Thursday, May 14, 2009

Credit Suisse's Top 10 Investment Themes

Giles Keating head of Credit Suisse Economics and Strategy group recently published their top 10 investment themes for 2009 at their emagazine.

It's a curiosity though that these predictions came already half way through 2009. Anyway here is the list:

1. Short to Medium-Dated Bonds

2. Guaranteed bank bonds

3. Inflation-linked bonds

4. Solid Blue Chip Equities

5.Tech Stocks

6. China

7. Consumers Trading Down

8. Infrastructure

9. Hedging out the US dollar

10. Gold

For details read the rest here




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