Recommendations and Comments
From time to time I may issue here specific recommendations and comments about the markets.
The Balkan Fund - A new Convergance Play
Switch from CEE to investments on the Balkan. These markets with very favourable risk/return relationship let me expect annual returns of at least 30%!
 

H-shares revisited
With QDII ante portas investments in H-shares may offer exceptional returns. The chinese growth story is far from ending and will lead to very good profit growth of the HongKong listed chinese state enterprises.
 

Favourable Seasonality starting in October
Statistically most profits in stocks are made during October and April. Especially European (low valuation) and Asian markets (good growth and reasonable valuations)  should be bought.

 

 

                      Archiv:

                      http://www.feix.net/H-sh04.htm  HK: H-shares – up, up and away?  (January 4, 2004 ) in German

                      http://www.feix.net/hkhsh.htm     Hongkonger H-Aktien vor Kurs-Explosion? (July 26, 2002) in German

                      http://www.feix.net/OAT.html      PepsiCo buys Quaker OATs (July 25, 2001) in English  

                      http://www.feix.net/empfe08.htm  CEE-Empfehlung (August 10, 2001) in German