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Market Tips: Bullish on Property Trusts, Gold

CNBC.com
Monday, 9 Mar 2009 | 9:32 AM ET

Global stocks began the week in the red Monday, weighed down by autos and banks as concerns over the staying power of General Motors and US banks dragged Japan's Nikkei 225 Average to hit a 26-year low. Experts tell CNBC where the best places are to invest.

Buy Property Trusts

There is great value in property trusts, says Peter Morgan private client advisor at Tolhurst.

Gold Rally to Continue

Play the next gold rally through ETFs, suggests Peter McGuire managing director at Commodity Warrants Australia. He tells CNBC that he sees a continued uptrend for gold.

Preserve Capital, Invest in Bonds

"Investors need to think about preserving capital," Sandeep Malhotra from Clariden Leu said. He finds short-term bonds, inflation-linked securities and high-quality investment grade credit more attractive than stocks.

Decent Rewards in Bonds, Gold, Cash

"Economic data is still contracting at quite an alarming pace. As we remain in a global recession, we usually find it's not a good time to find decent rewards from equities. Government bonds and corporate bonds, as well as gold and cash are much more effective from an asset allocation standpoint," Khuram Chaudry from Bank of America Securities – Merrill Lynch said.

"Investors would do well short term to remain defensive," he added. "Investors can afford to sit on the sidelines and wait for equity markets to move up before joining any form of rally that may occur."

Bullish on Taiwan Stocks

Seow Hock Hin, senior VP of institutional sales at MF Global is bullish on the Taiwan market through the month of March.

Stocks Will Underperform in '09

Equities will massively underperform in 2009, believes Christopher Moltke-Leth, head of sales trading, Asia Pacific at Saxo Capital Markets.

Opportunities in Alternative Investments

Within the hedge fund industry, there is 10 times less money chasing the same amount of opportunities versus last year, notes Louis de Pfyffer, head of alternative investments at Banque Heritage.

Now is Not the Best Time to Buy HSBC

For investors hoping to benefit from the steeply discounted HSBC rights issue, Peter Lai, director at DBS Vickers Securities advises them to wait until the end of March.

Upbeat on BHP

BHP Billiton is more of a buying opportunity than Rio Tinto, says Matt Martin, institutional salesperson at Wilson HTM.

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