J******s
发帖数: 913 | 1 As long as there are weak sectors, the overall market will continue to go up
, or at least will not collapse. Sector rotation can happen in many
different ways. Example:
(1) rotation among financial/consumers/material/energy/technology/health/...
(2) rotation among large/mid/small-caps
(3) rotation between value and growth stocks.
......
During the past months, we have seen a major sector rotation: developed
market versus emerging market. Emerging market indexes lagged at least 15%
to 20% in a few months. My feeling is that we are close to a turning point:
emerging market will outperform US market during the next few months. |
y*****l
发帖数: 5997 | 2 翡翠这个不仅适用于炒股，也可以用到401k上啊。mark. |
S******t
发帖数: 8388 | |
z**u
发帖数: 118 | |
y*****l
发帖数: 5997 | |
a****g
发帖数: 8131 | 6 jade真牛
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【在 J******s 的大作中提到】
: As long as there are weak sectors, the overall market will continue to go up
: , or at least will not collapse. Sector rotation can happen in many
: different ways. Example:
: (1) rotation among financial/consumers/material/energy/technology/health/...
: (2) rotation among large/mid/small-caps
: (3) rotation between value and growth stocks.
: ......
: During the past months, we have seen a major sector rotation: developed
: market versus emerging market. Emerging market indexes lagged at least 15%
: to 20% in a few months. My feeling is that we are close to a turning point:
|
J******s
发帖数: 913 | 7 As long as there are weak sectors, the overall market will continue to go up
, or at least will not collapse. Sector rotation can happen in many
different ways. Example:
(1) rotation among financial/consumers/material/energy/technology/health/...
(2) rotation among large/mid/small-caps
(3) rotation between value and growth stocks.
......
During the past months, we have seen a major sector rotation: developed
market versus emerging market. Emerging market indexes lagged at least 15%
to 20% in a few months. My feeling is that we are close to a turning point:
emerging market will outperform US market during the next few months. |
y*****l
发帖数: 5997 | 8 翡翠这个不仅适用于炒股，也可以用到401k上啊。mark. |
S******t
发帖数: 8388 | |
z**u
发帖数: 118 | |
y*****l
发帖数: 5997 | |
a****g
发帖数: 8131 | 12 jade真牛
收藏
up
..
【在 J******s 的大作中提到】
: As long as there are weak sectors, the overall market will continue to go up
: , or at least will not collapse. Sector rotation can happen in many
: different ways. Example:
: (1) rotation among financial/consumers/material/energy/technology/health/...
: (2) rotation among large/mid/small-caps
: (3) rotation between value and growth stocks.
: ......
: During the past months, we have seen a major sector rotation: developed
: market versus emerging market. Emerging market indexes lagged at least 15%
: to 20% in a few months. My feeling is that we are close to a turning point:
|
