Investment Strategy to Learn
While we follow the Mr. Buffet's philosophy, we focus on teaching the different strategy more than he does. Because we believe the biggest events in this half century which affects the stock market will be the inexperiencedhigh and long GDP growth in the developing countries, like BRICs, next 11 etc. Especially, China and India has the biggest impact because they have billions of people who want better life than now. Other trend we watch is the "supply and demand" of the stock market, which we think be very important also. So, we make our education strategy like below.
1. More focus on global market to ride on the high growth of those developing countries, like BRICs, next 11 etc.
2. More focus on global commodity boom which will have been drivenby the demand from those developing countries.
3. More focus on the "supply and demand" of the stock market. Monetary policy in the world and company's stock buy-back and M&A activity can affect the "supply and demand".
4. Still focus on the excellent company in US which revenue share in those developing countries is fairly higher than others because those companieswill continue to get merits of both getting higher currency in those countries and higher growth in those areas.
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