Is this a good time to invest in the Asian all weather portfolio, when it comes to foreign currency, or what .

MNSL answered 9 months ago …

Long term outlook for Asia is strong. Some currencies will appreciate including Chinese Yuan time to time. Slow down in American economy will affect for Asian exports and demand for commodities. US dollar will strength time to time in next 12 months. Commodity export countries including Asia pacific region will face tough time and their will be some affects on their currencies in next 12 months.

We must be selective in buying stocks, sectors and countries in next 12 months. Few stocks and currencies in some Asian counties will fare well specially in less known frontier markets. It is better to avoid hot stocks, hot sectors, hot commodities, and hot currencies now. Some Asian markets are over valued just as others markets in the world. I think we are in the last stage of current bull markets for all type of assets.

Under current global situation some companies and sectors including Asian companies will benefit due to fall of prices of raw materials and commodities and change of currency trend. Profit margin will come down in some export oriented companies in Asia. We must identify excellent investment opportunities in advance to take above average return in the medium term to long term.

Overall still Asia has some excellent investment opportunities. Intelligent investors know
how to take position in any situation. Really some funds know how to make profit in Asia better than others. I think little bit of research will make big difference to future returns.