{"id":49905,"date":"2014-04-17T20:04:07","date_gmt":"2014-04-18T00:04:07","guid":{"rendered":"http:\/\/countingpips.com\/forex-news\/?p=49905"},"modified":"2014-04-17T20:04:07","modified_gmt":"2014-04-18T00:04:07","slug":"spotting-big-trends-doesnt-take-skill-but-profiting-from-them-does","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex-news\/2014\/04\/17\/spotting-big-trends-doesnt-take-skill-but-profiting-from-them-does\/","title":{"rendered":"Spotting Big Trends Doesn\u2019t Take Skill, but Profiting from Them Does"},"content":{"rendered":"<p>By <a href=\"http:\/\/ift.tt\/10cDh0v\" target=\"_blank\"><u>MoneyMorning.com.au<\/u><\/a><\/p>\n<p>Your editor doesn&rsquo;t own a mobile phone.<\/p>\n<p>We haven&rsquo;t for about four years.<\/p>\n<p>And we don&rsquo;t intend to own one either (although we do own a  tablet computer).<\/p>\n<p>So it came as a surprise to many that we decided to launch a  <a href=\"http:\/\/ift.tt\/1kgrX03\" title=\"More on technology stocks and investments from Tech Insider\" target=\"_blank\">technology investment<\/a> advisory last year.<\/p>\n<p>After all, what would a guy who doesn&rsquo;t own a mobile phone  know about technology?<\/p>\n<p>But those people who questioned our move didn&rsquo;t understand  an important point. In order to understand the specifics of something, you need  to understand the bigger trends.<\/p>\n<p>And that&rsquo;s exactly why we&rsquo;re set to make another big move  that will have even more people scratching their heads&hellip;<\/p>\n<p>In <em>Money Morning<\/em> and at the recent <a href=\"http:\/\/ift.tt\/1hvQ1cM\" title=\"World War D Website\" target=\"_blank\">World War D<\/a> conference we mentioned that we&rsquo;re focusing on three key investment opportunities:<\/p>\n<ul>\n<li>Technology<\/li>\n<li>Resources<\/li>\n<li>Emerging Markets<\/li>\n<\/ul>\n<p>Our view is that as a speculator these markets should  provide investors with some of the <a href=\"http:\/\/ift.tt\/13xDAYC\" title=\"More on the best investment opportunities\">biggest investment opportunities<\/a> over the  next 20 years.<\/p>\n<p>In a way, each of these markets has a similar profile. They  are what we call &lsquo;bounceback&rsquo; plays.<\/p>\n<p align=\"center\">\n<h2><strong>Three &lsquo;bounceback&rsquo; plays for the next 20 years<\/strong><\/h2>\n<\/p>\n<p>But while they have a similar profile they are each at a  different stage of progress.<\/p>\n<p>The bounceback of <a href=\"http:\/\/ift.tt\/1m83Kuv\" title=\"More on technology market from The Daily Reckoning\"><strong>technology stocks<\/strong><\/a> is already in full swing  more than 14 years after the dot-com crash.<\/p>\n<p>The resources bounceback has had a few false starts, but  following the crashes of 2008 and 2011-2013 there is new life in the <a href=\"http:\/\/ift.tt\/Wwo6QV\" title=\"More on resources and mining\"><strong>resource sector<\/strong><\/a>.<\/p>\n<p>The final opportunity &mdash; <strong>emerging markets<\/strong> &mdash; is at a much  earlier level. In fact, there&rsquo;s the possibility that <a href=\"http:\/\/ift.tt\/1156hIh\" title=\"More on emerging markets\">emerging markets<\/a> could  crash further before the real bounceback begins.<\/p>\n<p>That&rsquo;s possible. But with China&rsquo;s market already down 62% since  the 2007 peak, our bet is that the worst has already happened.<\/p>\n<p>For that reason we&rsquo;ve decided it&rsquo;s time to do what all real contrarian  investors should do &mdash; spot an opportunity and then attack it with force.<\/p>\n<p>In this instance, it&rsquo;s time for contrarian investors (heck,  any type of investor) to look at what could be one of the biggest generational  investment opportunities seen in decades.<\/p>\n<p>We&rsquo;re talking about emerging markets generally, and China  specifically.<\/p>\n<p align=\"center\">\n<h2><strong>One of the few Aussie analysts to tip these stocks<\/strong><\/h2>\n<\/p>\n<p>That brings us back to the point we made at the top of this  letter.<\/p>\n<p>Although your editor doesn&rsquo;t own a mobile phone we aren&rsquo;t a  technology Luddite. In fact, we spent several years in the <a href=\"http:\/\/ift.tt\/14mHOzJ\" title=\"More on technology and innovation\">IT sector<\/a> during the  turn of the century as the tech boom took hold.<\/p>\n<p>We saw plenty of exciting things at the time. We also saw  plenty of things that made us scratch our head&hellip;thinking back on it now, we  still can&rsquo;t believe some of the things that went on (such as telcos delivering  many tens of fibre optic lines to the spare bedrooms of suburban houses as  anyone thought they could become an ISP back then).<\/p>\n<p>But the fact is, you don&rsquo;t need to be an expert in something  to identify a trend. Social networking is another example. Personally, we find  the whole concept shallow and ridiculous. But that doesn&rsquo;t mean we can&rsquo;t see  the opportunity.<\/p>\n<p>That&rsquo;s why your editor was one of the few analysts in  Australia who said that investors should buy into <strong>Facebook [NASDAQ:FB]<\/strong> and <strong>Twitter  [NASDAQ:TWTR]<\/strong>.<\/p>\n<p>The same thing goes for an exciting new project we&rsquo;re  working on right now.<\/p>\n<p>Investing can be terribly frustrating if you&rsquo;re someone who  likes to invest in big trends. The problem is that not everyone can see those  trends as clearly as you.<\/p>\n<p>Take for example the recent sell-off in <a href=\"http:\/\/ift.tt\/1bsT6Kr\" title=\"More on emerging markets from The Daily Reckoning\" target=\"_blank\">emerging markets<\/a>.  