Tuesday, January 16, 2007

Investment policy

Does anyone still doubt that China and India will be this planets leading economies within the next twenty years?* I also predict that West-Africas economy will become very strong. Just look at asian investments in West African countries!

* (I mean, they already are!)

I also believe in South America. Venezuela is a very interesting market if equlibrium is maintained. Just hope those norte-americanos keep their hands off that oil.

Fund #1:
(up NO DATA%)70% Venezuela, 30% India
Fund #2:(up 53%) 20% India, 15% Asian Small Cap, 20% Russia East Capital, 35% Russia, 10 Latin America

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