equipment that does not occur naturally. Land ownership is subjected to the title which might or might not award the holder with rights to the natural resources on the land. Natural resources refer to water, plants, human and animal life, minerals and geophysical occurrences and so on. The ownership of land does not entitle the holder to the rights to develop properties as a separate building permit would be required.

In densely populated city-state countries like Singapore that faces severe land scarcity, prices for land unsurprisingly come at very steep amount. The direction of land prices is commonly perceived to be an offshoot effect of a nation’s progress. And this consequently allows for land investments to potentially be a highly lucrative investment instrument should one engage in it at the right time and at the right place.

The Investment A-Z
M for Market

A market is where buyers and sellers meet to negotiate and exchange a specific good or service. In financial markets, buyers and sellers participate in the trading of assets such as bonds, equities, currencies, commodities and derivatives. Prices tend to hover around a sum that is dictated by demand and supply.

Markets exist in various sizes with some being regulated by policies permitting only participants that meet certain criteria to participate. The criteria include a person’s nationality, geographical location, banking privileges, net worth and their understanding of the market.

The three commonly addressed forms of markets are the primary market, secondary market and OTC market.

  • Primary Market

    This market involves the creation of new equity and debt instruments. This is where companies issue their stock or bonds to the public for the first time, such as initial public offer (IPO) or private placement.

  • Secondary Market

    This is the ‘stock market’ which you will commonly hear about, where existing securities are traded among investors – no longer with the issuing company’s involvement – such as through national exchanges like the Singapore Exchange, New York Stock Exchange, and NASDAQ.

  • OTC Market

    Over-the-counter (OTC) markets are where you can find shares that are not trading on a formal stock exchange, but instead through a network of traders. These include shares of companies which are too small to meet exchange requirements, debt securities and other financial instruments such as derivatives.

In order to trade the market effectively, strategies can involve the use of automated stop losses, and the flexibility to go long or short on a position. These are some of the features available through IG, the world’s largest CFD provider* and Singapore’s number one forex provider^.

The ability to make informed and timely trades is made easier with IG’s trading platform, which comes built with an insight centre that includes:

  • Round-the-clock analysis from IG’s global team of market strategists with views on breaking news developments on FX, commodities, indices and stocks
  • Enhanced charts with automated technical analysis features
  • Sentiment view that gives insight on how over 1360,00 IG clients are positioned on an aggregated basis, such as what’s the most heavily traded and whether the majority are going long or short
  • Trading diary that helps you keep notes on open positions and support your trading strategy

To find out more about IG Singapore, visit IG.com.sg.

*Largest retail CFD provider by revenue (excluding FX). Source: Published financial statements. As at August 2013.

^By primary market share amongst FX traders, Investment Trends September 2013 CFD & FX Report.

Issued by IG Asia Pte Ltd (Co. Reg. No.200510021K). CFDs are leveraged products. CFD trading may not be suitable for everyone and can result in losses that exceed your initial investment, so please ensure that you fully understand the risks and costs involved by reading the Risk Disclosure Statement available at www.ig.com.sg


This article is sponsored by:
IG

IG

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The Investment A-Z
N for News Trader

A trader or investor who makes trading or investing decisions based on news announcements. News traders trade equities, currencies and other financial instruments based on economic reports and other news that can have short-term reactions to drive the market in a particular direction.

Announcements about corporate profits, a change in management, rumours of a merger, are events that can cause a company's share price to move wildly up or down. Economic news reports often spur strong short-term moves in the markets, which may create trading opportunities for traders. On the other hand, interest rates, unemployment and export rates, or the central bank's policy shifts, can cause a deep change of an exchange rate.

News traders can also look at historical data to predict how future news can affect prices. By becoming familiar with certain markets, news traders can make a guess as to whether a stock or other trading instrument will increase or decrease in price following a news report. Often these price moves happen within an extremely short period of time following the news; therefore, news traders must be quick to respond if they hope to capture profits. This also means that news traders must be one of the first to receive breaking news.

Methods

  1. Manual

    Investors trading shares of a listed company know there are certain events that cause the share price to rise or fall — sudden changes in energy prices, a labor strike at a supplier, a poor month for the sales, for example.

