Saturday, 11 February 2012

Khiem Do: "Reduce cash and gold positions"

The full article is here

I share his view that gold may not be that attractive this year.

I am not quite sure about his move of adding more funds to Chinese financial institutions though. I think insiders know more and he is based in Hongkong. But insiders can also be misled or mislead outsiders.

His profile is here

Obviously, each fund manager can have different private information and their own preference on assets.

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Some more views here

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