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samudra
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Joined: December 23rd, 2002, 2:48 pm

The next bull runs

September 2nd, 2015, 1:38 am

As things stand we face stock market fall and probablyrecession over next few years.But offcourse recession is when you invest.The trick here is to find the big bull markets in thecoming years.Oil/China can give lifetime time oppurtunity for hugewealth creation.So here I am logically thinking where can 1. the next bull markets be (the geographies, the sectors)Some emerging economies are reaching the sweet spotof increasing consumer base and increasing per capita.WHICH ECONOMIES WILL YOU ANTICIPATE TO HIT THE ABOVE INFLEXION POINT AND HIT THE BIG BULL MARKET OVERNEXT 5-10 YRS.2. the sectors which are undervalued and wheremax value creation is possible WITH A PARTICULAR EYE ON 1 above (the Peter Lynch approach ....) over next 10-20 yrs?3. Sometimes proxies also mean great wealth. So how do youplay proxy to 1 and 2?These are make or break times. Money is in the air, money is in the water, money all around (oh boy the central bankers have been real magnanimous .....)Who is the smartest to grab it ????
Last edited by samudra on September 1st, 2015, 10:00 pm, edited 1 time in total.
 
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The next bull runs

September 2nd, 2015, 5:39 am

QuoteOil/China can give lifetime time oppurtunity for hugewealth creation.My take is that absolutely no one knows where oil prices will be 1/2/5/10 years ahead.Crude oil price forecasts you can read in market reports are solely an indication someone has something to sell.