BHP is good (and rebounce quite much fm bottom). However, it is a mining companies which demand for minerals should not be amazing if the world economy is not good. And I'd say the world economy won't be good in the next 3-5 years.
I'd prefer WPL which is an oil company in AU stocks.
But I'd prefer crude oil ETF in US stock. If world economy picks up, I think oil should pick up first, and mining later.
For 857 Sinopec was very bad. The crude oil price reached ~USD150 last yr but 857 dropped becoz of China gov't policy. The oil market in China is twisted. So I'd say crude oil ETF in US is more straight forward. We don't have other choice than 857 or similar in HK.
引用:
原帖由 peninsula 於 2009-3-28 22:34 發表
What about BHP?
[
本帖最後由 b4321 於 2009-3-30 12:38 編輯 ]