Interesting Article.. Fengshui by CLSA 2011

Some Fengshui masters predicted that Water industries will do well for 2011...

Rabbit year forecast
Renowned Feng Shui Master Lee Shing-chak presented to a full house at our annual CLSA 2011 Feng Shui Luncheon in Hong Kong. He views the rabbit as reserve, attentive, conservative, and
excitable. The stock market will be range bound with little opportunities to make large profits. The big risks this year could be bird flu, North Korean conflict and earthquake. Gold will do
well, but property will not. Market will improve in 2012 leading to a continue rally until recession in 2014-15. He likes entertainment, gaming, transports and tourism sector. Avoid property and construction. Stocks with the luckiest numbers are Yanzhou (1171 HK), NWD (17 HK), Cheung Kong (1 HK) and Tencent (700 HK).


What to buy? Markets, sectors, home prices, and gold
This will be a bouncy year for the market with no large rally or money making opportunities. Market will be weak in 1H, bottoming between May and August and should rally there-after. The best element this year is water which means movement. Thus, transport, logistic, and tourism sector will do well. The western direction is auspicious which means that entertainment including Macau gaming should also do well. He is also positive on gold which will go up to USD 1,600 - 1,800 oz by the end of the year. The best entry point would be mid-year. This is the year of metal which means that it is bad for the wood element. Property and construction will not do well.
Hong Kong property policies will follow Beijing and hence will cap property price. Property price will fall until mid-year and then rebound. Luxury will do better than mass market due to potential new policy. The best area in Hong Kong is Tai Koo Shing. Aberdeen could become a luxury market.

This is a good year for the dog sign as dogs always chase and out-runs the rabbit. People who are born in the year of the Monkey or Sheep will make the best investments this year.

Conclusion
As Chinese, we’re always interested in Feng Shui and what the heavens had to say. We may pay more attention this year than last as CLSA’s Feng Shui index was remarkably accurate last year. For real astrological advice we defer to Master Lee. He is forecasting a second half rally much like us, but we believe the rally could be stronger than he predicts. In terms of sector, we both agree on water (transports, tourism, logistics) and entertainment (Macau gaming). He is a buyer of gold, but not HK property. It really all sounds very sensible.
If you want to follow Master Lee, we provide stock suggestions for the sectors he likes:
􀂉 Transport – Air China (753.HK), China Merchants (144.HK), Cathay Pacific
􀂉 Tourism – Ctrip, Homes Inn
􀂉 Entertainment – Sands China (1928.HK), Wynn (1128.HK), SJM
􀂉 Gold – Zhaojin (1818.HK)

Lucky number 7 & 1 stocks – Stocks above and: Yanzhou Coal (1171.HK), New World Development (17.HK), Tencent (700.HK), Cheung Kong (1 HK), Want Want (151.HK), PetroChina (857.HK), China Telecom (728.HK)