Norbert,
I agree with comments on china and the 'risk' here within USA.. We are suppose to have all the controls to keep shady investing in check..LOL..
There seems to be an opinion that china is over heated.. My view is that it is a growth engine that can be turned off easily, they will keep the engine going, change the rules, and think contrary to our view.. They have a longer term view, as such short term issues will be managed.
India seems to be stuck, wants to beat china but lacks the industrial base for growth, again will create a new model to promote a unique strategy to advance.
Right now I'm seeing some positive growth in russia. The news is good and resources are not limiting the internal growth. I think russia may be the place that is safer this year for new monies. Opinions?
kerryvan