Global stocks were higher on Monday as investors kicked off the new month in a buying mood, lifted by speculation an EU deal over Greek debt could be reached. Mining stocks were outperformers as copper prices gained after the earthquake in Chile.
Experts told CNBC there are short-term buying opportunities in mining and energy stocks, as well as investment prospects in banks, media and telcos. They also advise investors to short the euro.
Opportunities in H2
There are good trading opportunities in the second-half of the year, says Mark Matthews, equity research at Macquarie Capital Securities.
Buy on Pullback
The recent market pullback is a strategic buying opportunity for long-term investors, says Fan Cheuk Wan, managing director and head of research, Asia-Pacific, at Credit Suisse Private Banking.
Upbeat on Banks & Media
Invest in high dividend stocks and commodities, says Joseph Poon, head at Macquarie Private Wealth Asia. He tells CNBC that he likes banks, media and telcos.
Miners, Energy Stocks Likely to Outperform
More positive U.S. data and news on Greece's debt bailout will lift risk appetite, and help miners and energy stocks to outperform over the next few weeks, says Geoff Beeston, investment advisor at Lonsec.
Bullish Gold, Oil Rangebound
Peter McGuire, managing director at Commodity Warrants Australia is bullish gold and silver over the longer-term and sees further upside to bulk commodities. He also gives his take on wheat and oil.
Recovery Not Across All Sectors
The generally positive reporting season reflects a recovery underway but it is not seen across sectors, says Greg Goodsell, equity strategist at RBS.
Caution on Asia
Investors are cautious on Asian markets as the greenback and Asian stocks have been inversely correlated throughout the last decade, says Mark Matthews, equity research at Macquarie Capital Securities.
Minimize Single Country Bets
Spread one's bets across the region to reduce single country risks, suggests Vasu Menon, vice president for wealth management (Singapore) at OCBC Bank. He tells CNBC that he is bullish on Asia in the medium term but markets will be volatile. Guest host Paul Donovan of UBS joins in the conversation.
Investing in China's Property Plays
The rally in Chinese property plays will be short-lived, believes Kris Li, senior property analyst at Shenyin Wanguo Securities.
Taiwan Markets to Remain Weak
Expect the Taiwanese market to remain weak till mid-April, says Seow Hock Hin, senior VP for institutional sales at MF Global. He tells CNBC how he is investing in light of this.
Short euro-dollar, says Jim Vrondas, manager for corporate business at OzForex.
Euro Under Pressure
Sean Callow, senior currency strategist at Westpac Bank says the euro zone's weak growth momentum and sovereign debt woes will keep the euro on a bearish footing.
Inflation with Stronger Growth Not All Bad
Signs of tightening in countries like India and China are cause for concern, says Vasu Menon, vice president for wealth management (Singapore) at OCBC Bank. He adds that it is not necessarily bad if rate hikes and inflation are due to stronger growth. Paul Donovan of UBS joins in the conversation.