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Bullish with HSI target 24,000 in 2009
US flood with money, and China follows
Hot money double long HK market
Strategy
Long H-share and commodity sector, Short USD/HKD.
Treynor-Black Model (2828 : ETF H-share) with portfolio monthly balancing
HKD term-structure, short short-term HKD and long long-term HKD
Focus
868 :commodity for auto industry.
2899 :explosion of Gold price in 2010 when inflation comes.
272 : appreciation of real estate.
2318 : huge growth potential.
2343 : cyclical stock - steady for recovery in 2010.
3968 : high growth bank in retail finance market.
2837 : Taiwan stock market from China's policy.
