Applying Economic Data for Stock Analysis by Pauline Yong

RM260.00

Date	24 September 2024
Time	9.00am – 5.00pm
Venue	Online
CE/CPE/CPD	10 CE Points / 10 CPE Points / 8 CPD Points
Facilitator	Pauline Yong

SKU: N/A Category: Workshops

Asset prices are commonly believed to react sensitively to economic news. One of the favorite tools for fund managers is the Global Macro Strategy which bases the fund’s holdings primarily on the overall economic and political views of various countries or their macroeconomic principles. Holdings may include long and short positions in various equity, fixed-income, currency, commodities, and futures markets. Retail investors often trade with economic indicators and apply them as their investment strategy that helps to take advantage of past events, trends, and predictions for the future of the financial markets. Many external factors can have an impact on the global markets, including interest rates, inflation, unemployment, and many more. This course discusses the relationship between macroeconomics and the financial markets.

Learning Outcome

By the end of the course, participants will be able to:

Describe the goals of macroeconomic objectives
Identify the fiscal and monetary policy tools;
Identify the Business cycle models and investment
Understand the Current Asset Pricing Movement
Apply macroeconomic data to the financial markets via research reports
To conclude whether there is forecast power of the macroeconomic variables in financial markets

Learning Outline

li>Understand the power of positive thinking and mindset change.

8.30 – 9.00 am	Registration / Pre-Assessment
9.00 – 9.30 am	Goals of Macroeconomic Objectives To study the aims of macroeconomic policies To identify the current global macroeconomic trend
9.30 – 10.30 am	Identify the fiscal and monetary policy tools; To differentiate between fiscal and monetary policies To illustrate this using the Aggregate Demand and Aggregate Supply Model Macro vs. micro data Policy decisions Key economic indicators Lead indicators
10.30 – 10.45 am	TEA BREAK
10.45 – 11.30 am	Identify the Business cycle models and investment Identify the link between the macro economy and securities markets using a business cycle-based investment model. Macroeconomic measures throughout the cycle Understanding where we are in the cycle Asset class performance throughout the cycle
11.30 – 12.30 pm	Understanding the Current Asset Price Movement Markets are studied using price charts. The historical movements are discussed alongside macroeconomic developments. Financial markets such as Equities, Commodities, and Forex will be discussed
12.30 – 2.00 pm	LUNCH BREAK
2.00 – 3.30 pm	Applying Research Reports Current research reports are discussed in class. The structure and aim of the different reports are scrutinized. Participants are tasked with discussing the path of prices for different markets over the short and medium term using both research reports and price charts. Case studies
3.30 – 3.45 pm	TEA BREAK
3.45 – 4.45 pm	Forecasting Using Macroeconomic Variables To review the published research reports on the predictability of macroeconomic variables
4.45 – 5.00 pm	Q&A Session Questions and Answers session for final clarifications

Facilitator

Pauline Yong Tung Fong is a CFP® (Certified Financial Planner) and a licensed financial planner with Security Commission license CMSRL and Bank Negara licensed Financial Advisor Representative (FAR). She started as a research analyst, and she is a lecturer in economics, finance and banking for 25 years. She is also the course facilitator for the Financial Planning Association Malaysia (FPAM) CPE courses since 2017. She published 5 investment and financial planning books and currently a regular writer for various magazines and newspapers. Currently, she is a regular commentator for City Plus FM radio station for stock market outlook. She received her MBA in Finance from University of Leicester, UK and her BBA (Hons) in Finance from York University, Canada. In addition, she is also a certified chartist (CFTe) in Malaysia, a member of the Society of Technical Analysis (STA) UK and had passed the CFA Certificate in ESG.

Currently, Pauline holds the position of Immediate Past Chapter Chairperson for FPAM Johor Chapter.

Over 25 years taught over 200 large scale corporate courses
Accumulated over 50000+ students
Audience: CEOs, bankers, fund managers, financial planners, university students, SME owners
First Woman Certified Chartist (CFTe) in Malaysia (2013).
National best-selling author for 3 books since 2006 (I love Stocks, I Love Financial Planning and I love Trading)
Published 5 English books, and 1 Mandarin book, sold globally since 2005
Bursa Malaysia appointed speaker 2018 – present
FPAM appointed course facilitator since 2017
FPAM Johor Chapter Chairperson 2021 – present
CEO and Founder of Sigma Wealth Sdn Bhd (Alpha Academy) since 2004
Philip Wealth Planner Top Producer 2020 – 2021
Frequent judge and lecturer at Victoria University Australia since 2015
Industry advisor for UTM (Robo Advisor)
Guest speaker at Women Institute of Management Malaysia 2011-2013
Weekly Stock Market Commentator for City Plus FM 2017 – 2020.
Interviewed by BFM Radio, City Plus FM
Feature writer for Smart Investor, Focus, Money Compass, Citta Bella.
She runs her own blog as a stock commentator and investment guru since 2008, and runs her own YouTube Channel in sharing about her investment and financial planning knowledge

Terms & Conditions

Registration is on a first-come-first-served basis, only 30 seats are available.
Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
Confirmation is subject to receipt of payment before the workshop.
FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.

Frequently Asked Questions

1. How long will each physical/online program take?

Each physical/online program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.

2. Can I attend only half the sessions of the training?

You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.

3. Mode of payment?

We accept payment by credit/debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).

4. How secure is shopping? Is my data protected?

Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.

5. Who should I contact if there is any transactional issue or problem purchasing any product/service?

Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.