17.12.2012 - Global liquidity will still be huge in 2013
Global liquidity will still be huge in 2013 and start finding its way into risk assets — which are mainly commodities and emerging markets. Since the commodities cycle seems to be over, a lot will flow into emerging markets. Further, since Russia and Brazil are commodity-driven, money will flow into India and China. First, the political uncertainty on leadership change is over. Second, China was going through a de-stocking (of inventory) cycle which is almost over. Now restocking will start and this will push Chinese growth. And, third, there is a dispensation in place which will push infrastructure spend, and India will automatically benefit............................................Full Article: Source
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