2010 is the most difficult year I had went through as an investor. The only certain thing about the economy in 2010 is uncertainty. As I mentioned in my last article “Is this party time again?” China is still facing the same economic problem and the share market performance after the National Day is well reflecting such dilemma. Fortunately, I had invested mostly in US companies in last year and still got a 19% return on my portfolio.
At this very beginning of 2011, it’s again very difficult to predict the economic picture of the whole world. The key issue now is not US unemployment, neither government debt in certain European countries. It is China’s run-away inflation and “burning” (hot is not the right word now) property market having the potential power to suck everyone into another crisis. Why?Continue reading “Burning Tough”