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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (9439)	5/21/2008 3:31:22 PM
From: John Pitera	Read Replies (1) \| Respond to of 33421

Nixon closed the Gold window in Aug of 1971, but I get your drift. "HSBC Investments has suggested we are moving towards an emerging markets-led world. It notes that emerging countries now represent 30 per cent of the world economy - ten per cent increase on a decade ago - and have now overtaken both the United States and Europe as the largest economic zone in the world. In addition, in the last three years they have contributed over 50 per cent of global nominal growth in US dollar terms. With the earnings growth in emerging markets forecast at 15 per cent for 2008, twice the rate for developed markets, the bank is suggesting that now could be the time to invest." the one key question is are the markets in China, India, Brazil etc overheating creating a huge inflationary tail that shall wag the earth to signifiantly higher inflation over the coming 4 Q's; or we in the process of seeing these overheated markets have a minor implosion and contraction of economic activity, to reduce the demand side of the global inflation spiral. John