Kde sa oplatí investovať?
Čína bude pravdepodobne miestom, kde sa v budúcnosti vo všeobecnosti očakáva pozitívne zhodnotenie akcií.
Don't listen to the knuckleheads on CNBC who warn that China will suffer along with the U.S. Sure, their markets will take some sharp hits when the U.S. markets decline, like they did yesterday.
But the fact is that America only buys about 19% of China's exports, so even a recession here won't have a major impact on China.
I'm telling you: China is where you're going to find the ever-elusive "ten-bagger" stocks ... the kind of shares that can hand you 1,000%+ returns.
Specifically, make sure you focus on what I call the "The C's": Construction and Cargo.
Construction: As I told you last week, the biggest construction boom known to mankind is going on in China right now. Skyscrapers, highways, bridges, railroads, dams, power plants, factories ... you name it!
The construction boom in Asia is going to last for decades, and the companies that are landing those contracts are raking it in.
Cargo: While intelligent people can debate who the big manufacturing winners are in China, one thing that is crystal clear is that those goods have to be shipped overseas. That's why the railroads, shipping companies, ports, containers, toll road operators, and truckers are making mountains of money.
Now, I'm not suggesting that you buy any of the stocks in these fields. As always, timing is everything. But those are the type of areas that will help you protect and grow your nest-egg during 2008 and beyond.
Zdroj: MM
05.02.2008
