Invest in the Year of the Dragon - RSA says

MANILA, Philippines - A major financial advisor group is encouraging investors to swiftly snatch every opportunity to grow their investments in the Year of the Dragon “without getting too aggressive.”

 The Rampver Strategic Advisors (RSA) is a financial advisor and broker to three major fund managers managing a combined 16 mutual funds.

“The dragon symbolizes such character traits as dominance, ambition and success. They are driven, unafraid of challenges, and willing to take risks. They are passionate in all they do and they do things in grand fashion,” RSA said.

A word of caution though is the 2012 is the Year of the Water Dragon reflecting a lot of fluidity and volatility.

The financial advisor said that it was cautiously optimistic about 2012 as problems in Europe and the US remain unresolved. Outlook for growth worldwide is dim as well. 

But the outlook for the Philippines is highly optimistic albeit guarded.

“The local economy may prove to be resilient as the government has the scope (i.e. healthy fiscal balance, lower rates, and PPP) to cushion side effects of a global economic slowdown. We view the Philippine Stock Exchange index (PSEi) to move higher in 2012 but the rise will not be uninterrupted. This is due to the continuance of the emotionally­driven investment backdrop and proliferation of external shocks,” First Metro Investments Securities, one of RSA’s sources of information, said.

A financial advisory group recommends investors focus on seizing market prospects without getting too aggressive by reviewing their financial objectives.

“Investors must be nimble for opportunities in the wake of adverse shocks, and always remain rational in making investment decisions,” RSA said.

It added that 2012 would be another milestone year for the active investor.

 RSA markets funds managed by the Philam Asset Management Inc. (PAMI), the Philequity Management Inc. (Philequity), and the First Metro Asset Management Inc. (FAMI).

The combined portfolio of 16 mutual funds allows the investor a wide range of investment options.

From fixed or bond funds, equity or securities fund, dollar-denominated or peso-denominated funds, funds invested in government or corporates issues, or funds invested in the Asian equity or bond fund.