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3) AUDSGD (Link for AUD posts)
4) CNYSGD Closed TP 0.208 ( Link for CNYSGD posts)
5) Fullerton SGD Heritage Income Class B ( Link )
6) Global X Uranium ETF Long ( Link )
8) BGF China Bond Fund A6 Hedged (SGD) (Link)
7) US Stock Trade (Link)

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None of the information contained in this Blog or Video constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investments, or to participate in any particular trading strategy.

Any expression of opinion (which may be subject to change without notice) is personal to the author and the author makes no guarantee of any sort regarding the accuracy or completeness of any information or analysis supplied.

The author is not responsible for any loss arising from any investment based on any perceived recommendation, forecast, or any other information contained here.

Next Market Crash Stocks Accumulate LIst

Next Market Crash Stocks Accumulate LIst

Intrinsive Value Tracking

Friday, June 12, 2020

HOW TO INVEST IN THE POST-CRISIS “HOMEBODY”ECONOMY"

HOW TO INVEST IN THE POST-CRISIS HOMEBODYECONOMY   

For those with long investment horizons, I can tell you almost without a shadow of a doubt where the future demand growth is going to be. What the crisis has accentuated is this trend towards cottage industries, where working at, and being closer to, home is going to be a major investment theme (not to mention in high demand during this period when we have already become homebodies): 

Home-office technologies (cloud) 
Video streaming (home entertainment)  
Online retailers 
Health care services (bio tech and pharma)  
Utilities/residential REITs (fat yields and money-good) Semiconductors
Delivery services  
Windmills, battery storage, solar panels on rooftops  
Hygiene producers 
3D printing manufacturers  
Robotic technologies 
Telecommunications (with deep financial strength) 
Treasuries/municipals/A-and BBB-(high) rated corporate bonds
Gold/precious metals  
Food suppliesConsumer staples


.....from Rosenborg Research :

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