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Market Tips: Long on Stocks, Gold; Upbeat on Bonds

CNBC.com
Friday, 28 Aug 2009 | 4:07 AM ET

Global stocks rose on Friday as confidence in a sustainable recovery grew. Experts tell CNBC to go long on recovery-focused stocks while shorting stocks which are prone to volatility because of news flow.

Buy Stocks for 2010

Investors should buy stocks for a 2010 recovery, not 2011, advises Matthew Kidman, portfolio manager at Wilson Asset Management.

Long America, Short China

Go long on the U.S. markets, but short China, says Jesper Koll, president & CEO at Tantallon Research Japan.

Valuations Will Come Down

The U.S. consumer will spend less and save more, and that will have an impact on stock prices, says Michael Yoshikami, founder, president, and chief investment strategist at YCMNET Advisors.

Short Forex & Equities

Expect equity and forex markets to gain in the short-term, says Robert Rennie currency strategist at Westpac Bank.

Dollar Soggy for Next 6-9 Months

Richard Grace, chief currency strategist at Commonwealth Bank of Australia, says short-term depreciating forces such as deflation and a poor sovereign outlook will weigh on the dollar but it will start to rise when the Fed raises rates, likely in the second half of 2010.

Positive on Asian Bond Markets

Pieter Van Der Schaft, head of Asian local rates strategy at HSBC is positive on the Asian bond markets. He discloses his top picks within this space.

Include Commodities in Your Portfolio

Investors should include commodities and fixed income into their portfolios, says Michael Yoshikami, founder, president, and chief investment strategist at YCMNET Advisors.

Long, Not Short on Gold

Buy gold in the long-term, not short term, says Ben Clark, private client advisor at TMS Capital.

Palm Oil Prices to Climb

Palm oil prices are set to climb, says Nirgunan Tiruchelvam, equities analyst at RBS.

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