The Times newspaper asked me what are my top contrarian investment plays are right now, as part of a piece titled "The 10 best contrarian investments". Below, exclusively 80-20 investors, are my unabridged comments.
According to Wikipedia a contrarian investor is
one who attempts to profit by investing in a manner that differs from the conventional wisdom, when the consensus opinion appears to be wrong. A contrarian believes that certain crowd behavior among investors can lead to exploitable mispricings in securities markets.
So what are the mispriced investment opportunities out there that a contrarian might look to exploit?
CommoditiesAt the moment there’s not much to like about commodities, whether it’s metals or natural resources or the companies that produce or market them. Oversupply and fears over global growth (particularly in China) plus a strong dollar have hit commodity prices hard this year.
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