{"id":48588,"date":"2014-03-16T21:54:09","date_gmt":"2014-03-17T01:54:09","guid":{"rendered":"http:\/\/countingpips.com\/forex-news\/?p=48588"},"modified":"2014-03-16T21:54:09","modified_gmt":"2014-03-17T01:54:09","slug":"where-to-invest-in-2014-how-about-these-three-big-markets","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex-news\/2014\/03\/16\/where-to-invest-in-2014-how-about-these-three-big-markets\/","title":{"rendered":"Where to Invest in 2014? How About These Three Big Markets\u2026"},"content":{"rendered":"<p>By <a href=\"http:\/\/ift.tt\/10cDh0v\" target=\"_blank\"><u>MoneyMorning.com.au<\/u><\/a><\/p>\n<p>At the  moment the dispute between <a href=\"http:\/\/ift.tt\/1lHdpqc\" title=\"The Key to Understanding the Ukraine Crisis\" target=\"_blank\">Russia and Ukraine<\/a> is the proverbial &#8216;boomerang&#8217;  crisis.<\/p>\n<p>It keeps  coming back.<\/p>\n<p>It was only  two weeks ago that we had dismissed the crisis as irrelevant.<\/p>\n<p>Were we  premature?<\/p>\n<p>Perhaps. But  does it make any difference to <strong><a href=\"http:\/\/ift.tt\/Vo6C9r\" title=\"more on how to investment\">how we&#8217;re investing<\/a><\/strong> today?<\/p>\n<p>Not a bit.  Here&#8217;s why&#8230;<\/p>\n<p>We have a  distinct <a href=\"http:\/\/ift.tt\/11lq4rB\" title=\"more on investment strategy\">approach to investing<\/a> in this ultra-risky market.<\/p>\n<p>That  involves recommending that most investors have around half of their investable  assets in cash and <a href=\"http:\/\/ift.tt\/UPyBh8\" title=\"more on precious metals\">precious metals<\/a>.<\/p>\n<p>How much you  allocate to each of those is entirely up to you and dependent on your comfort  level.<\/p>\n<p>We then  recommend that most investors have at least a quarter, but preferably a third  of their investable assets in sound, <a href=\"http:\/\/ift.tt\/T87lxo\" title=\"more on dividend stocks\">dividend-paying stocks<\/a>. That&#8217;s the type of  stocks you hope you&#8217;ll never have to sell.<\/p>\n<p>As for the  rest of your investable assets, well, that&#8217;s where things get a bit more  exciting.<\/p>\n<h2>Three big markets to invest in  for 2014<\/h2>\n<\/p>\n<p>Aside from  grouping assets at the &#8216;big picture&#8217; level, we also like to group them at a  smaller level.<\/p>\n<p>Right now,  we like three distinct areas:<\/p>\n<ul>\n<li><strong>Technology<\/strong><\/li>\n<li><strong>Resources<\/strong><\/li>\n<li><strong>Emerging Markets<\/strong><\/li>\n<\/ul>\n<h2>Get into tech stocks at a discounted price<\/h2>\n<\/p>\n<p>Out of those  three markets, <a href=\"http:\/\/ift.tt\/14mHOzJ\" title=\"more on technology\">technology<\/a> has already begun to show a lot of promise. The US  NASDAQ market has had a great run over the past year.<\/p>\n<p>Investors  have flocked into technology and <a href=\"http:\/\/ift.tt\/1dG3xvx\" title=\"more on bio technology from Tech Insider\" target=\"_blank\">biotechnology stocks<\/a> as the US economy showed  signs of life&#8230;and as investors started to take more risks.<\/p>\n<p>So after  such a great run it&#8217;s not surprising that tech stocks have fallen back over the  past few days in line with the rest of the market. But considering where we see  <a href=\"http:\/\/ift.tt\/1kgrX03\" title=\"more on tech stocks from Tech Insider\" target=\"_blank\">tech stocks<\/a> going over the next five years, it creates an opportunity for new  investors to get into these stocks at a discounted price.<\/p>\n<p>That&#8217;s why  we&#8217;re so pleased to see that Sam Volkering has identified the key tech trends  for 2014. This includes his top four tech and biotech stocks to benefit from  these trends &#8211; he calls them his tech &#8216;moon-shots&#8217;.