For those of you looking for trading idea: I have got 2 names for you (I can see a >20% return in the next couple months based on both fundamental and technical)
BID - Sotheby
-Better than expexted results from London Art Week Auctions.
-Art is still the "Hottest" investment.
TSM - Taiwan Semiconductor
I picked this stock purely based on Macroeconmics
Since the Chinese stocks have skyrocketed recently, I believe a lot of int'l fund managers or money managers in China will be reluctant to buy into the Chinese market which means those $ will flow to the nearby areas like Hong Kong, Taiwan, Korea, Japan... Among all those countries, the Taiwanese market is still very undervalued.
Also with the new Chinese gov't regulation, $ in China is allowed to flow out of China which will greatly benefits the nearby markets like HK, Taiwan...
BID - Sotheby
-Better than expexted results from London Art Week Auctions.
-Art is still the "Hottest" investment.
TSM - Taiwan Semiconductor
I picked this stock purely based on Macroeconmics
Since the Chinese stocks have skyrocketed recently, I believe a lot of int'l fund managers or money managers in China will be reluctant to buy into the Chinese market which means those $ will flow to the nearby areas like Hong Kong, Taiwan, Korea, Japan... Among all those countries, the Taiwanese market is still very undervalued.
Also with the new Chinese gov't regulation, $ in China is allowed to flow out of China which will greatly benefits the nearby markets like HK, Taiwan...