Making a big bet on China
Look for Chinese stocks to take off towards the middle of september.
- Price of oil will stabalize at 100 going into the winter months which will reduce transport costs
- US $ will appreciate vs. Chinese $ helping exports
- Chinese stock market is currently worlds worst performing stock market (losing 60% since last october), most bear markets run less than 1 year
- I will be focusing on utilities, telephone/cable/internet companies, and infrastructure companies