<\/p>\n<p>You can  check out the fascinating story behind Sam&#8217;s work <a rel=\"nofollow\" href=\"http:\/\/ift.tt\/1lHdnP2\" target=\"_blank\">here<\/a>.  A word of warning: Sam was in such a rush to get this message to you that,  well, to be blunt, some of the <a rel=\"nofollow\" href=\"http:\/\/ift.tt\/1lHdnP2\" target=\"_blank\">production values leave a lot of room for  improvement<\/a>.<\/p>\n<p>At one  point, if you listen carefully, you can hear a clapping sound in the  background. And at a couple of other points, Sam muffs his lines. Anyway, Sam  thought it was more important to get this message to you sooner rather than  waiting to give you the polished version. After watching the film in full, we  agree.<\/p>\n<p><a rel=\"nofollow\" href=\"http:\/\/ift.tt\/1lHdnP2\" target=\"_blank\">It&#8217;s a  stunner<\/a>.<\/p>\n<h2>Could  China&#8217;s iron ore consumption fall to zero?<\/h2>\n<\/p>\n<p>In short, if  you&#8217;re not investing in tech stocks today, you&#8217;re potentially missing out on  one of the hottest (perhaps the hottest) sectors in the market today.<\/p>\n<p>But it&#8217;s not  the only hot sector.<\/p>\n<p>We started  to talk up the resource sector early last year. It turns out we were about five  months too early. <a href=\"http:\/\/ift.tt\/UY6UTg\" title=\"more on resource stocks\">Resource stocks<\/a> took a beating starting in February of last  year, lasting through until June.<\/p>\n<p>That was  when the sector started to show some signs of life. But you could hardly call  it a complete recovery. At the moment, the biggest impediment to the resource  sector is still in play &#8211; financing.<\/p>\n<p>Many  investors forget the fact that securing financing for a project is just as  important as actually finding a resource. If a company can&#8217;t raise capital from  investors or get a loan from creditors, then a project is dead in the water  before it even gets started.<\/p>\n<p>So over the  past few months, even though many <a href=\"http:\/\/ift.tt\/V84Vgc\" title=\"more on small cap stocks\">small-cap<\/a> resource stocks have discovered new  deposits, or expanded an existing one, the market has been less than  enthusiastic.<\/p>\n<p>But we don&#8217;t  see that lasting long. Regardless of what happens in Eastern Europe, the Middle  East or South East Asia, there will always be a demand for raw materials.<\/p>\n<p>Whether  that&#8217;s iron ore, copper, natural gas or oil, there will be a huge demand. Think  of it this way: even if China stopped consuming all iron ore tomorrow, there  would still be demand for the roughly 55% of the market that isn&#8217;t Chinese.<\/p>\n<p>Sure, there  would be a big supply overhang, and lots of inventory to run down. But that&#8217;s  our point. Is that likely to happen? No. China&#8217;s consumption of iron ore and  steel won&#8217;t fall to zero. <a href=\"http:\/\/ift.tt\/U9Vhs8\" title=\"more on China's economy\">China&#8217;s economy<\/a> is set to double within the next nine  years, even if its growth rate slows to 7%.<\/p>\n<p>And that  brings us to our final point.<\/p>\n<h2>Billion dollar  fund manager backing emerging markets<\/h2>\n<p>The third  market we like this year is another sector the market hates &#8211; <a href=\"http:\/\/ift.tt\/1bsT6Kr\" title=\"more on emerging markets from The Daily Reckoning\" target=\"_blank\">emerging markets<\/a>.<\/p>\n<p>Obviously  the biggest driver of emerging markets is China. Some would argue it is the  emerging market.<\/p>\n<p>But in  reality there&#8217;s much more to it than that. There&#8217;s the whole of south east  Asia, and of course Africa. Not to mention the Latin American economies that  have still somehow managed to grow despite decades of corruption.