Then Msia can dig more oil to sell ma.

Resource based companies should be good.
Plantation oils also good.

Crisis could be opportunities for some.

The Tipping Point

Chirnside said the tipping point will come when central banks in the developed world start raising interest rates. “Markets are very sensitive to the Fed’s move, and there’s likely to be a knee-jerk effect when that happens. That’s when we’ll start buying.”

Ebrahim of Bowen Capital said he’s sticking to his strategy of waiting for inflation in China to peak. And that, he said, will take place by May or June.

“We’re going to see a mega rally in China when that comes about. And we need to be invested to capture the opportunity.”

But there’re some who believe that Chinese stocks are already a screaming buy today.

Erwin Sanft, Head of China and Hong Kong Research at BNP Paribas Securities said China’s A-share market has probably bottomed. He also sees rich pickings in Hong Kong, with an upside of 30 percent for Chinese stocks there.

“People are getting over the inflation fears; there are cheap stocks everywhere.”