“There are plenty of companies that you can buy today, which are not researched or covered by brokerage houses,” said Saxena. “Within small and mid caps, you have companies where the P/E ratio is low and have high earnings growth and revenue growth.”
About 40-45 percent of his clients’ funds are allocated to such companies in China, he added.
Saxena also favors precious metals and has about a quarter of the assets managed on behalf of clients parked in gold, silver and mining companies.
Included in his portfolio is the energy sector. Saxena believes a worldwide energy shortage and a flood of cheap paper money across the globe will cause oil prices to climb.
“Research reveals that supply for conventional crude oil is peaking on a global basis,” he explained. “Within the next three to four years, world consumption will exceed available supply.”
So how far can oil go? Saxana expects the price of oil to rise “remorselessly over the next two to three years.”
“We think it could go past $147 a barrel within the next five years,” he said.
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