thanks for the link, in line with my conclusions.
so my vision (not original I know) is an emerging world hungry for commodities, am a bit twitchy about the household debt issue in OZ and sovereign debt in Europe.
Has anyone got a view on the LIC GMI?
see the broker presentation below
http://asx.com.au/asxpdf/20110523/pdf/41yt2f76wsbf65.pdf
I like the sound of the diverse portfolio and the NTA above current sp.
Wary of the management fee, but I guess entry price can overcome that
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