Ra007
2023-06-29

2023 First half has been a roller coaster! Making it even more interesting is the wide differences in performance of different markets - the super performers like US Tech, Europe, India, Japan et al [Miser] versus laggards like China, Hk [Facepalm] . Plus even among these mkts and asset classes like oil, gold etc the ups and downs have been crazy in just 6 months. Currencies have been volatile too and hugely unpredictable- usd-jpy, usd-cnh etc. 1H2023 rally in select sectors has been one of the most unloved rallies too, esp as every analyst worth their salt have been predicting a market crash with oncoming recession.

Bottom line- always try to remember your time-horizon for investing and then don't hesitate to take contrarian bets, but avoid leverage. Huat ah $$$

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