Three major events drove the sell-off: Argentina&rsquo;s potential to default,  Russia&rsquo;s potential to invade Ukraine, and China&rsquo;s potentially slowing economy.<\/p>\n<p>It was frustrating as an analyst because we didn&rsquo;t have the  necessary vehicle or the expertise to give you advice on which markets to buy  right now. And we&rsquo;re sure as an investor it was frustrating for you that there  was no one to give you that advice.<\/p>\n<p>Well, that&rsquo;s about to change.<\/p>\n<p align=\"center\">\n<h2><strong>A unique analyst for a unique project<\/strong><\/h2>\n<\/p>\n<p>At the recent <a rel=\"nofollow\" href=\"http:\/\/ift.tt\/1r3skMC}\" target=\"_blank\">World War D conference<\/a> we  floated the idea of an investment advisory focusing on emerging markets to our  most select group of subscribers &mdash; Alliance Members.<\/p>\n<p>Based on the reaction it was an idea that drew a lot of  interest. That&rsquo;s fortunate, because we had already set the wheels in motion to  develop a new investment advisory that would focus entirely on emerging  markets.<\/p>\n<p>And as you can expect, seeing as the emerging markets sector  is dominated by one economy, it&rsquo;s natural that this service will have a big  focus on that one economy &mdash; China.<\/p>\n<p>For years you&rsquo;ve read and heard a lot about the <a href=\"http:\/\/ift.tt\/U9Vhs8\" title=\"More on the Chinese economy\">Chinese economy<\/a>. But most of what you&rsquo;ve read and heard has come from &lsquo;outsiders&rsquo;. But  in order to provide genuinely useful and unique advice we felt you should only  take advice from an &lsquo;insider&rsquo;.<\/p>\n<p>We can see the big picture on China and other emerging  markets. Our view is that this is one of those rare generational investing  opportunities&hellip;one of the few chances you&rsquo;ll get in your lifetime to bet on  something that could change the course of history.<\/p>\n<p>But what we&rsquo;re happy to admit is that we aren&rsquo;t an expert on  China or Chinese companies. And so, just as we hired a tech expert to help  launch <em><a rel=\"nofollow\" href=\"http:\/\/ift.tt\/1r3siV7\" target=\"_blank\">Revolutionary  Tech Investor<\/a><\/em> last year, we&rsquo;ve now hired a China expert to help launch an exciting new  project.<\/p>\n<p>You&rsquo;ll find out more in the coming weeks as the project  gains momentum. But the first thing we need to do is to introduce you to the emerging  markets analyst who will help guide you through the political, cultural, social  and business life of China.<\/p>\n<p>His name is Ken Wangdong. He grew up in China before moving  to Sydney. He then moved back to China and Hong Kong where he has spent years  immersed in <a href=\"http:\/\/ift.tt\/1bsT9Wr\" title=\"More on the Chinese economy from The Daily Reckoning\" target=\"_blank\">China&rsquo;s business world.<\/a><\/p>\n<p>This will give Ken the kind of view that no other analyst in  Australia can give you. Importantly, it will help him provide guidance on the  investment opportunities in this remarkable country.<\/p>\n<p>Look out for Ken as he becomes a regular in <em>Money Morning<\/em>. You&rsquo;ll get to read his  first contribution on Monday &mdash; and we can assure you, it will be like nothing  you&rsquo;ve ever read from a mainstream analyst on China.<\/p>\n<p>Enjoy the long weekend.<\/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\/1lakIe3\" target=\"_blank\">How to leave wealth to your kids without destroying  your family&hellip;<\/a><\/p>\n<p><strong><a href=\"http:\/\/ift.tt\/141OQNu\" title=\"Join Money Morning on Google Plus -- and read about the things we can't always fit into our regular essays\"><u>Join Money Morning on Google+ <\/u><\/a><\/strong><\/p>\n<div class=\"feedflare\">\n<a href=\"http:\/\/ift.tt\/1r3sjbn\"><img decoding=\"async\" src=\"http:\/\/ift.tt\/Nk9u5P\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/ift.tt\/1r3skMG\"><img decoding=\"async\" src=\"http:\/\/ift.tt\/1lakK5w\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/ift.tt\/1lakIun\"><img decoding=\"async\" src=\"http:\/\/ift.tt\/1r3sjbt\" border=\"0\"><\/img><\/a>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/ift.tt\/1lakIut\" 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 Your editor doesn&rsquo;t own a mobile phone. We haven&rsquo;t for about four years. And we don&rsquo;t intend to own one either (although we do own a tablet computer). So it came as a surprise to many that we decided to launch a technology investment advisory last year. After all, what would a guy &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.investmacro.com\/forex-news\/2014\/04\/17\/spotting-big-trends-doesnt-take-skill-but-profiting-from-them-does\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Spotting Big Trends Doesn\u2019t Take Skill, but Profiting from Them Does&#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-49905","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/49905","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=49905"}],"version-history":[{"count":0,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/49905\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/media?parent=49905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/categories?post=49905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/tags?post=49905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}