Looking around while the storm is running

As we've seen in previous post, there is a big storm out there in financial markets.

Now European's have injected their 'doping' into financial system and today everything is deeply Green.

Of course, it is not injecting enourmous amount of money in financial istitution that you save the world economy. You simply say: "Ok guys, you've done an enourmous amount of mistakes playing with you derivatives and subprimes, but now I give you money and everything will be fine".

Only a stupid can believe that everything will be fine and as before.

For next months, probably couple of years, industries will slow down for lack of credits and costumer confidence.

As example: last week I was walking with some friends on a big Parisian "Marché" and some of them said: "No but I cannot buy, there is the crisis".

Persons who doesn't invest in stock exchange and they don't have loans, where saying that, just because TV said that there was the crisis...

Sounds strange uh?

Well, back to our business, let's see the following things:

-US are in decline, full of debts, with an huge number of poors and with an unemployed rate increasing day by day. Furthermore the Oil they need to push their industry is well on the hands of States as Russia, Venezuela, Iran, ... that cannot be defined as "strategic allies".

-Europe governments can put more cash, but, where are they founding it? Europe has a little weight in World economy and this weight is going to became more and more little according to many studies

-Emerging markets are training the world economy and thanks to wide land and huge populations will be more and more important during next years. China and India for manufacturing and Russia and Brazil for commodities (just to talk inside of the BRIC) will put the rules of economic growth.

In order to define a good global porfolio, with long term view, is extremely important to not forget these previous points and look as much as possible to companies which will be able to look at the emerging markets in smarter way that the others.

For these reason I strongly advice, as Strong Buy opportunity, some of the companies already presented in this blog: Areva, E.On for energy, LVMH in luxury, Visa for electronic payments. All these companies are looking at east with strong, long and deep presence in these growing markets, solid assets and a great vision!

------------------------

A special thanks to Carlo (http://carlofromparis.blogspot.com/), that by this post in forward will give to our Blog some of his Comics Creations. Best luck for his carreer in Graphics!! Because everyone should have the opportunity to invest his most important asset, Life, in what He/She likes and believes!