  2. Automatic

    Event-based algorithmic trading, also known as programmed trading, is not a new phenomenon. Algorithmic trading allows investors to fine-tune their computers to scan live news feeds and watch for items affecting any listed company.

The Investment A-Z
O for Oil

Oil is still the major energy source on earth as the development of commercial renewable energy is still lagging behind. As global demand for energy rises, oil prices are also very likely to increase over the next decades. Rex W. Tillerson, Chairman and CEO of Exxon Mobil Corp quoted "Natural oil and gas is quickly becoming a key enabler of economic growth and environmental progress around the world. We are living at a historic moment in the evolution of energy markets. How we respond will shape the quality of life for generations to come".

Capital Asia Group (www.capitalasiagroup.com) identifies this needed opportunity and is determined to create pioneering products that combine maximum profit with maximum security. We believe in developing products that are creative and desirable with best value and high yields. With that goal in mind, we seek to broaden our clients' portfolios by providing successful opportunities in the politically stable and resource-rich Canadian Energy Market.

Canada, one of the world's most prosperous markets today. “A growing supplier of energy and in a resource-constrained world, Canadian energy development provides a clear opportunity to help meet global demand in a secure and stable way.” Marvin Odum, Upstream Americas Director, Royal Dutch Shell.

Today, this opportunity has bestowed in Asia. Through Capital Asia Group, buyers in Asia can now participate in this highly lucrative business. For the first time, buyers can make physical purchase of crude oil through POA with a 3% wholesale discount. Asia Buyers also appoints Conserve Oil Corporation (COC) as manager and operators to store and sell the purchased of crude oil to oil giants, this discount is payable to your designated bank account in 90 days.

Conserve Oil Corporation is an oil and gas company acquiring and developing producing oil & gas assets in Alberta, Canada. They do not focus on the exploration of new oil and gas fields; but, rather focus on “Proven Productive Oil and Gas Wells” that still have high available production potential.


This article is sponsored by:
Capital Asia Group

Capital Asia Group

Capital Asia Group (www.capitalasiagroup.com) believe in developing products that are creative and desirable with best value and high yields. With that goal in mind, we seek to broaden our clients' portfolios by providing successful opportunities in the politically stable and resource-rich Canadian Energy Market.

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The Investment A-Z
P for Performance

Investment performance is the return on an investment portfolio, commonly known as ROI (Return on Investment) i.e. return per dollar invested.

The best investors carefully monitor the performance of their portfolios and use that information to determine whether their money is better put to work elsewhere. The investment portfolio can contain a single asset or multiple assets. Measurement of investment performance on a portfolio is not as straightforward as it might appear, but when properly understood, knowledge of performance measures can be used to make better and more rational investing decisions.


This article is sponsored by:
Phillip Capital

Phillip Capital

Since 1975, the PhillipCapital network has grown into an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers.

Our comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds; fund management, managed accounts, insurance planning, regular savings plan, investment research, equity financing and property consultancy. Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions.

With more than 3,500 employees and over 900,000 clients worldwide, our assets under custody/management totals to more than USD 24 Billion with shareholders' funds in excess of USD 1 Billion.

PhillipCapital (with headquarters in Singapore) operates in the financial hubs of 16 countries, including offices in Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, Australia, UAE, UK, France, Turkey and USA.

Contact Details

The Investment A-Z
Q for Quarterly Payout

Quarterly Payout is a common practice for companies distributing dividends. For some investors, the idea of collecting a periodic payout and generating passive income sound much more appealing than a high return yet high risk investment.

Bullion Investment Group offers one such opportunity to invest into the Gaming and Hospitality industry with a periodic payout of 2 to 4 times annually.

The Gaming and Hospitality industry in Asia Pacific have always been able to entice vast regional and international investments. This industry mainly consists of various Integrated Resorts Casinos where there are numerous entertainment under one roof for everyone.

This lucrative industry offer a wide variety of leisure and entertainment besides casino gaming. The Gaming sector in Asia are experiencing astounding growth of more than US70 billion dollars in terms of revenue from this industry alone. Asia’s Gaming economy overshot Las Vegas by more than US$50 million. More than two-third of a Casino’s Gaming revenues are generated by the VIP Gaming Halls.

