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Managing Director
Marc Faber Ltd. | Hong Kong
“A man of the world…the Swiss-born, Hong Kong-based investor and provocateur thinks Uncle Sam’s penchant for printing money will lead to disaster. En route, however, certain Asian stocks, blue-chip techs and bombed-out resources shares just might double or triple. As for Treasuries, short ‘em.” His picks at the January 2009 Barron’s Roundtable: In Singapore – Fraser & Neave, United Overseas Bank, OCBC; in Hong Kong – Swire Pacific, Sun Hung Kai Properties; in Thailand – Bangkok Bank, Glow Energy; In India – Icici Bank, Infosys Technologies. Resource companies – Alcoa, Rio Tinto, BHP Billiton, Companhia Vale do Rio Doce, Freeport-McMoRan Copper & Gold, Xstrata. Tech stocks – Intel, Cisco Systems, Yahoo!, Oracle, Microsoft.
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