Meeting

9th November 2010

 Agenda

• The agenda for this weeks meeting:

1. Welcome and introduction

2. The week in review
3. What's happening with the Dollar?
4. Presentation of sectors and rules of fund
 Objectives

• To develop and broaden understanding of financial markets,

business and research.
• To provide a forum to discuss current economic events and their
impact on investing.
• To allow students to become actively involved in investing by
developing a strong theoretical understanding and putting it into
practice.
• To share knowledge, insights and personal trading and investment
experience.
• To promote and develop interpersonal and presentation skills.
• To enable networking between students throughout the University
who share an interest in finance, business, economics and/or
investing.
The Week In Review
02/11/10-09/11/10
 Quantitative Easing 2 (QE2)
• US Federal Reserve to inject $600 Billion into the US economy.
• Government to buy long-term securities.
• The yield on 10-year Treasury notes rose from 2.54 to 2.58 per cent.
• The move is probably the last chance to boost economic growth.
• Quantitative easing is a way for the Fed to boost the economy by
driving down long-term interest rates when short-term rates are
already at zero.
• Many economists question how much the Fed can boost the
economy when households are saving to compensate for the lower
value of their homes.
• Some also fear the effect on the rest of the world should QE2 cause
the dollar to fall further.
• US Midterm Elections
• Republicans seize control of the House of Representatives
• Democrats keep control of the Senate
• Low taxes-small government campaign movement known as the Tea Party has helped the
Republicans to big gains

• Merapi volcano forces cancellation of flights

• Several airlines have temporarily suspended flights between Singapore and Jakarta because
of volcanic ash spewing from Mount Merapi in central Java.
• Among those affected were Singapore Airlines, Japan Airlines, Malaysia Airlines, Lufthansa
and Cathay Pacific.

• Qantas CEO: Oil leaks in 3 engines of its A380s

• Australia's national carrier grounded its six double-decker A380s
• Engine burst minutes into a flight from Singapore to Sydney last week, scattering debris over
Indonesia's Batam island.
• Shares in Rolls-Royce Group PLC slumped almost 4 percent to 568.5 pence ($9.18) Monday
morning on the London Stock Exchange. They lost more than 5 percent last week after
Thursday's in-flight incident.
 Presentation

• Stefan – What is happening with the Dollar?

 Investment/Trading Rules
• All stock transactions must be authorised by society members voting at the meeting
following the completion of all recommendations.

• Results of the vote must be validated by at least 2 committee members for validity.

• Three sectors pitch one stock per meeting, with sectors pitching every 3 weeks.

• Each recommendation should follow a standard format when presenting and 2

recommendation forms must be completed (Standard stock recommendation forms with be
provided).

• Stock should be recommended with the intention of holding long term (2-3 years).

• Investment fund should not be used for personal trading. However, personal trading
experience can be used in making stock recommendations.
 Sectors
Financial: Industrial:
•Thi Hoa Nguyen •Phil Mitchell
•Andrew Ndiangui •Kenneth Rae
•Zhe Zhong •Yihui (Jenny) Wang
•Yuan Tao •Li Pin

Tech, Media and Telecommunications:

Commodities: •Xiang Wu
•Salman Shariff •Sid Chaudhury
•Alex Raygorodetsky •Patrick

Oil,Energy and Utilities: Consumer Sector:

•Manish Bajaj •Calum Eydmann
•Turki Alkhalaid •Hanyu (Henry) Zhou
•Anish Wadhwa •Tafadzwa Mapfumo

Emerging Growth:
Forex:
•Raj Anandanesan
•Stefan Mihailescu •Dima Postolenko
•Yi (Edward) Hu
 Sectors Presenting Next Week
16/11/10

• Financial

• Commodities

• Oil, Energy and Utilities

raa00014@students.stir.ac.uk raj_a105@hotmail.com cae00004@students.stir.ac.uk