Recently, I have been thinking long and hard about whether this stock market has any room to run, am I doing it wrongly? Perhaps I should take a review of a long term strategy.
I have narrowed down the field to 4 key areas as the best places to invest currently adopting the contrarian-value approach. They are
1) Myanmar theme stocks
2) Crisis hit countries / companies - Spain, Greece, Portugal (or companies with proxies to this markets)
3) BRIC
4) Resources - Indonesia (in particular)
