回复：2007-2011年我的投资展望, 并与阿毛,金山及众高手探讨(二)

I think that REIT is fair valued. Housing turndown does not mean that REIT is going to be bad. Commercial renting is booming.

For a long term, I would say more in emerging market. well, China is over too high now. I just sold my mutual funds (china).

I like Energy and gold.

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• Thanks for your inputs -beibei_sd2004- ♂ (58 bytes) () 04/15/2007 postreply 18:12:27