I look for several investment themes in 2008:
1. Clean Energy & Environment
Next year will be a big year for clean energy and environment. A new Global Warming Treaty will be signed by 2009 - this time with US joining the pack. Some funds and stocks to benefit from this trend:
PBW
FSLEX
CCC
2.Inflation/commodities
Funds/stocks to capture the trend:
TIP
DBC
FSNGX
3. Agriculture boom
The world will experience food shortage sooner than we originally thought mainly due to industrial and housing boom and the rapidly expanding middle class in the emerging countries, as well as soaring energy prices that are competing for corn products etc. Funds and stocks to benefits include:
DBA
BG
POT
2008的几个投资主题
egghead1 发表评论于
Hi,
I agree with u on all 3 points. But don't u think alternative energy stocks are already very expensive, especially the solar companies? I also believe that agriculture commodities will do well next year. I currently have positions in RJA since it is more diversified than DBA.
I agree with u on all 3 points. But don't u think alternative energy stocks are already very expensive, especially the solar companies? I also believe that agriculture commodities will do well next year. I currently have positions in RJA since it is more diversified than DBA.
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