They focus their projects on the growing Gaming market in Manila, The Philippines and continuously expand their networks across the matured Gaming economy in Macau, Hong Kong and many more. They manage and operate various Casino VIP Gaming halls as well as venturing into hospitality projects such as high-end restaurants, entertainment clubs and many more recreational offerings.

With all the industry excitement generated in Asia, the global Gaming and Hospitality industry shifts its attention and resources here. The investment landscape in Asia saw substantial growth over the past years which have spurred the western casino corporations to seek ambitious opportunities across Asia Pacific and to diversify Gaming and Hospitality development in Asia. As such, they provide a gateway for investors to earn a constant stream of income in the safest domain.

For more information, please email bullion@bullion-ig.com or visit their website www.bullion-ig.com


This article is sponsored by:
Bullion Investment

Bullion Investment

Bullion Investment Group was founded in 2013 and we are the first in Singapore managing a unique investment concept for retail and accredited investors across the growing Gaming and Hospitality economy in Asia Pacific. Our aim is to provide our clients a stable investment platform and wherever possible, to exceed beyond their investment goals through the safest domain.

At Bullion, we have more than 30 years of experience in Casino operations and management as well as strong regional networks across Asia Pacific. We place high priority of security of funds management, Investors’ experience and consistently nurturing our Brokers.

Grow your finances. Think BIG, think BULLION.

www.bullion-ig.com

The Investment A-Z
R for Real Estate

Real Estate is commonly associated by the media as a term indicating the concept of residential living. In actual fact, real estate refers to a piece of land, inclusive of any permanent fixtures on it such as buildings, sheds, etc.

Three broad categories in which the real estate can be categorised into would be according to its use, namely

  • Commercial

  • Residential

  • Industrial

The value of real estate projects are highly responsive to a wide range of factors. In the process of engaging real estate as an investment endeavour rather than for primary residence, there are many attributes that should be taken into consideration. Investors engaging real estate as an investment vehicle looks towards profiting from either rental incomes or capital gains.

One critical factor influencing the value of real estate projects would be the presence of amenities in its immediate proximity. Amenities include public transport, schools, commercial and retail developments, etc. Price appreciation of real estates are also largely induced by speculation of potential developments within its vicinity that would provide a boost in its value.

Rental incomes on the other hand are likewise dramatically hinged onto these factors as it determines the demand and the main class of rental tenants – expatriates, professionals, students, etc. Hence the familiar real-estate maxim “location, location, location.”

An alternative aspect in which people might delve into would be the market for en-blocs, under the Selective En bloc Redevelopment Scheme (SERS).

Shenton Realty Homes recognises this pressing opportunity and looks to come up with attractive and unique services, jumping on the bandwagon that rides on the trend of overseas investments of Singaporeans – up to US$17 billion splurged by Singapore investors in overseas properties in 2013 alone. Shenton Realty Homes having their investors’ interest at the top of their priorities, venture into various means and measures to maximise the capital their investors have entrusted them with. The former broadens the range of ideal and sound real estate products available to investors, venturing across borders to engage global markets whilst upholding transparency to establish confidence and trusts.


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Shenton Realty Homes

Shenton Realty Homes is the realisation of a trusted name in real estate forged through the support and relationships built with many clients and developers over the years. We believe in efficiency and transparency in all our transactions and projects with our clients.

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The Investment A-Z
S for Savings

Savings is the amount left over when the cost of a person’s consumer expenditure is subtracted from the amount of disposable income that he or she earns in a given period of time.

For those who are financially prudent, the amount of money that is left over after deducting personal expenses can be positive. For those who tend to rely on credit and loans to make ends meet, they will have negative savings.

If savings are stashed in or under a mattress, or otherwise not deposited into a financial intermediary such as a bank, there is slim chance for those savings to appreciate its value. Conversely, savings can be turned into further increased income through investing.

As a general rule, your savings should be sufficient to cover all of your personal expenses, including your mortgage, loan payments, insurance costs, utility bills, food, and clothing expenses for at least six months. That way, if you lose your job, you’ll be able to have sufficient time to adjust your life without the extreme pressure that comes from living paycheck to paycheck.

The Investment A-Z
T for Timeless

Timeliness refers to a proprietary rating system that is employed to rate stocks and assess their potential price performance in the near-term, in view of historical earnings changes and price performance.

