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ST Wong

Should investors trust the bears or a new economic cycle?

Investors who look through bearish signals will find companies poised to benefit from economic strength.

ST WongContributor

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Was it really just 18 months ago that the price of oil was negative? Oil producers had such a glut they were literally paying buyers to take barrels of oil off their hands. What has changed?

Commodities experienced a boom. Residential property, industrial property and shares boomed alongside. Was this just a trade in risk assets resulting from COVID-19, or the beginning of the next economic cycle?

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ST Wong is chief investment officer at Prime Value Asset Management.

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    Original URL: https://www.afr.com/wealth/personal-finance/should-investors-trust-the-bears-or-a-new-economic-cycle-20211007-p58y1j