Puru Saxena's Contributions

Puru Saxena on Mag 7 Stocks, High Growth Areas, and Emerging Markets

Jan 30, 2024 – FS Insider speaks with Puru Saxena, well-known investor and prior money manager based out of Hong Kong, who explains why he is now mostly avoiding the Magnificent 7 stocks and focusing his investments into a number of early...

Puru Saxena on AI Boom, Tech Stocks, and Next Growth Phase

Jul 25, 2023 – FS Insider speaks with Puru Saxena, the widely-followed investor and retired money manager based out of Hong Kong, to discuss his outlook for the broad market indices, the mega-cap tech stocks, and whether he thinks...

Get Ready for Another Down-Leg in Stocks, Says Puru Saxena

Feb 10 – FS Insider speaks with notable Hong Kong investor and strategist Puru Saxena who warns of another downside move in the market over the coming days and weeks. Puru also says that he went 100% cash last year but thinks...

Puru Saxena on the One ETF to Watch for Where Stocks Are Headed

Mar 30 – FS Insider speaks with longtime guest and contributor Puru Saxena out of Hong Kong to get his view on the current bull market, the one ETF that is serving as a major signal for market direction, the list of high-growth stocks...

Stock Market at Make or Break Moment

The global economy is slowing down rapidly and it is conceivable that the developed world may face a recession next year. Already, the Japanese economy is contracting and even Europe is barely growing. Across the pond, the US is still muddling through but the leading economic indicators and...

Calm Before the Storm?

Global business activity is slowing down and the majority of the developing nations are experiencing severe economic problems. Over in the developed world, Japan is contracting again, Euro zone is barely growing and even...

Is the Tide Turning?

According to our methodology, the primary uptrend on Wall Street is still intact; however, we are starting to observe some troubling signs which suggest that we may be in the final innings of this bull market.

Puru Saxena: Still Bullish on Chinese Stocks – But Not as Cheap as Last Year

Jun 17 – The nature of the Chinese stock market is highly speculative, according to Puru Saxena. A typical pattern is a parabolic move up, followed by a parabolic crash down. Puru is watching the Chinese equity market carefully...

Economic Expansion Ahead?

The global economy softened during the first quarter of this year; however, reflationary efforts by the central banks should bring about a pick-up in business activity. At this stage, it is difficult to tell precisely when the economy will...

King Dollar Hurting Earnings!

Let’s face it; the strong U.S. Dollar and weakness in the price of oil are hurting corporate earnings in the U.S. and it is conceivable that both sales and profits for the S&P500 Index may decline during the first half of the year.

The Bull Is Charging Ahead!

After several years, the Federal Reserve has passed the QE baton to the European Central Bank (ECB) and this should extend the ongoing bull-market in common stocks. You will recall that throughout last year, we were expecting...

Puru Saxena: Central Banks Nowhere Close to Assassinating Bull Market

Sluggish Global Demand, Rising Dollar Bearish for Commodities

Jan 30 – Cris Sheridan welcomes Puru Saxena, Editor of Money Matters and Founder of Puru Saxena Ltd. in Hong Kong. Puru gives his outlook on stocks, bonds, real estate, metals, energy, commodities...

More of the Same?

During the previous year, the stock markets of the developed world consolidated whereas the majority of the developing nations performed poorly. In 2014, the European stock markets essentially traded sideways, Japan...

U.S. in a Sweet Spot!

The world’s prominent central banks are pursuing an accommodative monetary policy and this bodes well for the stock market. Remember, when it comes to investing, monetary policy trumps everything else and the risk free rate of return determines the value of every asset.

Year-End Rally

The recent turbulence in the stock market is behind us and a rally is now underway. Given the fact that we have recently entered the most favourable 6-month period of the U.S. Presidential Cycle, it is our contention that Wall Street will advance quite sharply until spring.

Puru Saxena: Bull Market Could Be Over, But Don't Get Too Bearish Since Central Banks Will Likely Step In

Investors Positioning for Another Deflationary Scare

Oct 17 – Cris Sheridan welcomes Puru Saxena, founder of Puru Saxena Limited in Hong Kong, and publisher of Money Matters. Puru sees this bull market as mature, where a lot of stocks are no longer participating. Market breadth has narrowed considerably and 60-65% of NYSE stocks are now in a bear phase.

Better Days Ahead

After bottoming out in 2012, America’s housing market has climbed to a 6-year high and it is probable that the 2006-record will be surpassed within the next 2-3 years.

Stay on Board

Over the past few weeks, geo-political tensions have increased in various parts of the world and we have also experienced a sovereign debt default. Despite these developments, the majority of the stock markets have held up relatively well and so far...

The Most Hated Bull!

The ongoing bull market is over 5 years old and both the Dow Jones Industrial Average and the S&P500 Index have climbed to record highs. Yet, the vast majority of retail investors are still not convinced and many are waiting for the elusive stock market crash!

Puru Saxena: Hard Landing Coming to China

Jul 1 – Jim welcomes back Puru Saxena, Editor of Money Matters, a monthly economic report, and Founder of Puru Saxena Limited of Hong Kong. Puru sees a hard landing ahead for China and warns against overvalued Chinese real estate.

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