Economic trends are going to shape our futures. Also the strength of emerging markets is going to have a huge impact on our investment portfolios. Long term trend investing is essential to achieve good long term returns.
The world economy is shifting towards Asia and especially China and India. Therefore it is extremely important to be invested in Asia.
Nobody knows where the stock market will go in the short term. However in the long term it is much easier to estimate things because the trends are clear and difficultly disrupted. By positioning your portfolio with positive structural trends as tailwinds you lower the risk of negative surprises and increase the positive ones, especially if you can do it at the same price. The story is recurrent on this channel, emerging markets are the place to invest now and in the next 30 years.
Global businesses are going to operate differently than they operate now.
GLOBAL ECONOMIC TRENDS 2050 – STOCK MARKET