The global economy will remain problematic in 2012. We all know the risks, particularly in Europe, but some indicators are positive. US housing stats are up and unemployment there is falling.
The eurozone equivalent of quantitative easing may have started. Inflation is no longer a barrier to growth orientated policies anywhere in the world. UK share prices acknowledge the many risks but the gap between corporate takeover valuations and today’s stockmarket levels is substantial. Recent deals for Hamworthy and NBT demonstrate the potential if investors are prepared to take the longer view of economic and investment trends. Whilst there is a clear risk to some profit forecasts in the short run, there are opportunities for growth and income in a number of areas. The packagi...
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