This system does not acknowledge common market factors and adopts the usage of alphabets A to E for ratings indication – A being the highest rating while E being the lowest rating. These ratings are being updated on a daily basis and volatility of stocks is not taken into consideration. Stocks yielding higher returns like “A” and “B” tend to be much more volatile than “C” and “D” stocks. As this market does not acknowledge the volatility of the stocks, it is therefore essential for one to have a rough understanding of the general market conditions. The “best” stocks could be inadvertently highly susceptible to adverse market conditions.

This timeliness system is however opposed to that of a value line index. Value line index acquires the use of a rating of one to five – one being the highest rating and five being the lowest rating. Collected ratings are established according to the likely price performance of a stock across a six to twelve-month period.


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Online Trading Academy

Online Trading Academy

Online Guru Trader has transformed the education business in the investing community towards the financial markets since it started. Headquartered in Singapore, the company offers investors real-time trades details through it's trade alert service. The trade alerts service, based on it's own proprietary method of trading, till 21st July 2014 has generated 166.7% returns since the alerts service started in 2012. In 2013, Online Guru Trader started it's mentorship program and went on to educate the public through it's seminars on it's proprietary method of trading. Since the start of it's trade alerts service and mentorship program, it has helped hundreds of students and subscribers achieve consistent returns through trading safely.

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The Investment A-Z
U for Unit Trust

Unit trust is an independent mutual fund structure and is a form of collective investment constituted under a trust deed. To keep it simple, if you invest in a unit trust or fund, your money is pooled with money from other investors and invested in a portfolio of assets according to the fund’s stated investment objective and investment approach.

The success of a unit trust is consequently hinged on the expertise and experience of the management com pany as he/she will decide what assets to buy or sell based on the investment objective of the fund. Funds are often diversified in hope to spread its investment risk. You may choose the different unit trust based on your risk appetite, your investment interest and objective.

Unit trust are open-ended and the underlying value of the assets is calculated by multiplying the total number of units issued with the unit price, less transaction or management fee charged and any other related costs. The investor is essentially the beneficiary under the trust.

(Total no. of units issued x Unit price - Transaction fee)

Common investment types undertaken by unit trusts include properties, securities, mortgages and cash equivalents.

The Investment A-Z
V for Value Investing

Value Investing is the strategic selection of stocks of companies that have their stock value traded at a much lower price than their “intrinsic value”. The intrinsic value of the company is attained through a form of fundamental analysis that is performed to study the financial statements of companies, their management, operation etc.

Value investors actively seek stocks of companies that they believe the market has undervalued. When recognised to be a company of good fundamentals and long-term prospects and having their market value at a price much lower than their intrinsic value, value investors would snap them up.

A point to note, however, would be that there is no “correct” intrinsic value. Given the same information of a company, various investors or analysts can construe a different intrinsic value on a company due to different analysis methodologies.

By buying stocks that are selling at a much lower price than their intrinsic value, it provides a ‘margin of safety’ for investors. It helps raise the likelihood of earning a profit and decrease the chances of losing money should the stock does not perform as to what the investor has expected it to be.

Value investing requires one to be able to wade off negative influences from the mainstream ideology, and make decisions based on their astuteness and knowledge. It is important not to succumb to social pressure and get panicky should there be an abrupt fall in value of the stock prices or a spread of negativity regarding the stock. These should be ascertained even before the purchase of the stock.

Value investing can be a very lucrative approach for investing, but that is if one is able to be discipline enough to abide by the rules.

The Investment A-Z
W for Weekly Chart

Weekly chart is a specific chart that is often employed by technical analysts to study and estimate the long-term trend of a given asset. This chart provides a visual representation that comprises of data points, each representing weekly price trading movements. It generally reveals the opening and closing price, highs and lows of the security for the entire week and not movements on a daily basis.

A weekly chart varies in their appearances and purposes, hinging on the form of chart that the analyst picks to his or her preference. Take for instance a weekly line chart; it comprises the weekly closing price, as opposed to a weekly candle stick chart where the open, close, high and low for the entire week is being presented. Analysts chooses this form compared to a period day chart as it displays a wider term view of the security, displaying a more elaborated view of historical price movements.

The Investment A-Z
X for XD

XD is an abbreviation used to indicate that a security is being traded for a price at ex-dividend.

