James Lewis

Time to Hop Back Onboard the Asia Express?

As the market stands there are a lof of fundamental bargains that value investors would feel comfortable buying. There are also a lot of overvalued stocks with fake accounting skeletons in their closet. Its a stock pickers market. Margins are being squeezed by in inflation in a lot of market sectors but there are also a number of companies that will benefit from RMB revalution.

I also believe that prices will go up in China in every sector, this will increase margins. If demand does not wane as prices move up. I think that a lot of chinese companies will have a good year. Especially with the olympics around the corner.

The Olympic may have started today...
Lets see if we can get higher than 3000 in the next few weeks.