AGF amp capital china growth fund

hi,i think there is an opportunity with agf around current...

  1. 829 Posts.
    hi,

    i think there is an opportunity with agf around current levels for people wanting exposure to a listed investment company at a discount to its NTA.

    i made some good dollars with ARG, and i think AGF is one that is miss understood by many.

    i am not having a massive stake in AGF, but i think that at 80 cents, there is 20% at least upside in this.

    Investors are paying 20% premiums to invest in chinese shares, and AGF is trading at a 20% discount to its NTA.

    So you could argue that AGF is under valued by 40% in total.


    i think theres upside...

    anyone else agree???

 
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