Tuesday, January 8, 2008

UT Portfolio as of 06 January 08


Finally, 2008......


Looking back, 2007 was considered quite a good year for the financial markets with Asia leading the charge. China, India and other emerging markets constitute to most of the double digit growth. US's growth for the year in 2007 was wiped last week, presenting a less than satisfactory return for its investors (negative slightly in fact, see DJIA).


Resources was another good investment in 2007, constituted by non oil-related commodities. (most oil related funds post less than expected returns even with the rising oil prices).


Property interests were cleaned out with the ever scarier sub-prime issues. Instead of buying into funds of such asset class, purchasing the actual asset might be a better bet. :D


Personal Opinion:


With Bejing Olympics on the cards, China will still post good investment value towards end of Q1 of 2008. Focus should be channeled to other emerging markets like middle east countries. Buying into a spread of resources funds must be a good hedge against flunctuations in the equity markets. Stay away from property funds for the time being unless you can buy into commercial properties related REIT funds.

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