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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (55688)	10/2/2009 3:33:27 AM
From: energyplay	Read Replies (1) \| Respond to of 217901

Not tightly defined, as it is hard to figure out what will be non-correlated. Gold would certainly qualify. Oil would be a good choice, since very high oil prices will slow world growth and hit gross margins of most China companies. Getting assets away from the China - US - Japan monetary axis would be one good idea. Not over investing in Euro debt would be another, since they will inflate along with USD. Of course, all that leaves in Norsk Hydro and beach resorts in Thailand ;-) HSBC seems to have done a good job buying good assets cheap - except for Household.