Friday, January 15, 2010
Buy Commodity Plays
Yes, they have risen quite a bit but there is still upside. My picks for the sector are IndoAgri, Noble and Olam. Long shot will be Novo Group but if you are feeling lucky, it is worth a buy.
On the other hand, China Animal Healthcare is slowly slipping out of my grabs. I thought it would be affected by the credit tightening in PRC but it seems that this S-CHip is being propped up, most probably by those institutions which are inside it via placement.