Mar 25, 2011

Barton Biggs likes China, EMs, growth tech in early 2011

I think China and a couple of the other emerging Asian markets, Indonesia, probably India, are very appealing. I think in the US, tech stocks, particularly the big capitalization, growth tech stocks, and I differentiate between the big capitalization, mature tech companies and the new generation of growth tech stocks, are very attractive. And I still like the oil service stocks, for example.

I can find plenty of good stocks to buy.

~Barton Biggs, managing partner, Traxis Partners, Bloomberg News interview, March 24, 2011

No comments: