Global/macro trends we are currently experiencing (syahida them yourself):
o Mortgage and Credit Bubble
o Rise in Worldwide Commodity Prices
o High Oil Prices
o Alternative Energy
o Falling Dollar
o China
o Outsourcing to India
o Wireless (Phones, Laptops, Networking)
o Internet Advertising
o Navigation Devices
o Military Spending/Protecting the Troops
Stick to these themes & insyaallah, outperform. Our fund is currently participating in all these themes (including avoiding bank & finance stocks), with the exception of investing in military spending. HBF.
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