Simply put, investors should own less equities, more bonds, more global investments, more cash and more dry ammunition.
Sentiment: NEGATIVE
All of us would be better investors if we just made fewer decisions.
I think good private equity investors create a lot more economic value than they destroy.
Both from the standpoint of stocks and bonds, an investor wants to go where the growth is.
Too many investors overvalue companies in the near term while undervaluing them in the long term.
There's a tendency to look at investments in isolation. Investors focus on the risk of individual securities.
I think it's a mistake to rely too much on any one economic factor. It's why investors try to spread their portfolio round.
I believe investors should invest for the long run, so I don't buy and sell. I usually maintain the classic index of global equities, diversified U.S. and global and emerging markets, and when the risk is larger, I diminish the amount in global equities and put more into liquid assets - but very irregularly.
Investors should invest on what they know. The biggest mistake is to invest on what they don't know.
It should strengthen investors' confidence. This is done through transparency, high quality financial reports, and a standardized economic market. This is not just for China, but also for the world market as a whole.
Investors need to get rewarded for their investment, especially in unstable countries.