
Venture: Portfolio Update
Today, we are taking extensive action, and, therefore, portfolio changes will now be below the cut-off.
Today, we are taking extensive action, and, therefore, portfolio changes will now be below the cut-off.
The Asian recovery is upon us. The MSCI Asia Index ex Japan has been lagging the world since 2010, but that has turned. Led by Hong Kong and Singapore, Asian stocks are starting to deliver.
Several high-growth biotech stocks have been flagged by the ByteTree Global Trend models, and this week’s selection is relevant to this major reversal.
We shifted focus to global oil producers in search of value, and we believe we have found one based in the US.
The final choice for the most interesting stock this week was a fast-growing Chinese retailer, which seemed to have its ducks in a row.
Issue 86; Consumer stocks have come under pressure, but this one bucks the trend. It operates efficiently and in areas