最新文章
文章分类
归档
2013 (2)
2014 (38)
2015 (1)
2016 (1)
2020 (1)
正文
Most crowded now is Japan Index, Tech, and Financials.
Japan Index was the most successful index in 2013. But as for now, all people are betting a continous move up. So be cautious.
FB/TWTR/TSLA/NFLX are largely over-valued. They could easily drop by 20-30% in 2014. YHOO/MU etc. are also not cheap. AAPL/GOOG are reasonable priced. Overall, tech is also one crowded sector.
Financial is also one sector that many fund managers are concentrating on.
Emerging market and Briazil market are most hated index. So as a contrarian, investing in this area could give you better return in 2014. Maxico is also one country that is on the rise. Invest in Maxico is more or less like China 30 yrs ago.
Japan Index was the most successful index in 2013. But as for now, all people are betting a continous move up. So be cautious.
FB/TWTR/TSLA/NFLX are largely over-valued. They could easily drop by 20-30% in 2014. YHOO/MU etc. are also not cheap. AAPL/GOOG are reasonable priced. Overall, tech is also one crowded sector.
Financial is also one sector that many fund managers are concentrating on.
Emerging market and Briazil market are most hated index. So as a contrarian, investing in this area could give you better return in 2014. Maxico is also one country that is on the rise. Invest in Maxico is more or less like China 30 yrs ago.
评论
目前还没有任何评论
登录后才可评论.
