At the moment you should buy Russia and not buy China. I still own China, I am still bullish but if you are looking for something to buy, Russia is still very cheap. Russia is one of the most hated markets in the world, it is very, very hated as you know.
Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.
Friday, April 28, 2017
Why You Shouldn't Buy India Right Now
The Indian stock market is not cheap. I do not like to buy things that are going straight up, making all time highs. As I have seen many times in my life, when people jump on a moving train, you are probably going to get hurt. (iShares MSCI Emerging Markets Index ETF (EEM))
Wednesday, April 26, 2017
Indian Stock market: "I Should Have Been More Patient"
I should have been more patient. Mr. Modi told us he was going to get it done, I would have stayed around: "Jim Rogers is repenting he sold India early; but will stocks still deliver?"
Related: WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM)
Related: WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM)
India: I Should Have Stayed Around
Where I have made a mistake was that Mr. Modi campaigned that he would do all sorts of reforms, but for some time he did nothing. I was disappointed by his inaction and so I sold out my Indian shares. I should have been more patient. (WisdomTree India Earnings Fund ETF (EPI), BSE Sensex)
Monday, April 24, 2017
Not Jumping Into Markets Making All-Time Highs
I own markets like Japan (iShares MSCI Japan ETF(EWJ)), China (iShares FTSE/Xinhua China 25 Index ETF (FXI)) and Russia (Market Vector Russia ETF Trust (RSX)) that are not making all time highs and if the rally continues I hope I make a little money as well but I am not jumping into markets making all time highs.
Indian Stock Market: Not Wise To Jump Into A Moving Train
The Indian stock market is not cheap. I do not like to buy things that are going straight up, making all time highs. As I have seen many times in my life, when people jump on a moving train, you are probably going to get hurt. (WisdomTree India Earnings Fund ETF (EPI), BSE Sensex)
Friday, April 21, 2017
The Next Economic Crisis
When the next crisis comes, it is going to be the worst in our lifetime and I am probably older than you are, it is going to be the worst crisis in my lifetime.
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