<\/p>\n<p>We&#8217;ve  written about the <a href=\"http:\/\/ift.tt\/1156hIh\" title=\"more on emerging markets\">emerging markets opportunity<\/a> for several months. The way we  see it is that the mainstream has done what it always does &#8211; it has allowed  short term and irrelevant factors to cloud the entire market.<\/p>\n<p>Argentina&#8217;s  debt issue and troubles in Ukraine are a great example of this. But it seems  that we&#8217;re not the only one who likes the look of emerging markets. As the <em>Financial Times<\/em> reports:<\/p>\n<blockquote>\n<p>&#8216;<em>Artemis&#8217;s William  Littlewood has reversed his ultra-bearish view of emerging markets for the  first time since he launched his flagship &pound;<\/em><em>998m Strategic Assets fund in 2009.<\/em><\/p>\n<p>&#8216;<em>Mr Littlewood believes  emerging markets are now in a better position that their developed  counterparts.<\/em>&#8216;<\/p>\n<\/blockquote>\n<p>Not everyone  agrees with that view. The <em>FT<\/em> notes  that another fund manager, John Chatfield-Roberts, believes that emerging  markets will have a poor year as investors focus more on developed markets such  as the US or Europe.<\/p>\n<p>This  uncertainty is exactly why we see emerging markets as a speculative  opportunity. It&#8217;s not the sort of <a href=\"http:\/\/ift.tt\/V6n2lJ\" title=\"more on investments\">investment<\/a> where you should allocate a  quarter or half of your assets.<\/p>\n<p>But to potentially  earn some good speculative gains from a beaten-down market, there are few  better places to invest right now. It makes sense to keep this high-risk sector  on your radar this year.<\/p>\n<p><strong>Cheers,<br \/>\n  Kris<a href=\"http:\/\/ift.tt\/1992Ebo\">+<\/a><\/strong><\/p>\n<p><strong><em>From the Port Phillip Publishing Library<\/em><\/strong> <\/p>\n<p>Special  Report: <a rel=\"nofollow\" href=\"http:\/\/ift.tt\/1lHdpqh\" target=\"_blank\">Mining Boom Act II<\/a><\/p>\n<div class=\"feedflare\">\n<a href=\"http:\/\/ift.tt\/1fP7r6i\"><img decoding=\"async\" src=\"http:\/\/ift.tt\/Nk9u5P\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/ift.tt\/1lHdpqj\"><img decoding=\"async\" src=\"http:\/\/ift.tt\/1fP7r6m\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/ift.tt\/1lHdpql\"><img decoding=\"async\" src=\"http:\/\/ift.tt\/1fP7oHv\" border=\"0\"><\/img><\/a>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/ift.tt\/1lHdpqo\" height=\"1\" width=\"1\" \/><br \/>\nBy <a href=\"http:\/\/ift.tt\/10cDh0v\" target=\"_blank\"><u>MoneyMorning.com.au<\/u><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>By MoneyMorning.com.au At the moment the dispute between Russia and Ukraine is the proverbial &#8216;boomerang&#8217; crisis. It keeps coming back. It was only two weeks ago that we had dismissed the crisis as irrelevant. Were we premature? Perhaps. But does it make any difference to how we&#8217;re investing today? Not a bit. Here&#8217;s why&#8230; We &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.investmacro.com\/forex-news\/2014\/03\/16\/where-to-invest-in-2014-how-about-these-three-big-markets\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Where to Invest in 2014? How About These Three Big Markets\u2026&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-48588","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/48588","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/comments?post=48588"}],"version-history":[{"count":0,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/48588\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/media?parent=48588"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/categories?post=48588"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/tags?post=48588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}