Market Sentiment Observer

I may post here relevant (in my opinion), and not necessarily recent, quotes. Rather than analyzing specific investments, I will attempt to focus on investors' sentiment regarding broader asset classes and/or specific securities. These will be my thoughts/reactions/questions, and they are not and should not be taken as investment advice.

About me

In particular, I am interested in investors' sentiment and valuation levels. Disclaimer: I work at an Investment Management firm. My comments on this site are not posted in that role, and no opinions of mine should be construed to be recommendations of or to reflect the views of my employer.

Friday, July 2, 2010

What's booming?

No, the US employment is certainly not booming yet. But that's hardly news. However, there are pockets of optimism in the market. What's in vogue?

"Scotch prices continued to rise during the recession, and the Scotch Whisky Association reported record export figures amid booming demand from emerging markets. Diageo itself recently opened a new £100 million distillery, the first new one built in Scotland in 30 years."

WSJ