Post-COVID-19 Investment Opportunities

[NoFOMO]

Commodities

 

[fergee]

Post COVID ideas imo would be the currently beaten down sectors like tourism and air travel, these will bounce back in the next 5 years, as there's a massive pent up demand for overseas vacations and travel. K.I.S.S.

 

[NoFOMO]

Post COVID ideas imo would be the currently beaten down sectors like tourism and air travel, these will bounce back in the next 5 years, as there's a massive pent up demand for overseas vacations and travel. K.I.S.S.

Yes agreed, but the market is already over priced with liquidity which from the Fed which lowers the USD or DXY as there's more of it. As it lowers real assets increase relatively...eg commodities, precious, realestate that's produces income or agricultural
Businesses as we knew them are possibly never returning.
As well as the failing US hegemony and dissolving base currency

 

[pozindustrial]

I have been an anti-vaxxer for a couple of years, on the fence for a few years before that. I believe that the drug companies have used their power to dominate medical decisions globally to make massive profits. They are humungous so might be worth investing in even though I am against them. They have successfully brainwashed medical professionals, hospital boards, govt. medical advisors etc so their dominance will continue for a long time. Similar to tobacco companies of the past.

 

[Knobby22]

I am thinking about a few companies which I haven't bought into yet so won't mention. I also think there may be a better opportunity to buy coming.

I am thinking companies that are doing OK but are not doing as well as before. Not the obvious plays.

Industrial companies that would be in a really good position once travel, sport, risky behaviour, company transition (software), and companies slowed by delays due to covid slowing things down end. They are still cheap.

 

[qldfrog]

I am thinking about a few companies which I haven't bought into yet so won't mention. I also think there may be a better opportunity to buy coming.

I am thinking companies that are doing OK but are not doing as well as before. Not the obvious plays.

Industrial companies that would be in a really good position once travel, sport, risky behaviour, company transition (software), and companies slowed by delays due to covid slowing things down end. They are still cheap.

india?
not china, can benefit from hot cold US china war, and sell us cheap crappy indian stuff to replace cheap crappy chinese stuff..obviously not yet at the computers and chip level but matter of time and west tech transfer
I started putting money into indian ETF..wait and see..PS I am not a great fan of indian but what else???

 

[Knobby22]

Nah, I

india?
not china, can benefit from hot cold US china war, and sell us cheap crappy indian stuff to replace cheap crappy chinese stuff..obviously not yet at the computers and chip level but matter of time and west tech transfer
I started putting money into indian ETF..wait and see..PS I am not a great fan of indian but what else???

Nah, I'm an ASX guy.

 

[qldfrog]

Nah, I
Nah, I'm an ASX guy.

IIND ETF on ASX
BTW, probably more Reset than covid effect but step by step, CBA/comsec is removing exposure to international markets..They have stopped enabling for as few European marketplace, belgian, spain, etc etc
SO indeed ASX it will be...