- Buy European bank shares
- Steer clear of oil, oil related assets. Watch for commod currencies to devalue more
- Sell the pound, avoid the FTSE ahead of election
- Reduce exposure to Japan
- Buy Chinese stocks, bonds; prefer base metals
- Short Russia, Malaysia, Colombia
- Long India & Turkey
- Buy EM bonds
See you all on the beach Christmas 2015 to count our winnings . The only real decision is what beach in what exotic location?
Will it be;
Paradise…
…or bust
