Ajay Kapur, global strategist at Mirae Asset Securities, says the infrastructure sector will benefit as the next 4-5 years will be driven by government spending and consumption. He also discusses his rationale for holding cash and physical gold.
Avoid Gold Miners
Just buy physical gold and avoid the gold miners, advises Ajay Kapur, global strategist at Mirae Asset Securities.
Bullish on Resources
Be cautious on the markets, and invest in short-term trades like resources, says Evan McQuire, director and head of equities at Halifax Investment Services.
Short-Term Opportunities Abound
Volatility is going to be a big feature in the months ahead, warns Douglas Isles, executive director at Pengana Capital. But he tells CNBC that there will be a lot of short-term opportunities in the markets. He reveals his stock picks in Asia.
Investors Should Stay Cautious
Jim Awad, managing director at Zephyr Management, and Ajay Kapur, global strategist at Mirae Asset Securities, say that markets are oversold but it is still too early to buy into equities. In the interim, seek high quality bonds, real estate, and conservative, dividend-paying stocks, suggests Awad.
Time to Stop Selling Stocks
Ajay Kapur, global strategist at Mirae Asset Securities, says the various leading U.S. indicators are in the bottoming process. As such, he is advising clients to stop selling equities.
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