Managing risk (2)
Focussed stock selection (1)
Right now, stock selection is even more critical.
We will continue investing into defensive sectors such as premium retail and healthcare but remain careful with how much we invest in the office sector.
a) Good quality management,
b) cost of capital, balance sheet quality and
c) debt exposure are key elements of our analysis.
Source: AMP Capital Investors, Australia
Commodities
2007-09-30
Managing risk in global property (9)
Posted by cheahyeankit at 6:15:00 AM
Labels: Focussed stock selection (1)
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