Euro issues are too deep seated to be resolved in 2012

ON UK GROWTH

Will 2012 see a solution to the great Euro-mess? That would be nice, but somehow I doubt it. The issues are too deep-seated and intractable; and, of course, the debts run very deep.

So for my part I intend to stick to my knitting: picking stocks, preferably overseas earners whose income comes from emerging markets and the US. This strategy has served investors well through the past few years. I think 2012 will be more of the same. But which stocks? A fruitful approach is through trends and themes. For example, there is no denying that consumer consumption in emerging markets will continue to grow. That leads me to some – best of British – companies that will go on benefitting, and earning, from that: Burberry, Experian, Elementis, Croda and GKN. Nor do I have any d...