Quote: (12-27-2013 05:17 PM)Nemencine Wrote:
For me, i wont get a clear picture until late january to early february after i have sorted out my sector rotation strategy/commodity cycles. I need to worked that out. That will predisposed me to what sector/industry to get into. Because, you really dont want to buy into the wrong sector at the wrong time.
Nemencine, are you also looking at country rotation, since the US market is no longer cheap?
I am mulling over investing more into China in 2014. I already own Baidu.com (the Google of China) and Sina.com (their micro-blogging site Weibo is the Twitter of China) and BHP Billiton (indirect China play).
To make it simpler i am looking at the China ETFs. I like CHIQ (Global X China Consumer ETF) better than the FXI (which is too top heavy in state owned enterprises).