The economy will continue to improve at a slow pace, especially in Europe and in the US.
Greatest threat in the short term is the unrest in Libya and its vicinity. This is in the short-term driving up oil prices and in case this will be permanent, it will threaten growth. My opinion is that the mad Gaddafi will not be able to keep himself on the power for much longer. Therefore, I believe in a falling oil price and will not invest in any companies that produce oil.
The imbalances between the different countries in Europe, where Portugal, Spain,Greece and Ireland have deficits in state budgets will continue and probably increase in future years. However, I believe that this can be managed and above all I do not think this will scare the investors during the coming period. In particular, a benefit for the banks that lent large sums of money to these countries.
Investment proposals
Bank Shares
Bank Shares- RBS (Royal Bank of Scotland) because I think they have a good management team and will be the winner of the banks in the UK. Price £ 44.00.
Oil Stocks
Because I believe that the crisis will dissolve in Libya blanks (selling short, ie selling something you do not have to buy it back cheaper at a later date). BP is one of the major oil companies which will see its share price decline as oil prices fall.
Swedish shares in the engineering industry
Sweden's krona will likely continue to evaluate in the coming months, this mean that several Swedish engineering shares have fallen this year, although they have come up with good gains. I believe in the truck manufacturer Volvo. Course 106.50 SEK
Retail
Think that the rate of H&M went down way too much and giving shares currently has a yield of nearly 5%. H&M is growing by almost a store a day. Price 210 SEK.
Something to spice your investment portfolio up
Paradox Entertainment, owns the right to all the stories written by author Robert E. One of the most famous characters is Conan the Barbarian. There were two Conan movies in the 80s, and it was in these movies that Arnold Schwarzenegger broke through. Now, finally a third movie will be out on 19th of August 2011 in the U.S. and in the UK. This movie will surely be a great success. The advertising for the film will start soon which will increase the interest in shares that are quoted on the Swedish stock market for a price of 2.70 SEK
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