Thread: Did you, non Americans, invest any money in the US?

I did not.
But maybe it is time to reconsider, how cheap can american assets go...?

It's a slowly sinking ship, the best times are well behind it. If you want investment, im sure you don't need me to tell you, China is the place to be.

Never one swiss centime.

Originally Posted by English Noodles

It's a slowly sinking ship,

Well, define slow...

Originally Posted by Bluecat

Originally Posted by English Noodles

It's a slowly sinking ship,

Well, define slow...

In this instance, requiring or taking a long time for the change to occur or you could say a gradual decline.

Invest in China? A bit late and way too risky anyway. I love their tranparency too. A typical P&L has three lines: revenue, costs and net income/loss (OK, joking, but they are pretty dismal about reporting details and Big Boss Wu always gets a big chunk from expenses for herself). Also, I'm a bit picky about ethics and refuse to invest in, for example, some greedy firm raping Sudan of its resources while turning a blind eye to the carnage there.
Actually, some US equities are starting to look really good. Like the financials. Valuations are amazing, and these guys know how to streamline and get back on track. The buck is also low. Of course, once the new pres is in office, the markets will likely throw another tizzy until policies are in place, but for gains and div payouts, I'd choose some US stocks now.

Originally Posted by Jet Gorgon

Invest in China? A bit late and way too risky anyway. I love their tranparency too. A typical P&L has three lines: revenue, costs and net income/loss (OK, joking, but they are pretty dismal about reporting details and Big Boss Wu always gets a big chunk from expenses for herself).

I guess you should have advised Both Nasdaq and the NYSE as they both opened their new offices in Beijing late last year. Stock exchanges from Britain, Germany, Korea, Singapore and other countries have also stepped up efforts to hunt for Chinese companies. Last year Chinese firms accounted for 19 percent of the floated world total.

Noodles.

Originally Posted by Bluecat

Did you, non Americans, invest any money in the US?

Yep, I moved a large chunk of my cash there to trade equities with.

Originally Posted by Jet Gorgon

Actually, some US equities are starting to look really good. Like the financials

The financials are a nightmare, unless ur short selling, just look at what happened to Bear Stearns over the last 72hrs.

There is a rumour around that one or maybe two major US investment banks are in serious trouble. That is why the Fed, in what seems to many a panic move, is now effectively lending against sub Prime debt for the first time ever- and at negative real interest rates.

I'm waiting a bit longer before I move anything to US, but the time will come. It went against all of my portfolio training as an investment adviser to be totally out of USD for the past four years or so, but having ridden the Aussie from about .78 cents US to 94 cents now, I'm damn glad I did.