Market Tips: Volatility-Adjusted Portfolios
Global stocks rebounded Wednesday from sharp lows hit earlier this week, as 19 months after the financial crisis broke globally, volatility still rules the markets. Experts give CNBC their various investment tips to ride out the crisis.
Creating a Portfolio to Ride Out the Crisis
During such testing times, 50% of your portfolio can be in cash and 5-10% in physical gold, advises Ajay Kapur, global strategist at Mirae Asset Securities. He reveals what to do with the remainder of your money in today's "Protect Your Wealth".
Hold Cash and Gold
Ajay Kapur, global strategist at Mirae Asset Securities, says the infrastructure sector will benefit as the next 4-5 years will be driven by government spending and consumption. He also discusses his rationale for holding cash and physical gold.
Avoid Gold Miners
Just buy physical gold and avoid the gold miners, advises Ajay Kapur, global strategist at Mirae Asset Securities.
Bullish on Resources
Be cautious on the markets, and invest in short-term trades like resources, says Evan McQuire, director and head of equities at Halifax Investment Services.
Short-Term Opportunities Abound
Volatility is going to be a big feature in the months ahead, warns Douglas Isles, executive director at Pengana Capital. But he tells CNBC that there will be a lot of short-term opportunities in the markets. He reveals his stock picks in Asia.
Investors Should Stay Cautious
Jim Awad, managing director at Zephyr Management, and Ajay Kapur, global strategist at Mirae Asset Securities, say that markets are oversold but it is still too early to buy into equities. In the interim, seek high quality bonds, real estate, and conservative, dividend-paying stocks, suggests Awad.
Time to Stop Selling Stocks
Ajay Kapur, global strategist at Mirae Asset Securities, says the various leading U.S. indicators are in the bottoming process. As such, he is advising clients to stop selling equities.
Top Picks Down Under
CSL, BHP and Westpac are just some top picks of Justin O'Brien, vice president at Citi Smith Barney.
Dry Bulk Market May Be In a Prolonged Bottom
Pacific Basin Shipping's deputy CEO Klaus Nyborg expects the dry bulk market to remain flat for the foreseeable future. He tells CNBC that although the market may be at the bottom, he expects this bottom to last a few years.
Thriving Trade in Taiwan
The Taiwan Stock Exchange has outperformed all of its peers in Asia, with the exception of China. Its chairman Chi Schive tells CNBC what is driving trade in Taiwan.