Smart Investing..

Investec had come up with a view to buy commodity shares in future as the profits of companies dealing in commodities, due to high prices will only be  realized  in future. I second this, I think we need to be in commodities fund especially of those companies investing in big mining companies worldwide. There is always a time lag / interaction between the commodity price movement and the stock price movement of similar commodity companies. This is the time, when ideally we need to buy in the stock. Lets see, will check and post in few days which fund can add value. Checkout the below link for more details.  FUNDVIEW-Time to get active in commodities -Investec | Reuters

Interesting view by credit suisse. Expecting Jan IIP @ 3% and 2012 GDP below 8%. Credit Suisse view: India IIP numbers are 'bizarrely' weak - CNBC-TV18 -

Edition 1 - Power shift: The move from West to East - 21st Century Investment Themes - Fidelity At a glance: We are moving from a world with one dominant power to a world with several The dollar's status as international reserve currency is vulnerable Increased interdependence will mean greater international co-operation Emerging market consumption will be a key driver of future global growth BRICs are united in vision, divided in practice Investors could position their portfolios to benefit from the power shift to the East