Test regards, Nic -----Original Message----- From: "YUTA" <yuta.tizi...@gmail.com>
Date: Wed, 29 Jul 2009 14:32:25 To: Obrolan Bandar<obrolan-bandar@yahoogroups.com> Subject: Re: [ob] Defensive and outperforming sectors for 2H09 El, For sake of clarification, you've said earlier that the deflation spiral is dead. Amongst those, property price should also be discounted, right? Then why you choose property? Or, correct me if the property for only mid term (say 6mths to 1yr) but still commodities for longer term (2yrs or longer)? True? Advise, please. Thanks. -----Original Message----- From: Elaine Sui <elainesu...@gmail.com> Date: Wed, 29 Jul 2009 18:16:22 To: <obrolan-bandar@yahoogroups.com> Subject: [ob] Defensive and outperforming sectors for 2H09 *The economic outlook is not too good for 2H09 but not everything is bad. I've made an analysis and the result is: 1. Property and related sector (cement, construction)**2. Pharmacy and Health care* * * These ones have been laggard but they will be shining soon and outperform other sectors. I suggest if you want to do short/med term investing, you focus on these. Forget commodity stocks. Please ask for JT or Tasrul assistance for entry/exit points. Most of the them have small caps, so they're quite volatile. Good for traders. * * *Have a nice investing and good luck [?][?] See, I can be nice to traders too. [?]* * * *Elaine*
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