TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY Facebook has 1.4 billion monthly active users, equal to China’s population Number of internet users increased tenfold since 1999 to 3 billion plus Internet could create $7 trillion industry by 2020 Watch the related WEALTHTRACK episode.
Global Investing
INVEST SOME MONEY IN EMERGING MARKET STOCKS
INVEST SOME MONEY IN EMERGING MARKET STOCKS Most dynamic long-term growth Belong in long time horizon, growth part of portfolios Watch the related WEALTHTRACK episode.
CONSIDER INVESTING IN INDIA
CONSIDER INVESTING IN INDIA Business friendly leadership under Prime Minister Narendra Modi Most dynamic of the BRICs World’s largest democracy, established rule of law,vibrant and growing entrepreneurial middle class Watch the related WEALTHTRACK episode.
PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS
PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS SOME QUALITIES JUDGED: Ease of starting a business Obtaining credit & construction permits Getting electricity Registering property Taxes Investor protections Contract enforcement U.S. RANKED NUMBER 4, CHINA RANKED NUMBER 96 Watch the related WEALTHTRACK episode.
CONSIDER INVESTING IN CHINA
China’s economy and markets have reached such a level of size, power, diversity and complexity that it deserves to be treated as a distinct asset class, requiring different investment approaches, as investors have had for years in the U.S. market
BEWARE THE CONSENSUS VIEW
With market volatility is near multi-year lows and investors are becoming much more bullish towards stocks, don’t abandon your insurance policies of cash, treasuries and gold. As WEALTHTRACK guest Andy Lo reminded us recently, it won’t take much of a scare to shake the market up. Watch this Episode