マーク・ファーバー。メタル、農作物、新興国、最後に日本株
このスイスの爺さんはなかなか鋭いのでとても参考になる。チェンマイ在住だが、NINJA300はチェンマイ滞在時に一度も話したことはない。一度位は会っていると思うのだが、残念だ。
日本株は確かに上昇トレンド入りした(参考記事)。欧州人にもかかわらず、それをチェックしているとは流石である。
What bargain hunters should be looking to invest in
Wednesday, September 27, 2017
Buy low sell high ? Opportunities for price appreciation could be found in Agriculture, Precious Metals, Emerging market stocks.
"Relative to everything else, I think precious metals are not terribly expensive. I think agricultural commodities are inexpensive. I think are emerging markets, some of them have performed superbly this year, by and large there is better value in the emerging markets than in the US.
One market that has lagged behind just about everything is the Japanese stock market. It's just broken out on the upside recently. I think in the last few months of this year, we could get a big move in Japanese stocks on the upside."
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