- China slowing down
- weaker British pound
David Stevenson, Associate editor, MoneyWeek
- India
- junior gold stocks
- silver
John Stepek, Editor,MoneyWeek
January 31, 2012
January 21, 2012
market view
- move from emerging market currencies to dollars
- keep in Indian currencies if you must
- buy gold
Merryn Somerset Webb, Editor-in-chief, MoneyWeek
- oil prices to fall
- Europe and Japan is looking cheap
- short AUD
John Stepek, Editor, MoneyWeek
- gold price $1900 end of 2012, or 2013
Dominic Frisby
2012 themes:
attractive - treasury bonds, quality dividend stocks, small luxuries, consumer staples and foods, dollar against euro/aud/canadian, healthcare providers, rental apartments, productivity enhancers, north american energy
unattractive - developed country stocks, home builders, house prices, consumer discretionary, consumer lenders, banks, junks bonds, emerging country bonds, emerging market stocks, commodities price, old tech capital equipments producers
Gary Schilling
- keep in Indian currencies if you must
- buy gold
Merryn Somerset Webb, Editor-in-chief, MoneyWeek
- oil prices to fall
- Europe and Japan is looking cheap
- short AUD
John Stepek, Editor, MoneyWeek
- gold price $1900 end of 2012, or 2013
Dominic Frisby
2012 themes:
attractive - treasury bonds, quality dividend stocks, small luxuries, consumer staples and foods, dollar against euro/aud/canadian, healthcare providers, rental apartments, productivity enhancers, north american energy
unattractive - developed country stocks, home builders, house prices, consumer discretionary, consumer lenders, banks, junks bonds, emerging country bonds, emerging market stocks, commodities price, old tech capital equipments producers
Gary Schilling
Subscribe to:
Posts (Atom)