Global Equity markets are as optimistic as one can be in the given circumstances:
a) Japan is going to polls;
b) Bank of Japan has to expand money supply;
c) Japan has to delay taxing, which means real incomes are better off;
d) India looks for a strong reform agenda;
f) Oil prices look set south further;
g) Dollar is rising showing inward flows in to USA;
h) With dollar's rise middle east economies outward buying is enhanced so the European and Asian suppliers are likely to benefit.
Dollar high; gold slipping further;
Emerging markets, will they see a rush to the Wall Street?
a) Japan is going to polls;
b) Bank of Japan has to expand money supply;
c) Japan has to delay taxing, which means real incomes are better off;
d) India looks for a strong reform agenda;
f) Oil prices look set south further;
g) Dollar is rising showing inward flows in to USA;
h) With dollar's rise middle east economies outward buying is enhanced so the European and Asian suppliers are likely to benefit.
Dollar high; gold slipping further;
Emerging markets, will they see a rush to the Wall Street?
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