Time to invest in neglected sectors, neglected markets globally.
I think we will see best bullish market outside emerging market although analysts bullish on emerging markets. Remember Peru became the best market in the current year. There are opportunities even in the USA.
http://www.bloomberg.com/apps/news?pid=20603037&sid=at4Zs7mrLfBM
Emerging-Market Rally to Extend to 2010, Praveen Says (Update2)
Emerging-market equities, heading for their best year in a decade, will lead a first-half advance in global stocks in 2010 as export and domestic demand pick up, according to Prudential International Investments Advisers LLC.
John Praveen, chief investment strategist at Prudential, said he is “underweight” U.S. stocks for the first six months of 2010 and is advising investors to switch from emerging markets to American equities in the second half. Benchmark indexes in China and India, up more than 50 percent in 2009, will rise between 20 percent and 25 percent next year, he said.
Additional Information:
Why do some top investors including top investment banks like to invest in neglected sectors globally now?
Is it due to demand in the future? Is it due to cheap? Is it due to demographic changes?
I think all of above.
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