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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