Monday, August 8, 2011

So, Where Do We Invest Now?

When I woke up this morning, I witnessed the faster-than-gravity falling of the stock markets all over the world.

But while everyone is trying to sell off their stock holdings, I was looking around for bargain hunting.

Top of my list is :

1)  HSBC -  this bank is the number 1 bank in the world during the Lehman crisis that shook the world in 2008.  This is very significant to investors like me.  IT means that this bank has made it well during crisis, it means that they have done due diligence during the good days compared to other global banks. Im buying this at $70.

2) Bank of China -  Bank of china is one of the biggest bank in China. They own majority of the shares of Chiyubank and has performed nicely in the previous years.  Their books look good.  Banks in china are government controlled, and I do believe the China government will not leave this bank in shambles.  Besides, the treasure chest of China is just overflowing.  I may buy this at $3 - $3.10

3)  Odyssey Asia Pacific High Dividend Fund -  Majority of this fund has exposure to Australian stocks and it closely resembles MSCI Asia Pacific ex Japan.  I like this fund because , not only do you gain profit from the blue chip companies of Australia, you also gain from their currency valuation.   I previously bought this at the low of 9.2.  Sold it at 10+.    It went as high as 10.8.    Now, I like to buy more at 9 to 9.3.   There are companies in Asia  that are undervalued and badly influenced by the U.S. Economic crisis.  When the crisis subsides, these companies will be up for grabs again by investors.  Minimum investment is $5000.

4) Pictet Premium Brands -  People will always be greedy.  People will always want to keep up with the Jones'.  So here's a toast to them.  To all the wives who purchased those $10,000 worth of Hermes bag, and to all the men who purchase those $2,000 worth of LV bags for their mistresses, let the insanity of materialism ensnare you to continue filling up the pockets of the investors.  And for us , little investors, let us take the crumbs of profits from the investors by investing in funds with exposure to luxury brands like hermes, LVs, BMW, etc. at Pictet Premium Brands.  Minimum investment is $1000. Let's buy this at 100.

5)  Value Partners High Dividend Stocks Fund - this fund is incorporated in the Cayman Islands and invests primarily in a portfolio of relatively higher yielding debt and equity securities in the Asian region.  This was given a 5 star rating by Morning Star.  Minimum investment is $10,000.  Let's buy this at $50-$52


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