When a share has gone ex-dividend it means that this payment has already been credited to the holder of the shares. If the shareholder then selects to sell these shares the buyer would not be eligible to receive this payment and would have to wait until the next dividend payment.

As an investor a decision needs to be made on if shares should be purchased within the dividend period or after the share has gone ex-dividend, both have pros and cons as follows:

Generally, a stock’s price will drop the day the ex-dividend period starts, this allows the potential buyer of the shares to purchase at a lower price which is an incentive as they will not receive the benefit of the dividend payment until the next dividend date.

However, if the investor decides they want to buy the shares prior to them becoming ex-dividend they will normally be paying a premium but they will also benefit from the dividend payment.

Ex-dividend date on the other hand indicates the assigned date in which securities trading thereafter do not include its recently declared dividend.

Record date is the date where the security issuer looks to see who its shareholders are and to ensure that the dividends are sent to them.

The Investment A-Z
Y for Awesome Dividend Yield!

Investors typically define Dividend Yield as and are happy with dividend yields of 5% - 8%. These are pretty good results.

Here at 8 Investment, we learn how to generate CONSISTENT DIVIDEND YIELDS of more than 20% per annum.

How do we do that?

The secret is to find businesses that compound consistently over time and increases their dividend payout along the way!

As a case in point, Vicom Limited grew their profits from 8 million to 28 million in a span of 10 years, from 2004 to 2013, registering compounded growth of 15% per year.

Meanwhile, their dividends per share increased from S$0.0575 to S$0.225 over the same period, growing 15.8% on a compounded basis.

More interestingly, if you have invested in Vicom in 2004 at a price of S$0.96, this year YOU would have received a DIVIDEND YIELD of 23.4%! This is how Value Investors define Dividend Yield:

Think about it – What will you do with a dividend yield of 20% every year?

What is so interesting about Vicom that allows them to do this? How can you identify businesses like this and achieve annual dividend yields of more than 20%?

Come! Join us at Booth B16 to learn how to generate Awesome Dividend Yields!


This article is sponsored by:
8I

8I

8 Investment is a private investment and training company headed by Ken Chee and Clive Tan. Their flagship investment course, Millionaire Investor Program, is based on the value investing philosophies and techniques of some of the world’s greatest investors like Warren Buffett, Peter Lynch, Sir John Templeton and Benjamin Graham.

Since 2008, Millionaire Investor Programme has built a network of over 2,500 investors and has been featured on The Straits Times, The Sunday Times, My Paper, Smart Investor,Shares Investment, 958FM and 938 Live.

The organization also produces a series of Best Selling Value Investing publication. The copyright of the title, “Value Investing in Growth Companies” has been sold to Wiley & Sons. 8 Investment seeks to create a community of enlightened and compassionate individuals who are inspired to engage with integrity, progressive thought, ideas and each other. They also passionately believe in spreading knowledge and skill sets that will increase people’s quality of lives through their personal growth, careers, health, spirit and relationships.

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The Investment A-Z
Z for Zig Zag

Zigzag is a trend following indicator employed for prediction purposes, in anticipation of a reversing momentum of a given security. Traders engage the use of the former indicator to eliminate unpredictable price fluctuations and tries to profit from the varying trends.

In the process of a wave analysis, Zigzag is often employed as a tool to determine the stock’s position in the overall cycle. The main proposition for Zigzag is to assist traders to stay on track, overlooking the countless erraticism that does not affect the primary trend in any way.

Similar to various other trend following indicators in the market, a significant drawback Zigzag possesses is that the results are based on historical prices and is stimulated only when a certain move is detected. This consequently implies that Zigzag is not the tool for making future price predictions. Furthermore, due to the presence of time lapses and delays Zigzag has, many traders shy from using it to time an entry/exit but rather as an indicator to affirm the course of the trend.

Following would be a few descriptive features to look out for in identifying a Zigzag on a price chart.


Figure 1 and Figure 2

In a bull market, a single Zigzag is denoted by a simple three-wave inclining pattern labelled A-B-C. For subwave sequence, it is a 5-3-5 with the top of wave B visibly higher than the start of wave A, as shown above in Figures 1 and 2, vice versa for a single Zigzag appearing in a bear market.

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