New, Free Report Outlines 7 Investments Tipped To Shine in Uncertain Markets
 |
| Report Buyer Logo |
2008-11-05 13:39:32 -
A new article, 'How to survive the stock market havoc of 2008' which is available as a free download from www.reportbuyer.com/go/MOW00006 finds that although 2008 will be a tough year for investors, there are still investment opportunities to profit from. Study says most attractive market is Japan
London, Report Buyer, 24.10.2008:
MoneyWeek consults four top investors to pick 7 wise investments to make in the the current market havoc.
The study finds that credit markets are in a difficult situation, putting strain on the banks and on the consumer. Though the panel was bearish about the prospects of the UK housing markets, they said they would invest in companies like Alpha Pyrenees which is involved in investing in mainly French property around Paris, where there are yields of over 7% and the German property company Speymill Deutsch.
An analyst on the panel said Japanese REITs (real-estate investment trusts) would be a good buy as they were similar to Germany in that property prices are far from bubble levels and yields are high. The REITs are mainly trading around their net asset values and yields for the sector are about 4% (although you can get 7%, even 8% yields), he said. He tipped Nippon Commercial trust for the quality of its portfolio and said its yield is about 5%. The analyst said this is not as good as some of the residential REITs, but highlighted that it had a central Tokyo location.
The panel also said UK online money-transfer company Neteller which has a new management has developed the business in Asia and the UK would be a worthwhile buy, as would Bioquell, which for several years has been developing a new method of cleaning out superbugs from hospitals.
Also, the report says that when it comes to individual markets, Japan will be a good investment. The study says since it has fallen 18% already this year, more than half of the market is trading below its book value. The study quotes an analyst as saying 'buy Japan, put it in your pension, and (assuming you are under 50 now), you'll have a good retirement'.
Moneyweek's report finds that this should be some much-needed good news for Japan-focused investment trusts, especially those which invest in stocks that are not exposed to waning export demand from a weaker US economy.
The study pinpoints the Perpetual Japanese Investment Trust which has major exposure to utilities, pharma, retail and real estate and, the Baillie Gifford Shin Nippon trust which has a large weighting towards services and machinery
'It's going to be a tough year, but I do still think there is a reasonable floor under equities that have strong balance sheets, high dividend yields, good franchises, and so on,' said an analyst at MoneyWeek.
'How to survive the stock market havoc of 2008' is one of a series of industry short reports available as free downloads from ReportBuyer.com
For more information, see:
www.reportbuyer.com/banking_finance/investments/survive_stock_ma ..
ReportBuyer.com product ID: MOW00006
About ReportBuyer.com
ReportBuyer.com (www.reportbuyer.com/banking_finance/) is a UK-based independent online store supplying business information. The website now carries over 85,000 business information products, including market reports, studies, books and events. Subscribers receive a free monthly newsletter and email alerts on new titles in their areas of interest. A regularly updated blog provides information on the latest market trends.