Monday, February 16, 2009

SOS Asset Classes


What type of asset classes should we invest in the next 10 yrs?



  1. precious metals like gold, silver, platinum

  2. industrial metals and its raw materials such as aluminium, copper, nickel, iron ores

  3. crude oil

  4. agricultural products such as soya oil, crude palm oil, coffee, sugar, cotton, etc

  5. equity or stocks

  6. currency like yen, euro, swiss franc, australian dollars

  7. property

  8. bonds

  9. cash or deposits

  10. derivatives like index futures, ETF, interest swaps, currency options etc

Last 10 years, US over consumed and Asia + BRIC over produce


Last 10 years Asia + Brics equity market did better than US


Currently, Asia + BRIC equity market drop about 60 percent to 70 percent and US market drop about 45 percent.


Next 10 years


Commodities will outperform equity


Pick your own asset class, diversify

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