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Idea of the Week: Feng Shui Predictions VS Fundsupermart Research House Views [27 Jan] January 27, 2012
As we head into the new lunar year of the Black Water Dragon, we pit the various Feng Shui predictions against our Research Team's views.
Author : Fundsupermart


Untitled Document

Disclaimer: This article is meant to be tongue-in-cheek and not meant to be construed as real investment advice. Should you seek professional advice in your unit trust investments, please contact our friendly Client Investment Specialists.

Over the Lunar New Year weekend, the Straits Times published two separate articles on the varied fortunes the Black Water Dragon will bring to financial markets this year. As we are now one week into the New Year, let us examine how much Feng Shui advice the Research Team has taken in formulating their investment views.

 

Fire Element to Excel

Among the sectors identified by Ms Jenny Ng of Feng Shui Connection to do well in the Black Water Dragon Year are those represented by the fire element, including health care and technology.

This is surprisingly aligned with our house views (or should it be the other way round?). While we do not have an official view on the health care sector, its defensive properties have been discussed in previous articles (see 2011 Sector Review: Defensive Sectors Outperformed!, Top Funds Review 2011: South-East Asia Equity Funds Outperformed, Which Defensively-Positioned Funds Outperformed?).

On the other hand, the Research Team has always held a favourable view on the technology sector, according it a “4.5 stars – very attractive” rating. With strong demand for new technological products from emerging markets and low valuations, the sector looks due for a strong rebound.

Funds Specialising In Health Care:

AB Int Health Care-A SGD, Fidelity Glb Health Care EUR, LionGlobal Hthcare Invt-A, United Global Healthcare Fund

Funds Specialising In Technology:

Aberdeen Global Technology, Fidelity Glb Technology EUR, Henderson Global Technology, PRU Global Technology Fund, United Global Technology Fund

 

Earth Element to be Drowned by Black Water Dragon

Industries forecasted by Ms Ng to face headwinds in the New Year are those operating under the earth element, such as property and construction. This is where our Research Team seemed to have thrown Feng Shui advice out the window. In the articles How This Overlooked Sector Can Double US GDP Growth (Part 1) and How This Overlooked Sector Can Double US GDP Growth (Part 2), the Research Team discussed how various factors such as housing affordability, home prices and housing demand are coming together to lead the housing market out of the doldrums.

Funds Specialising In Property:

First State Glb Property Invts, Henderson Asia-Pacific Prop Eq Fd, Henderson European Prop Sec, Henderson Glb Property Eq Fd, Henderson Hzn Asia-Pac Prop Eq-A2 USD, Henderson Hzn Gl Prop Eq-A2 USD, Henderson Hzn Pan Europn Prop Eq-A2 EUR, IOF-Asian Property Sec SGD Cl ASDQ, Nikko AM Shenton Glb Prop Sec Fd (S$), United Glb Real Estate Sec Fd

While we do not advocate investors to base their investment decisions on Feng Shui predictions, we hope this served as an interesting read after the holidays!

 


iFAST and/or its licensed financial adviser representatives may own or have positions in the funds of any of the asset management firms or fund houses mentioned or referred to in the article, or any unit trusts or Singapore Government Securities bonds related thereto, and may from time to time add or dispose of, or may be materially interested in any such unit trusts or Singapore Government Securities bonds. This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No investment decision should be taken without first viewing a fund's prospectus. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Past performance and any forecast is not necessarily indicative of the future or likely performance of the fund. The value of units and the income from them may fall as well as rise. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website. If you have any queries about the above contents, please contact iFAST.


 
RELATED FUNDS
United Global Technology Fund
Henderson Global Technology
Henderson European Prop Sec
Aberdeen Global Technology
United Global Healthcare Fund
AB Int Health Care-A SGD
Nikko AM Shenton Glb Prop Sec Fd (S$)
Fidelity Global Health Care A EUR
Fidelity Global Technology A EUR
First State Glb Property Invts
Henderson Asia-Pacific Prop Eq Fd
Henderson Glb Property Eq Fd
Henderson Hzn Gl Prop Eq-A2 USD
Henderson Hzn Pan Europn Prop Eq-A2 EUR
Henderson Hzn Asia-Pac Prop Eq-A2 USD
Eastspring Inv Asian Property Sec SGD ASDQ
Eastspring Inv UT Global Tech
United Glb Real Estate Sec Fd