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2012 Investment Themes & Ideas

´The year of the dragon´ Download our "2012 Investment Themes & Ideas" for free. The report covers:

  • Global economic growth and emerging markets
  • Euro zone debt situation
  • Geo-political instability
  • Chinese growth and inflation
  • Quantitative easing in its various forms
  • Good corporate cashflows, dividends and returns of excess cash to shareholders
  • Exchange rate/currency volatility
  • Commodity prices
  • Interest rates
  • Inflation
  • Strong corporate Balance Sheets
  • M&A activity

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