Saturday, 26 July 2014

Achieving 20% upside in this market

This was the statement made recently by Mr. Mark Mobius, the executive chairman of Templeton Emerging Markets. You can read more about this piece of news from here. In fact, he also predicted that there will be 20% upside in the Chinese market in the same piece of news. It is not easy to find such an attractive upside in today's bullish market. When one mentioned the Chinese market, you will hear many stories about investors who had previously lost their money. Let's take a look at some of these data and numbers and make some intelligent analysis so that we protect our capital this time.

Wednesday, 23 July 2014

Maximum Pessimism - Where & What

This is a short follow up post from my previous one on 'An investment strategy from the greatest', basically to identify and share with the readers on which country, industry or even sector that is now facing the maximum pessimism in sentiment.
With the Dow Jones hitting all time high, it is hard to convince people to invest in areas where there is maximum pessimism. However, Sir John Templeton has shown to us that this has given him maximum profit, one just have to be patient enough.

Commodities - I am sure most of us are familiar with this, and many people associate this to gold and silver. There is actually others such as sugar, cotton, iron, ore, food, coal, etc. Commodities have been hit pretty bad and the sentiment is very bearish. Just yesterday, Credit Suisse has announced that it is exiting the commodities trading business. You can read the news here.

BRICS - Yes, BRICS again. I had written a post about Indonesia(which is one of the BRICS) some time ago. This time, I want to talk about Brazil, China and in particular Russia. Just not too long ago, there have many news article on the bearish economy sentiment in Brazil and China, due to the reduce in demand from commodities and possibly of real-estate bubble in the Chinese economy. Then now there is Russia, She has been in the news of late for the wrong reason. There has been allegations that Russia has a part to play in the crash of MH17. Due to this unfortunate incident, there has been call for further sanctions against Russia and it's stock market has reacted negatively.

So there you go, these are the gloomy spots in the bright all time high Dow Jones. Question is what, how and when to invest in these?

Related post: 

Sunday, 20 July 2014

An investment strategy from the greatest

As usual I was browsing the internet over the weekend looking for good readings and came across this old article about one of the greatest investor - John Templeton. As a value-contrarian investor, he was always on the constant look out for bargains to buy domestically in the US and as well globally in the emerging markets and Asia (which he was the first to invest in during his time). This legendary investor has left behind many of his investing values and philosophy, one of which is the '16 rules for investment success', which you can view from the Franklintempleton website.

Friday, 11 July 2014

A gem in Asia ??

The past few weeks have been pretty exciting, not from the stock market but from the world cup matches, especially the humiliating loss of the Brazilian team. A team that had been well respected to the extend feared by many teams, was defeated by such a huge score. This also send us a timely reminder that anything can happen, including a correction in the current market. Bearing all these uncertainty still, where else can still give us an attractive proposition?