first post - have my views and now a vision, page-6

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