Volatility can be expected throughout 2010 and the spotlight will increasely fall on the central bank who will have the difficult task of controlling inflation and asset price appreciate at a time when economic support measures and borrowing needs remain significant. Higher inflation from rising commodities prices will remain a sticky issue for the authorities in 2010.
Special Situation Team's Strategy
As global growth is expected to pick up over the coming months with a possible return of inflation, we will likely add exposure to commodities such as agriculturals, oil.
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