Last week, the Merrill Lynch economics team wrote a good paper about liquidity flowing into Asia. Here is a summary of their conclusions: Liquidity will flow into the Asian region raising consumer spending, stock prices and currency values.
We agree with their conclusions, and here are a few of our own. In the following countries: India, Indonesia, Malaysia, Thailand, Singapore, and China much new liquidity will enter. It will be in the form of foreign direct investment and investment money moving into stocks and bonds.
With the exception of China, which is being singled out for a trade battle . . .
Continue Reading: MAJOR INVESTMENT OPPORTUNITY – LIQUIDITY FLOWING INTO ASIA AND WESTERN LATIN AMERICA
