Merry Christmas to all readers! Below is a guest article from Gideon, a hedge fund manager for Blyton Fund. He is a global macro investor using similar strategies as George Soros. He search the world for the best profits with the lowest risks. He cover equities, foreign exchange, commodities and bonds across global markers. He is based in Singapore and is open to managing funds for others.Incidental with the announcement by the US Fed on the upcoming tapering of the Quantitative Easing program, there are positive signs to buy into several equity markets and to long the US dollar against selected currencies.
The major equity markets will advance higher
...I postulate that the equity markets of the United States, most of Western Europe, United Kingdom, Japan, Australia will likely advance higher.
Some would argue that no, they will crash because interest rates will rise.
My argument will be that ...