Funds I presume that would usually find it's way into the equities Mkt.
With central banks decreasing money supply, and whatever is left is
channeled into tangible projects, only means less for equities,
if the funds don't actually flow out of equities into infrastructure.
I see funds going to
New Market : Arab World Renaissance
New Resources Mkt : Middle East, Africa, Asia
Global infrastructure repairs : Developed countries, including Australia
Emerging Mkt : China & India
http://online.wsj.com/article/SB10001424052702304432304576368521966678838.html?mod=googlenews_wsj
No comments:
Post a Comment