Saturday, June 16, 2012

Asia Investment Guru Hu Li Yang’s Predictions On Europe

5 JUNE 2012
Asia Investment Guru Hu Li Yang’s Predictions On Europe
By Daniel Loh

If you had came for Asia’s leading investment leading guru Hu Li Yang’s seminar last September, you would recall that he talked about the Europe situation. Ten months later, his predictions did seem to come true.

Last September, he urged all of us not to worry about the European crisis. It is in fact a golden opportunity to go into the market. Indeed, this January, the Dow Jones Industrial Average reached a new height since 2009 and the European crisis seemed behind us.

At that time, he mentioned that the stock market in year 2012 will continue to have potholes for us to fall into. “Do not expect a smooth sailing journey all the way to elections. There will be bumps along the way.” And yes, he got it right again. Just when we expect the Dow to continue its first quarter’s marvelous run, the second quarter put a sudden halt to it.

Europe’s problems came back again. China’s slowdown became a major concern which caused oil prices, commodities, energy and industrial sector stocks related to China to decline sharply. All stocks related to China, whether they are listed in Singapore or US, went down. Suddenly, the US also seems to be facing economical uncertainty with three months of continuous shortfall in employment figures. Even the famous fast growing BRIC nations, Brazil, Russia, India and China were forced to cut interest rates to save their economy. China, being the latest to join the crowd, would likely decrease interest rates this month.

Of course, will all these troubles eventually lead to a recession?
Will the problems of Italy, Spain and Greece bring down the world? Hu does not think so. This problem will be solved. In fact, last year, Hu had predicted how the Eurozone will shape up. He even drew the idea from the story of how Romans fought the war in the past. There was a time where the Romans would tie up eight horses together to enhance their fighting capability. Gradually, they found out that although eight horses did increase the capability, when one horse got sick, it would affect the rest of the seven. Mobility was compromised. Hence, the Romans began to reduce to four, and later to two.

Hu said, “This is identical to the European problems. The way to solve it, is to kick out the incapable nations. Those ill horses. One by one. Until the capable ones are left behind. He predicted that Europe would do it within the next two years.”

Again, it does seem very likely now as Greece may be the first country to be axed. With this weekend’s election, we seem to have accepted the fate of Greece to rest in the hands of the opposition. It is also no secret that the opposition might not want to accept EU’s terms and regulations. With each passing day, we are growing more accustomed to the fact that Greece might be out soon.

Will Greece’s exit lead to a collapse in the European Union?
Hu thinks otherwise, “Greece’s exit will be good. The only best solution now is to eliminate the weakest horse. It will be painful but that is still the best situation.” Only then, we may see the Dow reach its glorious all time high of 14,198 points by this year.

Perhaps we should pray and hope that Greece exits fast.

Source/Extract/Excerpts/来源/转贴/摘录: http://www.sharesinv.com
Publish date: 15/06/12

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Warren E. Buffett(沃伦•巴菲特)
Be fearful when others are greedy, and be greedy when others are fearful
别人贪婪时我恐惧, 别人恐惧时我贪婪
投资只需学好两门课: 一,是如何给企业估值,二,是如何看待股市波动
吉姆·罗杰斯(Jim Rogers)
“错过时机”胜于“搞错对象”:不会全军覆没!”
做自己熟悉的事,等到发现大好机会才投钱下去

乔治·索罗斯(George Soros)

“犯错误并没有什么好羞耻的,只有知错不改才是耻辱。”

如果操作过量,即使对市场判断正确,仍会一败涂地。

李驰(中国巴菲特)
高估期间, 卖对, 不卖也对, 买是错的。
低估期间, 买对, 不买也是对, 卖是错的。

Tan Teng Boo


There’s no such thing as defensive stocks.Every stock can be defensive depending on what price you pay for it and what value you get,
冷眼(冯时能)投资概念
“买股票就是买公司的股份,买股份就是与陌生人合股做生意”。
合股做生意,则公司股份的业绩高于一切,而股票的价值决定于盈利。
价值是本,价格是末,故公司比股市重要百倍。
曹仁超-香港股神/港股明灯
1.有智慧,不如趁势
2.止损不止盈
成功者所以成功,是因为不怕失败!失败者所以失败,是失败后不再尝试!
曾淵滄-散户明灯
每逢灾难就是机会,而是在灾难发生时贱价买股票,然后放在一边,耐性地等灾难结束
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