Straws in the wind..

-Global M & A are faltering over the hurdles created by the sub-prime mess
-sovereign funds are buying those US financial entities which played role in creating the mess and when their losses are still uncoiling
-Mines are being fought over
-there is shortage of food and energy
-investment expenditure and not consumer spending is driving the boom across the world
-emerging market companies are buying down-stream and up-stream of their value chains
-companies crying hoarse about “talent shortage”
-only thing that is available in plenty is cash….to those who are doing the above

What does one make out of all this?
What strategies can one adapt?


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