Are we in the beginning of the end of this recession? Who knows? But one thing is a racing certainty and that is that it will end sometime. The "drag" is clearly the Euro zone, The US is showing signs of upturn in a range of sectors and China growth has "slowed" to a level that Western economies would be proud off. The current thinking is that as you have money for investing available do so as bargains abound in almost every sector (Uk housebuilding has had some huge rises in specific areas mostly in the Southeast over the past year but the rest are still finding it difficult - US housing is showing double digit construction activity) so rake about in the dross to find the diamonds and build your portfolio for quality income and growth.
01 November 2012
Beginning of the end?