Investment Prospects March 2011

Limetree Financial Services Limited

Investment Prospects March 2011

In summary:

  • Earthquake tragedy represents a buying opportunity for undervalued Japanese equities.
  • Middle East turmoil not expected to lead to materially higher oil prices, but we remain vigilant.
  • UK inflation of 4.4% justifies our continued caution on UK bonds.
  • Global economic recovery remains in place though the pace of growth is insipid.

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