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Je nach Situation können auch aktuelle News, Flows und Sentiments die Entscheidungsfindung beeinflussen. \r\n \r\n In das Portfolio sollen in der Regel Unternehmen mit positiven Wachstumswerten aufgenommen werden. Da diese Unternehmen möglicherweise in den nächsten Jahren ihre Stellung am asiatischen Markt ausbauen, höhere Umsätze und Gewinne erwirtschaften und somit meines Erachtens im Wert steigen sollten. Zusätzlich sollen auch junge Unternehmen in das Portfolio aufgenommen werden, die sich beispielsweise durch ein starkes Wachstum auszeichnen. Als Alternativen werden gegebenenfalls auch Beteiligungsgesellschaften mit ins Portfolio aufgenommen die große Positionen an solchen Unternehmen halten. \r\n \r\n In diesem wikifolio soll nur in Aktien investiert werden die auch an asiatischen Börsenplätzen gehandelt werden. Auf ETFs, Fonds, Anlage- und Hebelzertifikate soll verzichtet werden. 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