market views

-we favour pharmas (strong FCF, low correlation to global GDP),  telecomms (high yield, EM growth), IT (dividend hikes)
- financials in Europe (well capitalised and low PE)
Gary Motyl (Templeton Global Equity Group)

- equities will fall 50%, stay short between early 2012-late 2013
- safety in bonds
- favours healthcare stocks and EM (accumulate after 2013 or 2014)
- deflationary decade ahead

- China is the last great bubble, of which bursting will cause global deflation and EM downturn
Harry Dent (The Great Crash Ahead)

-oil could fall basedon fundamentals (but watch Iran)
- industrial metals set for fall
-expect more panic in Europe as Spanish house prices tumble
John Stepek (MoneyWeek)

market view

Indian stocks are cheap right now, especially smaller-cap stocks
- DailyWealth

Singapore Stock Market is the World's Biggest Bargain
- Martin Hutchinson, Money Morning

political risk in the Middle East has increased significantly with war between Iran and Israel “almost inevitable”, and precious metals and equities investments offer some safety.
-Marc Faber

our copper/oil indicator is sending out a warning signal that world equity indices could soon be heading south
- David Stevenson, The Fleet Street Letter

Japanese stocks are set to soar
-James Ferguson, Moneyweek

Spain is the next big problem for the eurozone
- John Stepek, Moneyweek

market view

SP500: 55dma crosses down through the 21dma - sell
for now the trend is up

For now the bond market is telling me that the inflation trade - or that risk - is back on. That means that cash is not the place to be, but assets - be it gold, equities or commodities - are.

-Dominic Frisby, Money Morning

investment ideas

Emerging Markets dividend stocks - WisdomTree Emerging Markets High Yielding Equity ETF (NYSE: DEM).
-Martin Hutchinson, Money Morning


"war in the region might persuade Iran to shut down the Strait of Hormuz, something it’s threatened several times before. As 40% of the oil barrels shipped around the world has to travel through the Strait, crude prices could be sent skyward."
-Matthew Partridge, Money Morning

when looking for safe haven, Yen becomes strong
When Yen is weak, Japanese stocks become strong
Japanese stocks are cheap
-John Stepek, Editor, MoneyWeek


Canada’s house price bubble is set to burst
Short the Canadian dollar
A huge drop in demand for commodities seems well underway
Short the Austalia dollar
-David Stevenson, Money Morning

India is the place to be in 2012
-Cris Sholto Heaton

market view

- China slowing down

- weaker British pound

David Stevenson, Associate editor, MoneyWeek 

- India
- junior gold stocks
- silver
John Stepek, Editor,MoneyWeek

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

property investing in Malaysia

Ways to make money from property investment:

1. discount from developer
2. rental return- completed medium cost apartments; 7-8% pa; poor appreciation; timing not needed; tenant management
3. capital appreciation - completed landed homes; poor rental return 3-5%; good appreciation 5-10%; timing important
4. commercial properties (shoplots, offices) -rental 6-8% pa; good appreciation 5-10%; location important; for wealthy individuals
5. raw land development
6. plantation
7. orchards/ecofarms
8. property development
9. buy basic or run-down house - refurbish
10. abandoned/haunted house
11. auctions
12. accessibility being upgraded - OKR, Kesas, Guthrie
13. area with new projects
14. residential convert to commercial - main roads with conversion potential
15. student accomodation - near LRT
16. flipping
17. bird nest farming

(Source: Milan Doshi)