investment ideas

-iShares 20-year Bond etf, symbol TLT
Bonds are significantly more oversold beneath their long-term 200-day moving average than at any time in at least the last 15 years (after warning of QE tapering)
-Bonds typically rally when the economy is weak
-S&P 500 extremely overbought above its long-term 200-day moving average, while sentiment for bonds is at high levels of pessimism, and are extremely oversold beneath their 200-day m.a.
Sy Harding

-Australia stocks (ETF: EWA)
-economy is built on resource demand, from both developed and emerging markets around the globe.
Martin Hutchinson (Money Morning)

-Brazil, emerging Asia
- emerging market stocks “have been hit hardest by the fear of the taper”. This suggests “that’s the place to go looking for bargains right now.
John Stepek (Money Morning)

impact of stronger USD-MYR

positive for: gloves, plantations, timber
negative for : auto, media, power, borrowings in usd

investment ideas

from Money Morning:

• Japanese propoerty
• lower potash price good for farmers, India
• lead, zinc 
• green ships (Rolls royce)
• Argentinian farm
• mining sector on China turnaround  
• Brazil IBZL
• South Korea
• Japan
• Russia