nach wie vor der Meinung, dass China Aktien gute Investments sein könnten. Fast casualwear kann man ja mal weglassen, da hier die Risiken schon hoch sind.
Gemäss "The American Association of Independent Investors (vgl. AAII.com)" kommen Top Investoren nämlich zu folgenden Schlüssen:
John Templeton: ?People are always asking me where the outlook is good, but that?s the wrong question. The right question is: Where is the outlook most miserable? The obvious application of this concept in practice is to avoid following the crowd.?
und weiter...
"In the same vein, the late father of value investing, Benjamin Graham, was always on the lookout for companies that once fetched sky-high valuations but that had crashed when they were unable to deliver on the market?s unrealistically high expectations. He reasoned that the vast underperformance of these companies? stocks can be so frustrating that even the most hardened buy-and-hold investor is likely to throw in the towel. A good example of a class of stock that meets this criterion and is actively mined by top investors like Steven Romick and Paul Sonkin is busted IPOs. These are companies that were once hot IPOs but that have turned cold since."
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