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

To: carranza2 who wrote (58978)	12/15/2009 5:58:56 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217830

just received inputs from swiss buddy on what they are thinking, and i quote: FYI, here a summary of what our Head of Research presented to our global MD conference 10 days ago regarding outlook for 2010: Scenario Cont'd recovery, focussing on EM Equities fairly priced, but extremely loose monetary policy + cont'd recovery support further appreciation Commodities could be best performing asset class USD still under pressure Risks/Dark side Debt to GDP levels in advanced economies Moral hazard resulting from >50% of UST's being held by foreigners Possibility of asset price bubbles forming Demographic time bomb Regulatory risks Emerging Market Eight: China, Brazil, India, Sth-Korea, Turkey, Indonesia, Sth-Africa (EM8) These EM8 currently account for 17.5% of global GDP, but grow on average 6x faster than the advanced economies Investment Ideas: Quality large cap equities with EM exposure (e.g. Nestle) Cyclical small & mid-caps EM equities Alternative Energy Equities Short-/Medium-term bonds (A/BBB) Short USD Real Estate (EM now, Advanced economies later, incl CH) Commodities (copper, platinum), caution re potential gold overshoot in short term