I was invited as a co-speaker in this seminar (14 Jan 2017, Singapore) with Hu Liyang (胡立阳), a famous stock investing guru in Asia. As requested by a reader, I am giving a summary here to show the similarities and differences of my views with Hu Liyang (HLY) on Market Outlook for the next few years.
The last time I met HLY was probably 4-5 years ago. The first impression of him again is that both of us are getting much older. He has a few more “railway tracks” on forehead while I have many more white hairs.
Both of us have observed many economy cycles in the past few decades, although HLY is probably 10+ years more senior than me, that’s why we are mostly aligned in many understanding on market outlook. HLY hinted a retirement which I think he deserves it. For me, I don’t feel I am ......