Vinas,
warum so ein bescheidener Ausblick ? Nach Meinung des Davos Forums stehen wir vor einem "Super Cycle":
http://www.bloomberg.com/news/…o-growth-from-crisis.html
Investors should buy copper, coal and oil to take advantage of the growth of cities in emerging markets, according to Standard Chartered, which says the Chinese yuan, Indian rupee and Korean won will appreciate on strengthening domestic growth.
Developed nations also will benefit as their emerging- market counterparts invest more abroad, hire more of their workers and rely on their expertise in areas such as financial services, said Lyons, who will be at Davos. He predicts both the U.S. and European Union will enjoy an average trend growth of 2.5 percent through 2030, compared with the 1.9 percent and 1.7 percent he forecasts for this year.
Its a win-win situation, said Lyons, who concedes growth wont always be strong and continuous during the entire period.
Noch besser noch diese Aussage:
Prescott points to South Carolina, which has benefited from new factories opened by Chinese companies such as appliance maker Haier Group. The International Monetary Fund projects this year will be the first in which Chinese foreign investment outpaces inward flows.
The whole worlds going to be rich by the end of this century, Prescott said.
Das kann einfach keine Blase sein, wenn das Davos Forum das sagt.
MMI
