Look again in the Agriculture space?

Many of the agri plays fall even more than the broader market, and they deserve to outperform after the "2 conference" in Beijing given the support from government.

Tickers to look at: 38 HK, 297 HK and 1068 HK.

Internet names listed in US are also becoming much cheaper and start to show good entry points for long term investors. I like the following: SINA US, CTRP US, SNDA US. BIDU US is interesting, but still quite expensive. Wait until it get under 200, then I may buy.

Japan outperform by FAR this year, because the yen appreciated more than 10%. However you can only make money if you hold all cash in yen and not buy any stocks. Argh.....

On futures trading: What about Short HSCEI and Long HSI? This trend seems to last....