Infrastructure on water resources, which will get the largest chunk of spending over the next 25 years. Need for clean water is great, especially in emerging economies.
Energy in Brazil. Also commodity related type of economies. Geared to rise and fall very much with the area of energy. Clever way of playing energy and emerging markets at the same time.
Big pharma is running out of patents and they need to find a way to grow. Biotech is the area in which development is taking place with products being created. Valuation is reasonably good.
If he where going into the automotive sector, this is the only one that doesn't need money. Not a bad bet at this price. He wouldn't do too much. Be very nimble and if it looked like it was going to struggle towards the end of 2009 and into 2010, take your profit.
Latin America is one of the areas to be invested in. His favourite is Brazil. Not too much for Mexico's political issues and their economic ties to the US but this is a good way to go.
Much further along in the risk spectrum. High yield. Wouldn't put a significant amount of money into this. Well diversified with individual assets. Fairly high risk.
Much further along in the risk spectrum. High yield. Wouldn't put a significant amount of money into this. Well diversified with individual assets. Fairly high risk.
Agricultural ETF. Moderately bullish on agriculture. Only caveat is that some brokerage firms will not allow you to buy, as they perceive it to be a commodity. 2% to 4% weighting in your portfolio would be good.
Short on the Dow. Doesn't think the lows will be retested. Thinks the Dow will gradually work its way higher during the 1st and maybe even the 2nd quarter of the year, with corrections along the way. For this, you need short-term timing tools in order to get in and out.
