Fertilise Your Portfolio
from Market Watch Hosted by BFM Media
Malcolm Polley, President and CIO of Stewart Capital Advisors in Indiana talks about Nouriel Roubini's prediction that a perfect storm will stunt growth from 2013. Malcolm still keen on China story, but invest in companies which benefit from growth in China, ie not necessarily investing in China directly. He also explained why he won't be buying the yuan, though he believes it's undervalued. He likes raw material producers (steel, copper, timber) and energy plays, but as these are very cyclical plays, so learn to invest for the long term story. He's keen on fertilisers; potassium and nitrogen based ones, though they have not much control over raw material prices. On agri land, he likes it but hard for individual investors to invest in, arable land declining at a rapid rate.
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