Remain Calm - What You Should Do Now Remain Calm - What You Should Do Now?  Periods of extreme market volatility can be testing for even the most experienced investors. However it is important to separate the fact from fiction. Long term investors should focus on importance of investing in high quality stocks with solid business models.  Why Markets Are Falling? Following a Christmas rally, the Australian market has fallen -5.4% so far this year following global moves. The sell-off has been driven by renewed fears around the strength of the Chinese economy, and given Australia’s reliance on China as a trading partner parts of the market have been hit particularly hard. As we mentioned earlier this week we believe the sell-off is excessive and are looking for opportunities to buy quality stocks at cheap prices. Portfolio Positioning We have been wary of materials and energy for some time given the problematic supply and demand imbalances the sectors currently suffer from. These sectors have been hit...