The art of economics consists in looking not merely at the immediate hut at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups—Henry Hazlitt
Thursday, May 14, 2009
Credit Suisse's Top 10 Investment Themes
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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