Saturday, December 11, 2010

Some Questions for 2011

Fidelity has released a list of questions, pretty interesting ones...(HT: Pragmatic Capitalism) so I thought I'll try and answer some of those...and raise some of mine as well. In this post, I'm only going to pose the questions...I'll need time to compile these answers, which I'll post as a follow up post just before the New Year...and compare notes with the markets by the end of next year.

These are really interesting questions...and like someone said, a lot of times its the Question that's more important than the answer...! Take a look at the questions, all related to markets, global economy, etc. and think about them...If you would like, let me know what you think about some of these questions....
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  • Is Euro zone going to fall apart? Will Euro cease to exist as a currency?
  • Which countries in Euro-zone are getting into trouble next? Will anyone default?
  • How will the currency war be played out between US and China?
  • Will the US Economy recover?
  • Are Gold and Silver the new proxies for currencies? Will countries start dealing in Gold and shun dollar completely?
  • Will the bull run in commodities continue?
  • Will emerging markets (EM) remain the driver of global growth, even though China and other countries are counteracting the Fed’s monetary policy?
  • Will Inflation in EMs come down?...And finally,
  • What is the outlook for INR-USD and Nifty?
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    Now, each of these could be a research topic, but I'll try to answer as many as I can before new year...and also try and keep it simple...Please let me know if you'd like me to include something else in this list.

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