Where and what to invest in 2007?

Attended a talk by iFast on where and what to invest in 2007 and 7 fund managers from Lion Capital, UOB, DBS, DWS, iFast etc gave their insights on the market and economy...The talk is pretty informative and I wish I had their power point slides...their charts are good...but luckily I took down notes and here are the impt points:

Schroders (Bonds)

US
Housing Index and inventories bearish
Healthy Job Market
US bonds trading range 4.25-5%

Europe
ECB to hike rates to 4% by year end

Bullish on Indonesia/Malaysia

UOB Asset Management (Equities)

US/world economy synchronized slowdown to soft landing
Modest returns for equities (still attractive)
Major risk is a profit recession

Portfolio
US 49.4 %
Europe 30.4 %
Japan 11.8%
Asia 8.4%

BNP (Equities)

Risks
-US hard landing
-Weak demand in Europe
-Inflation rising
-Market risk on valuation

Bullish on Germany, Latin America & Europe
Gold to rise to USD700?

Lion Capital

China( Bullish, 8-10% growth, RMB to appreciate 3-5%)
India (Bullish)
Vietnam (Bullish, GDP growth abt 8.4%)

DWS

New fund – Global AgriBusiness
Invest in global agriculture businesses
Main investment rationale is growing population and limited resources will cause commodity prices like wheat, flour, etc to rise.
High risk and min investment $2000 at fundsupermart

iFast

Best region – Asia excluding japan
Best sector – Technology
Fixed income sector – Emerging Markets

Least favoured – US, India, US bonds

Most favoured – Taiwan, Korea, Thailand

STI to hit 4000 points by 2008?

Portfolio

Asia 35%
US 25%
Europe 30%
Japan 10%