Re: Asia - Economic Data & News
Posted: Sat Jun 04, 2016 4:30 pm
... place for your next investment ideas
http://investideas.net/forum/
First, while China is too big to ignore, its massive non-performing loans weigh on the banks. SocGen is therefore avoiding Chinese banks
Second, buy reforms and sell debt.
Third, oil recovery has further to go.
Fourth, value stocks are coming back. SocGen finds deep value in Japan.