Wednesday, June 13, 2007
Risk against dollar
Is my investment diversified enough against market ups and downs?
From the recent market data, my investment is not working well when the Dollar appreciate.
I am positive on the technology sector, especially on consumer electronics, out sourcing and home entertainment. Yet, most technology funds I studied are not satisfactory. Most are still strongly inclinded towards computer and telecommunication sectors.
The current growth in emerging market was driven by export-led growth. One day, when the US current account deficit correct with a recession, a global recession may develop.
From the recent market data, my investment is not working well when the Dollar appreciate.
I am positive on the technology sector, especially on consumer electronics, out sourcing and home entertainment. Yet, most technology funds I studied are not satisfactory. Most are still strongly inclinded towards computer and telecommunication sectors.
The current growth in emerging market was driven by export-led growth. One day, when the US current account deficit correct with a recession, a global recession may develop.
# posted by Lobo @ 5:29 AM 
