Europe could be an
attractive investment story this year, relying more on valuation and fundamentals and less on late - cycle euphoria.
Also bolstering the
commodities investment story is China's massive ongoing «Belt and Road» megaproject, also known as the Silk Road Economic Belt.
Charlie Munger: Well, I have
many investment stories from my younger days, but not many that I haven't told before.
«Sometimes I fail to understand,» Ravi continued, «how men with such high levels of intelligence fail at such petty things as the stock market, even when you hear of
investment stories about individuals who've made fortunes because of exceptional insights or sheer genius!»
While freer Chinese investment into Australia is undoubtedly a good thing and the next step in Australia's
foreign investment story that began decades ago, the true benefits of ChAFTA are the new jobs it will help create for Australian businesses in Australia and those operating on the ground in China.
Secondary markets will have a more
compelling investment story next year than gateway markets, according to PwC's Emerging Trends in Real Estate 2016 report.
Bottom line: Europe is an
attractive investment story this year, with a narrative more about valuation and fundamentals, and less about late - cycle euphoria, than in other regions.
As with
all investment stories, critics pointing out the risks are easily dismissed, until it's too late.
After all, China offers all the elements of Wall Street's most cherished commodity —
the investment story.
For the past 10 years,
the investment story on Apple was fairly straightforward.
Bottom line: Europe is an attractive
investment story this year, with a narrative more about valuation and fundamentals.
Averaging down at a much lower price is only intelligent if
the investment story hasn't changed.
It's refreshing to hear other people's
investment stories and I'm happy to hear you still feel confident about your decision; even though that good feeling is psychological expected; p
that is one of the best
investment stories i've ever written.
Yes, many think a margin of safety is required to save investors from complete disaster, but often it proves useful simply because
the investment story / thesis works out differently than you expect.
Yet, as advisors regularly explain to their clients, dividends are only part of
the investment story.
Natalie Worsfold: We spent, I guess part of
the investment story again.
There's
another investment story, though, and it involves urban storefront retail.»