from Yahoo Finance https://ift.tt/3fZ1o27
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Goldman’s Moe: Asian Stocks’ Rally Has Gone Too Far, Too Fast
May.17 — Tim Moe, chief Asia-Pacific equity strategist, talks about the outlook for the region’s stocks, gold and oil. He speaks with Haslinda Amin and Rishaad Salamat on “Bloomberg Markets: Asia.”from Yahoo Finance https://ift.tt/2X0D7QA
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Ryanair CEO Says German, French Bailouts Distort Airline Market
May.18 — Ryanair Holdings Plc Chief Executive Officer Michael O’Leary says that support by German and French governments for their airline industries is “illegal” and will “distort the market.” He made the comments after Europe’s biggest low-cost carrier boosted its liquidity with a 600 million-pound ($726 million) loan backed by the U.K. government. He speaks on “Bloomberg Markets: European Open.”from Yahoo Finance https://ift.tt/2X7KTIw
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Which markets or industries do you see perform best in the next decades (geographic vs. industry focus vs. cap size)? How do you build this into a strategy and portfolio to maximize expected risk-adjusted future returns?