Tuesday, February 23, 2010

Asia Crucial To Portfolios

A combination of U.S. and international equities are recommended by Michael Yoshikami of YCMNET Advisors.You can use exchange-traded funds for exposure to individual countries.Go for tailwind industries such as services and tech-services that can spread across borders,such as IBM provides.Overall,Gross Domestic Product growth is gonna be less,so you need to be more selective about how you invest,Mr.Yoshikami cautioned.Watch out for stagflation,buffering your portfolio with commodities exposure.Invest in Asia-but not just China,he added. As financial regulation increases in the West,Asian institutions may capitalize on the situation.Strict reforms can stifle innovation and entrpreneurship.Hong Kong had more initial public offerings last year than New York.It stands to benefit even more as the West struggles with the aftermath of the financial crisis,in YCMNET's view.

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