Tactical Warning : India + 9% inflation
We mentioned about the risks with the Chinese Inflation, (I).
Now it is time of India with 9%.
Risk management politics 1 : The BRICS
Again an interesting example of the real value of the BRICS as cohesive and integrated ALTERNATIVE block of power of the world ,( a sort of alternative G5 where ,by the way, three members – Brazil, China, Russia-have the right to sit in the G8).
About energy the two powerhouses ,(Russia and Brasil),cannot ,( do not want ?),help the others.
About food the powerhouse Brasil cannot ,( ? does not want),to help others.
Risk management politics 2 : after oil food is rising and rising. It will create political problems in a lot of regions and deepen these related to the Jasmine Revolution.
But not only…from Greece to Spain or Portugal to the whole EU and the USA a declining income will face rising prices and this will create instability
Investments : food industry ,take care of it
Prosumerzen Intelligence Unit
(I) China problems due to rising costs ,( both oil and food)