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Investment Ideas For 2011

>> Tuesday, January 11, 2011

After reviewing reports for the outlook for year 2011, I noticed a central theme.

1. Most of them are overweight on equity as compared to bonds.
2. Indonesia and Thailand has experienced phenomenal growth and might not be able to repeat it into 2011. China is neutral due to tightening measures. India and Korea has also did well in 2010 and may continue to outperform in 2011.
3. It has been 10 years since the dot com bust and there is a resurgence of optimism about technology.
4. Taiwan seems to be a favorite due to its technology sector and close links with China.
5. Commodities continue to give mixed signals so it is better to remain cautious.
6. Currency-wise, emerging market currencies to continue to strengthen.

Instead of chasing after yesterday's winners, it is more important to be forward looking and grasp tomorrow's winners.

Looks like the crystal ball analysts are on a consensus that the theme for 2011 is technology.
And countries that will benefit most from it will be Taiwan, Korea and India.

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