Germany to profit from growth in emerging Asia

According to George Soros, often money is made by betting on the unexpected, as shifts in markets can occur suddenly.

At the end of 2009, the DAX had recovered 63% from its March 2009 low as private debt was being replaced by public debt and a Keynesian stimulus programme. In H1 2010 the German market stayed flat even as most European stock markets dived substantially as the sovereign debt overhang and its implications moved into investors’ focus. European markets adjusted to the obvious, namely that the economic recovery would be slower than anticipated. The big question remains whether Germany’s equity market can remain decoupled from the rest of Europe, and even improve its performance in H2 2010....