Sub-prime mess, credit crunch, US recession, Eurozone troubles, non-decoupling of emerging markets…
Suddenly every expert is a prophet of doom!
Question: If banks and the likes of them have lost US 400 Bn (and counting) some people must have got this money or will get it no? After all all these dollar bills have not been burnt!
So my guess this one will resurface sooner or later in the form of more investments or consumer spending….any guesses who will benefit from this spending, what kind of companies?
Hemant
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