Where Chinese Investors Meet Global Investment News and Opportunities

中國投資者探索環球投資新聞及機遇

Thinking about Panic Selling? A Quick Update about Today’s Markets.

Thinking about Panic Selling? A Quick Update about Today’s Markets.

The markets have been very volatile over the recent weeks and as usual, I had a number of my clients ask if they should “liquidate and put everything into cash”. My first reaction to this is that it is always a bad idea to liquidate when prices...

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GICS Sector Reclassification – What this means for Index Funds, ETFS and Mutual Funds

GICS Sector Reclassification – What this means for Index Funds, ETFS and Mutual Funds

In today’s article, I will steer away from the topics of economics and markets since it is equally important for investor to recognize a significant change in the S&P 500 Index when considering their investment decisions. Specifically, for...

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NAFTA & The Volatile Summer

NAFTA & The Volatile Summer

It has been an interesting summer to say the least. On one hand, the markets in North America (Canada and US) have been thriving and economies have been robust. For example, Consumer confidence soared in August and hit a new cycle high. Second...

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Trump, Trade-Wars and Tariffs!  What’s Going to Happen with our Stocks?

Trump, Trade-Wars and Tariffs! What’s Going to Happen with our Stocks?

In the past week, The Trump Administration stated that it will impose a 25% tariffs on up to $50 Billion of Chinese goods in response to alleged intellectual property and technology theft, and other unfair trade practices. Specifically, the US...

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Is the Yield Curve Pointing to the Next Recession?  A Look at Advanced Investment Strategies for New Investors

Is the Yield Curve Pointing to the Next Recession? A Look at Advanced Investment Strategies for New Investors

When investing, many investors pay attention to common economic indicators to determine the direction of the market. For example, they look at statistics like the unemployment rate, inflation rate, and GDP growth rates.  While these are good...

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Integrating Small Cap Equities in Your Portfolio – Follow-up from the Global Chinese Financial Forum Vancouver Conference

Integrating Small Cap Equities in Your Portfolio – Follow-up from the Global Chinese Financial Forum Vancouver Conference

I was fortunate to participate in NAI’s Global Chinese Financial Forum last weekend as one of their keynote speakers. It was an amazing event that was filled with many up-and-coming as well as publicly listed innovative companies. I had the...

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It’s Been a Wild Couple of Weeks for Investors – Trump Tariffs and Facebook

It’s Been a Wild Couple of Weeks for Investors – Trump Tariffs and Facebook

Over the last two weeks, the markets faced a sharp decline. During these times, the initial reaction of retail investors is to sell-off all of their equity holdings in fear of another market crisis or recession. This is a very natural behavior...

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6 Common Myths Preventing You from Investing Correctly

6 Common Myths Preventing You from Investing Correctly

In dealing with clients, I have heard all of the excuses for not investing into the stock/bond market. These excuses are often caused by the market myths that are out there in the public. In today’s article, I will discuss some of these myths and...

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7 Major Risks of Investing in Bonds

7 Major Risks of Investing in Bonds

In last week’s article , I discussed the different investment options that are available for individuals that are seeking income generation from their portfolio. Specifically, I mentioned that bonds are not as conservative and “risk-free” as many...

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Deriving Passive Income in your Portfolio

Deriving Passive Income in your Portfolio

Everyone saves during their working years with the intention of building a nest egg for their retirement. The goal is to use the capital effectively and generate a reliable source of income to support their day-to-day living expenditures, travel...

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Fundamentals of Investing in Equities | Joseph Tang, Investment Advisor at BMO Nesbitt Burns

Fundamentals of Investing in Equities | Joseph Tang, Investment Advisor at BMO Nesbitt Burns

Over the years of working with clients, their initial response to hearing the word “stocks” or “equities” is “that is a super risky investment option”. This is the doing of marketing and news media (thank you very much for your “contributions”)...

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