which sectors will outperform next year ?

Discussion in 'Stocks' started by tomlelab, Dec 12, 2005.

  1. tomlelab


    I'd like to have your opinion on the matter.
    I think about gold, telecom and environment (green stocks)
  2. murfy_kl


    I think that Gold will be the winning card in 2006
  3. Gold, energy
  4. Broadband
  5. Commodities.
  6. serg007


    Gold (after decent correction, perhaps $30-40), palladium, Japan.
    Also, I'd follow grains futures but this is for another thread :)
  7. serg007


    May I update this thread, dear colleagues?

    Last year was pretty in line with our forecasts. Gold, grains, telecoms all outpreformed the broad market by wide margin (+23%, +30%, +36% respectively), energy and commodities as an asset class were in line (+16,5% XLE and +13,5% CCI index), Japan performed poorly (+7% for the year starting on 01/03/06) and only broadband disspaointed strongly (-15% according to BDH performance).

    Let's share out thoughts for 2007?

    Personally, I don't have such a clear picture in my mind as in 2006 but I think Gold, Silver and Palladium (as well as XAU, HUI, GDX) will be Ok on absolute basis. Also, I'd bet again on Japan as I think EWJ will be 20% higher during the year (not neccesarily in December 2007).
  8. Neet


    Energy, silver and gold.