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gavinwang

gavinwang
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  • Why The Decade Of Dominance For Cyclical Investments Is Just Beginning [View article]
    May be I can add some color from another pespective of market dynamics in terms of style rotation. It can be argued that from 2007 onwards with the aftermath of financial crisis, growth stocks has been consistently outperformed the value ones until now, which is almost two years longer than the period of 2002-2006 when values take the lead. If history repeats itself making sense for most of us, being a contrarian instead of following the herd make even more sense this time around. Go to the value names since investors pay too much for growth after these years of growth dominance.
    Sep 3, 2012. 03:14 AM | Likes Like |Link to Comment
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