This week has been nerve-wrecking. After the FED lowered rates to 4.75%, signs of life erupted from the most conservative investors. Dow closed more than 300pts that day, with HSI closing close to 1000pts the following morning. With such positive gains, i expected the Chinese Index moving in the opposite direction (downtrending) - due to the "US decoupling effect". Nah...... the downtrend was not apparent enough to shack off the "chinese punters". The chinese are just too strong and cohesive and thanks to that, my portfolio has been moving upwards.
Was chatting with my colleague yesterday on the possible markets to invest in. We identified Thailand as a possibility; election or not, the market is still cheap and investible. With eyes on various environmental issues, i suspect an uptrend in environmental related funds. However, caution must be taken to pick funds with specific investment focuses you are familiar with. With natural resources drying up, food & agribusiness related investments will also create opportunities for many of us. :)
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