Focus on Chinese Retail, Container Ship Chartering Companies and Tokyo Office J-REITs.
Additional capital needed grow fund.
Expected PE of 7.9 for 2010, 5.6 for 2011 and 4.7 for 2012 with dividend yields of 4, 5 and 10%.
No gearing is employed and in fact many of the companies are either debt free or close to debt free.
We are of course open to show how the numbers and portfolio is compiled when appropriate.
Tax attractive setup.
If you are an investor, please contact us on Merar for more information.