Tuesday, May 26, 2015

China and India can still grow faster than US

If China and India grow by 5 to 7 percent each year, it will be fine as this is better than what the US and UK can achieve.

Wednesday, May 13, 2015

Marc Faber on Taiwan, South Korea, Hong Kong

Taiwan is highly dependent on the technology sector where there is a slowdown. I am not too keen on Taiwan but I am aware that some strategists recommend Taiwan and South Korea with a view that they will perform similarly to Japan and rise slowly. This, however, is not my view.

As regards Hong Kong, there are some drawbacks but the valuations are relatively low. One can buy Hong Kong shares, Singapore shares and they would have a dividend yield of around 5%. So it is not terribly expensive. But I don't think that they'll shoot up by 100%. This year, Hong Kong is already up 20%.

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