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
