Panic! Time to sell? No! Let’s face it. The world is in a state of panic right now. The news is bad and has been for a while. Now is the time to look around at the carnage and find assets that are fairly priced, perhaps pay dividends and are positioned for a rebound. Believe me, the rebound is coming
China, the United States and many other countries have unveiled a slew of stimulus packages aimed at reviving their economies. These proposals should see a huge bump up in infrastructure spending. If that's the case, why are many of these companies doing so poorly in the stock markets? What's going on?
As we enter 2009, we are overwhelmed with headline after headline talking about the disasters that await us. China will slow, credit will not flow, the United States is heading for economic ruin, etc., etc., etc. Well, I am here to dispel some of the panic and share with you our strategy in Asia for investment success.