02.12.2010 - Europe: A positive property call. Really.
From WSJ: It isnít often that you see an upgrade of the European commercial property sector, so I think its worth flagging up some of the thinking behind a report from Morgan Stanley. In short, if you have a strong view that inflation is coming in, itís time to use M&A to load up on property. While the report is a sector upgrade, it should be noted that itís more of a tactical move than a long-term sector call..............................................Full Article: Source
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