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China is once again coming through with some good news. The oldest of old players, Japan is also not bad. We cannot forget South Korea as well. These three players are some of the active economic players in the world. We have got some source of stability. Frontier markets are in the initial stage of their economy and capital market developments. Some emerging markets and developed markets may have some volatility. Overall we may see gradual demand for some commodities. The trend has shifted in stock, commodity and currency market. Therefore new sectors, out of favour commodities, currencies and stocks including emerging stocks, currencies and commodities will lead markets in the coming years. Emerging markets will readjust again.
If we believe in stronger economic growth, then it is time to increase our exposure to the good commodity stocks.
As I said before I believe this is the time to identify the next most bullish markets, sectors, stocks, commodities and currencies before others.
The current environment has opportunity. We can see the extremes of undervaluation for commodity stocks and some emerging markets now.
I think that the commodity stock rally is just getting started, and they should outperform the broader stock markets at least for some selected commodities including emerging commodities.
Some emerging market stocks trade at attractive valuations relative to developed market equities. Some Chinese Stocks And Commodity Stocks Are Bargains now.
Value orientated contrarian investors may identify cheap valuations in emerging and frontier world including Indian and Chinese equities and commodity stocks combined with extreme negative sentiment and improving fundamentals.
During last couple of days we saw lot of activities in emerging markets including Indian market. Among Asian developed market we saw lot of activities in South Korea. Tapering will benefit commodity producers in Asia.
http://www.bloomberg.com/news/2013-...re-record-foreign-inflows-of-3-6-billion.html
South Korea Stocks Lure Record Foreign Inflows of $3.6 Billio
My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.
If we believe in stronger economic growth, then it is time to increase our exposure to the good commodity stocks.
As I said before I believe this is the time to identify the next most bullish markets, sectors, stocks, commodities and currencies before others.
The current environment has opportunity. We can see the extremes of undervaluation for commodity stocks and some emerging markets now.
I think that the commodity stock rally is just getting started, and they should outperform the broader stock markets at least for some selected commodities including emerging commodities.
Some emerging market stocks trade at attractive valuations relative to developed market equities. Some Chinese Stocks And Commodity Stocks Are Bargains now.
Value orientated contrarian investors may identify cheap valuations in emerging and frontier world including Indian and Chinese equities and commodity stocks combined with extreme negative sentiment and improving fundamentals.
During last couple of days we saw lot of activities in emerging markets including Indian market. Among Asian developed market we saw lot of activities in South Korea. Tapering will benefit commodity producers in Asia.
http://www.bloomberg.com/news/2013-...re-record-foreign-inflows-of-3-6-billion.html
South Korea Stocks Lure Record Foreign Inflows of $3.6 Billio
My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.