What sectors have benefited the most from globalization and increased national trade ? and investment?
哪个产业从全球化,以及高速发展的国家贸易,和投资中受益最多?
And now what sectors have been hurt ? agriculture? Becasue of cheaper imports?
那么哪个行业遭到打击了呢,农业吗?因为进口货更便宜?
We'll look at things--sectors say they're cheap or expensive and exploit the opportunity; but at least in terms of how I define market timing, it wouldn't be included in that definition.
关注研究资产和行业的细节,看它们是便宜了还是贵了,来发掘投资的机会,但至少在我所定义的市场时机选择方面,并不包括这些
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