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Oct 25 2011
Forecasting 2012: Limits to Growth

If 2011 was a woeful year for analyzing the general markets, the question is-what about 2012? Several crisis have been converging simultaneously providing investors many a heartaches and headaches as new dimensions and models are been formulated to negate these crisis. Amongst the innumerable crisis, the following seem to be in dominance:

1.      Indirection of the oil prices or recession on the cards

2.      Brewing US governmental debt limit crisis

3.      Euro Crisis

4.      Chinese Debt problem

5.      Debt Deleveraging in the US and elsewhere

6.      Unending MENA political problems

7.      Conflicting interest due to need for greater resources utilization and subsequent pollution issues

The journalists are having a field day writing endless articles after articles about the need for economic growth, and the need for return to economic growth. But what one does not reason out is that if economic growth really takes shape, then it would need resources of some sort to spur the growth. Consequently, there will come a point in time in which resources needed for economic growth will run short of the growing demand. This is especially true for resources that are used up when they are burned like coal and oil.

One of the other issues confronting the denizens is the growing pollution concerns that will certainly interfere with economic growth. As the world becomes more populated, and resources become shorter in supply, pollution becomes more of an issue than ever before. Logically, there will come a point whereby we can expect to run limits that are impossible to get around. One of these limits may be inadequate funds for investment for extraction of resources.

As we approach the New Year with renewed vigor and enthusiasm, many clouds are hovering above our heads which could burst and throw its grey sheets of anger upon us. Investing carefully keeping all of the above points in mind could be the way forward for the avid investors. For now, let’s enjoy the festive season before we usher in the New Year with skeptical minds.

Happy Deepawali readers!

Posted by Mex R&D at 25/10/2011 11:34:54 AM
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